Note: This feature is currently in Alpha testing. Please reach out to maral.artang@knak.com if you would like to participate.

What Are Personas?

Knak Personas help you preview emails and assets using predefined recipient data.

Each Persona can include:

Merge tag values
Brand restrictions
Global segments
Avatar images

When you select a Persona in Preview, Knak automatically applies the configured settings. This creates a more realistic recipient experience.

Create a Persona

Navigate to the Admin side.
Click Personas.
Click Create Persona.
Enter a unique name.
Configure the Persona settings.

Optional Settings

You can add:

Description
Avatar image
Brand restrictions
Global segments
Merge tag values

Note: Persona names must be unique.

Configure Brand Restrictions

Associate one or more brands with a Persona.

Open the Brands section.
Click the + icon.
Search for and select a brand.
To add additional brands, click the + icon again and repeat the process.

Brand restrictions help simulate brand-specific experiences during preview.

Configure Global Segments

Associate Global Segments with a Persona.

Open the Global Segments section.
Click the + icon.
Search for and select a Global Segment.
To add additional Global Segments, click the + icon again and repeat the process.

Global Segments section of a Persona showing the add (+) button and selected Global Segments.

When you select the Persona in Preview, associated Global Segments automatically activate.

Configure Merge Tag Values

Store merge tag values in a Persona to preview personalized content.

Use Default Values

If a merge tag already has a default value configured, that value automatically appears when you create or edit a Persona.

You can:

Keep the default value
Replace it with a Persona-specific value

Add Persona Values

Locate the merge tag.
Enter a value.
Click Save.

Example:

Merge Tag	Value
First Name	Betty
Lead City	Ottawa

Persona configuration displaying merge tag values used for Preview personalization.

Save Your Persona

After configuring your settings:

Review the Persona configuration.
Click Save Changes.

Create Persona page with completed Persona settings and the Save Changes button.

The Persona is added to the Personas list and becomes available in Preview.

Manage Personas

From the Personas page, you can:

View Personas
Search Personas
Edit Personas
Delete Personas

You can open a Persona in either of the following ways:

Click the Persona name.
Click the three-dot menu and select Edit.

Personas list displaying available Personas

If you attempt to leave the page with unsaved changes, Knak prompts you to:

Save changes
Continue editing
Discard changes

This helps prevent accidental data loss.

Unsaved Changes warning from the Personas setting page.

Search and Filter Personas

Use search, filters, and sorting options to quickly find Personas.

Search by Name

Enter a Persona name in the search bar.

Personas page showing search input field.

Filter Personas

Click Filter to view available filtering options.

Expanding filter options in the Personas page.

Filter by Brand

Click Filter.
Select Brand.
Choose a brand.

The list updates to display Personas associated with the selected brand.

Filter by Global Segment

Click Filter.
Select Global Segment.
Choose a Global Segment.

The list updates to display Personas associated with the selected Global Segment.

Filter menu displaying the Global Segment filter option for Personas.

Sort Personas

Sort the Personas list by name:

A–Z to display Personas in ascending alphabetical order
Z–A to display Personas in descending alphabetical order

These options make it easier to manage large Persona libraries.

Personas list with sort options for alphabetical ordering.

Use Personas in Preview

Select a Persona to apply saved preview settings.

Access Preview

You can open Preview in either of the following ways:

Click Preview at the bottom of the builder.
Click Actions and select Preview.

Builder view showing the Preview button and Actions menu Preview option.

Preview values are enabled by default. All preview settings are available from a single interface, making it easier to test personalization and dynamic content.