In Tapistro UI, you see Personas as a dedicated option in the left sidebar. It lists all the available Personas that your organization has created in Tapistro. You can modify or delete the existing Personas.
You can also create new personas to collate a list of desired leads that match exact criteria that you specify when creating a persona or when modifying an existing criterion.
To create a new Persona, follow these steps:
Log in to your Tapistro account and select Personas from the left sidebar.
Select Create Persona. Specify a name that you use for your own reference to identify the persona later.
Let the value of the maximum persons that this persona collates.
Optionally, select valid email only option to identify leads with valid emails.
Add one or more Roles to define titles or keywords using which the system identified the leads.
In the Titles field, provide approximate matches for a person's title.
In the Keywords field, provide exact words that must be present in a person's profile.
Optionally, select one or more countries as a location to collate persons from a specific geography.
Optionally, in the Exclusions field, provide exact words that must not be present in a person's profile.
A sample persona using an example of a law firm is illustrated below,