Creating and Using Personas (Ideal Customer Profiles)

Personas help you build consistent prospecting searches by saving commonly used search criteria or your Ideal Customer Profile (ICP).

Instead of selecting the same filters each time you search, you can create a Persona and reuse it whenever you need to find similar contacts.

A Persona includes:

• Job Titles
• Seniority Levels
• Locations

Once applied, you can continue refining your search using the other available Search filters.

Before You Begin

Ensure that you are logged in to the Cognism Legacy Platform.

Each user can create up to 6 Personas.

Note: Personas are personal to your account and are not shared with other users in your organisation.

Create a Persona

You can create a Persona from either:

• Search
• Personas

To create a Persona:

1. Open Search and expand Persona under Workflows, or open the Personas page.
2. Click Create New.
3. Enter a name for the Persona.
4. Select one or more:
   • Job Titles
   • Seniority Levels
   • Locations
5. Review the estimated number of matching contacts displayed in the preview.
6. Click Save.

The Persona is immediately available for future searches.

Edit a Persona

To edit an existing Persona:

1. Open the Personas page, or select the Persona from Search.
2. Choose Edit.
3. Update the Persona name or filters.
4. Click Save.

Changes apply immediately to future searches using that Persona.

Use a Persona in Search

To apply a Persona:

1. Open Search.
2. Expand Persona under Workflows.
3. Select one or more Personas.

The saved filters are automatically applied.

You can continue refining your search by applying additional Search filters such as:

• Company filters
• Industry
• Technologies
• Revenue
• Employee size
• Intent
• Exclusions

Personas provide a starting point for your search and can be combined with any other supported filters.

Using Multiple Personas

You can apply multiple Personas within the same search.

This allows you to search across multiple target audiences without creating separate searches.

Troubleshooting

Why can't I create another Persona?

Each user can create a maximum of 6 Personas.

Delete or edit an existing Persona if you need to create a new one.

Can other users see my Personas?

No.

Personas are private to the user who created them.

Why are my search results different from the Persona preview?

The preview is an estimate based only on the Persona filters.

Additional filters applied during Search may increase or reduce the number of matching contacts.

Can I edit a Persona after creating it?

Yes.

You can update the Persona name, Job Titles, Seniority Levels, and Locations at any time.

Best Practices

• Create Personas for your most common buyer profiles.
• Use descriptive names such as UK Marketing Directors or US SaaS Sales Leaders.
• Keep Personas broad, then refine your results using additional Search filters.
• Include only the core attributes that define your ideal customer profile.