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Consulting Partner - Engage (formerly Personas)

Course 11 of 21 in Technical Foundations Associate

An introduction and training on how to maximize your use of Engage

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About this course

Learn more about Personas!

In this course, we'll teach you all about Engage (formerly known as Personas). This includes a product introduction, a walkthrough of the user interface, computed traits, audiences, and a few examples to get you started! 

Who should take this course? 

This course is designed for customers that have purchased Engage and need additional resources beyond our documentation to understand how to best leverage the product.

Duration:

35 minutes

We'll cover:

  • Introduction to Engage
  • Personas UI
  • Computed Traits
  • Audiences
  • A few example use cases

Curriculum30 min

  • Course Introduction
  • What is Engage (formerly Personas)?
  • Product Overview
  • Knowledge Check
  • Identity Resolution
  • Workspace Overview
  • Identity Rules Configuration
  • Engage User Explorer
  • Exercise: User Explorer
  • Computed Traits
  • Traits Overview
  • Building Computed Traits
  • Trait sync to Customer.IO
  • Exercise: Create a Computed Trait
  • Knowledge Check
  • Activation
  • Engage (formerly Personas) End Tool Catalog
  • Connecting an Engage Destination
  • Exercise: Connect a Destination
  • Knowledge Check
  • Summary and Next Steps
  • Congratulations!

About this course

Learn more about Personas!

In this course, we'll teach you all about Engage (formerly known as Personas). This includes a product introduction, a walkthrough of the user interface, computed traits, audiences, and a few examples to get you started! 

Who should take this course? 

This course is designed for customers that have purchased Engage and need additional resources beyond our documentation to understand how to best leverage the product.

Duration:

35 minutes

We'll cover:

  • Introduction to Engage
  • Personas UI
  • Computed Traits
  • Audiences
  • A few example use cases

Curriculum30 min

  • Course Introduction
  • What is Engage (formerly Personas)?
  • Product Overview
  • Knowledge Check
  • Identity Resolution
  • Workspace Overview
  • Identity Rules Configuration
  • Engage User Explorer
  • Exercise: User Explorer
  • Computed Traits
  • Traits Overview
  • Building Computed Traits
  • Trait sync to Customer.IO
  • Exercise: Create a Computed Trait
  • Knowledge Check
  • Activation
  • Engage (formerly Personas) End Tool Catalog
  • Connecting an Engage Destination
  • Exercise: Connect a Destination
  • Knowledge Check
  • Summary and Next Steps
  • Congratulations!