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ENGAGEMENT USING
PERSONAS
THE PSYCHOLOGY OF AUDIENCE ENGAGEMENT

Dr. Pamela Rutledge | prutledge@fielding.edu
Dr. Jerri Lynn Hogg | jhogg@fielding.edu
This course explores
audience engagement
through the
development of
personas
What is a persona?
Why bother?

2
You can’t solve
a problem with
the same
thinking that
created it

Albert Einstein
What is a Persona?
 A model or a representation
Goals
Attitudes
Behaviors
 Forces you to define the
audience

 Creates a clear image in the
minds of managers, designer &
marketers
4
Goal: Look Through the Buyer’s
Eyes
Why Invest in Personas?
Focus on real people to
create empathy
Build consensus and
commitment
Consistent team
communication
Reduce
interpretation
How Do You Use Personas?
Articulate Goals and Improve Decisions
Strategy
Spending
Metrics

Results
Challenge misconceptions
Stop design debates
Improve marketing messages, programs and
distribution
Is 6 Too Many, Is 2 Enough?
Create personas
that represent
different needs

Buyers are
different than
customers
It’s about value,
not number
Market Segments Are Not Personas
Market segment
Demographics: age, income, work
Psychographics: hobbies, lifestyle

Persona
Goals, beliefs, interactions, motivations, identity
Narrative
Build Persona in Layers
Who they are every day?
What they want?
How they interact with you
and your competitors?
What facilitates the
interaction?
How does (or can) your
persona impact your
organization?
Involve everyone in the company
Personas are an archetype
representative of the psychological
and behavioral profile of a
customer, buyer or user base
A persona creates a common
vision within an organization to
guide decisions about strategy,
content, interaction and design
ENGAGEMENT USING
PERSONAS
THE PSYCHOLOGY OF AUDIENCE ENGAGEMENT

Dr. Pamela Rutledge | prutledge@fielding.edu
Dr. Jerri Lynn Hogg | jhogg@fielding.edu

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Persona Development for Audience Engagement

  • 1. ENGAGEMENT USING PERSONAS THE PSYCHOLOGY OF AUDIENCE ENGAGEMENT Dr. Pamela Rutledge | prutledge@fielding.edu Dr. Jerri Lynn Hogg | jhogg@fielding.edu
  • 2. This course explores audience engagement through the development of personas What is a persona? Why bother? 2
  • 3. You can’t solve a problem with the same thinking that created it Albert Einstein
  • 4. What is a Persona?  A model or a representation Goals Attitudes Behaviors  Forces you to define the audience  Creates a clear image in the minds of managers, designer & marketers 4
  • 5. Goal: Look Through the Buyer’s Eyes
  • 6. Why Invest in Personas? Focus on real people to create empathy Build consensus and commitment Consistent team communication Reduce interpretation
  • 7. How Do You Use Personas? Articulate Goals and Improve Decisions Strategy Spending Metrics Results Challenge misconceptions Stop design debates Improve marketing messages, programs and distribution
  • 8. Is 6 Too Many, Is 2 Enough? Create personas that represent different needs Buyers are different than customers It’s about value, not number
  • 9. Market Segments Are Not Personas Market segment Demographics: age, income, work Psychographics: hobbies, lifestyle Persona Goals, beliefs, interactions, motivations, identity Narrative
  • 10. Build Persona in Layers Who they are every day? What they want? How they interact with you and your competitors? What facilitates the interaction? How does (or can) your persona impact your organization?
  • 11. Involve everyone in the company
  • 12. Personas are an archetype representative of the psychological and behavioral profile of a customer, buyer or user base
  • 13. A persona creates a common vision within an organization to guide decisions about strategy, content, interaction and design
  • 14. ENGAGEMENT USING PERSONAS THE PSYCHOLOGY OF AUDIENCE ENGAGEMENT Dr. Pamela Rutledge | prutledge@fielding.edu Dr. Jerri Lynn Hogg | jhogg@fielding.edu

Hinweis der Redaktion

  1. Articulate Goals and Improve DecisionsStrategy: Identify what behaviors and/or actions are most important Spending: Determine the prioritiesMetrics: Define expected behaviors and success measuresResultsChange misconceptions about market segmentsStop design debatesImprove marketing messages, programs and distribution channels
  2. Get In Your Customers' Heads: Creating Great PersonasSeptember 24, 2007 by ianHow is it that some web sites just click, the moment you look at them?What makes some people just love Grolsh beer, while others swear by Guinness?Why do you like BMWs, while I like Teslas?Why do I like one candidate, while you like another?This isn't luck. Someone designed these brands or campaigns to appeal to certain personalities. And they started with personas. Personas: Your Imaginary FriendsWikipedia defines personas as “fictitious characters that are created to represent the different user types within a targeted demographic that might use a site or product”. In short, they're your marketing campaign's imaginary friends. Playing with imaginary friends helps kids learn to interact with real people. Your personas will teach you to interact with a real audience. You should create at least 3 personas, defined by unique traits: Different levels of experience with your product, different benefits for your organization, different social classes, etc.. There are lots of ways to sketch out personas. This is how I do it - it's worked for me and I've refined it since I started writing for a living way back in 1990. Start With LayersI look at personas in layers: Who they are, every day.What they want, all the time.How they interact with you and your competitors.What might make this interaction happen/not happen.How they may affect your organization.ResearchThis might include statistics, but you must at least gather a team that knows these personas. The team might include: Experts on this audience.Anyone working with these personas on a daily basis: Salespeople, teachers, trainers, bosses, installers, tech support, etc..Writers who write documentation or marketing copy for these personas.Statistics are pretty easy to find, too: Social media: What do folks on Facebook, in the blogging world, etc. say about this brand, type of product or service? Don't take the first post as gospel - make sure you research.Quantcast (free): What are the demographics of people visiting similar sites?Keyword data from Adwords (free), Yahoo (free), KeywordDiscovery, WordTracker. The phrases people use are a great peek in their heads.Current site statistics, if you have 'em.Industry-wide site stats (Hitwise and NetRatings) if you can afford it.Geographic segmentation: Prizm (free).While you research, write down the impressions and insights you gain into each persona. You'll also probably dig up new personas as you go. Then it's time to write. I usually need 1-2 hours to complete each persona. It may take 4 hours if I'm stumped. But it's worth the effort. A good persona focuses your whole campaign. Writing: Answer these QuestionsYou don't have to answer every one in detail. The idea is to write something (like this example) that makes sense: Who they are, every day: DemographicsWhere do they live?What's the climate like there?Typical stuff: Age group, children, married/single, salary, job, home ownership, ethnicity, education, nationality.What group might they belong to? What's their status within that group? Are they influencers? On the fringes? By 'group', I mean something like 'cyclists', 'travelers', 'skiers' or 'people who like to cook'.What's their lifestyle?Any special interests? Party affiliations, etc.?Any accessibility issues?Are they internet novices? Experts?What kind of gadgets do they have?What's their reading level?Would this user be comfortable using a chat program? E-mail? A web-based form? Or only on the phone?What they want, all the time: EmotionalWhat's their self-image?Personality?What are this person's beliefs? This isn't about religion, necessarily.Where would they fit in a typical personality test? What are their day-to-day goals? Survival? Fun? Family? Something else?How they interact with you and your competitors: RelationshipHas this person used this kind of product/service before?Do they know much about it?When do they use this product or service, or otherwise take action?What's their role in this interaction? Decision maker? Researcher? Something else?What's the environment in which they'll use this web page? At home? Surrounded by co-workers? Barking dogs?...How do they feel about it? Is this a product the get excited about? Or is it a necessary evil?What might make this interaction happen/not happen: The PitchWhat's their goal in buying the product or service, or otherwise taking action? Think of the big and little picture here.During this interaction, should they feel adventurous? Secure? Confident? Luxurious? Powerful? Independent? Peaceful?What makes this interaction fun? Memborable? Maddening?How important is confidentiality?How much is trust an issue?What frustrates them about this product or service?What will make feel they've received value?How they may affect your organization: ImpactWhat effect is this person likely to have on the business? Help? Hurt? Earn money? Cost money? A long-term customer?How often will they come back and use this product, service or interaction?Will you enjoy working with this person?When you're done writing, you must at least get a picture of your best, just OK, and worst customer. See my next post for the may types of personas, and how you can make sense of them once you're done. Wow...Read more: Get In Your Customers' Heads: Creating Great Personas | Internet Marketing Strategy: Conversation Marketinghttp://www.conversationmarketing.com/2007/09/get_in_your_customers_heads_cr.htm#ixzz1FOvOlaKo