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Numbered Headings

Add a Persona

In My Marketo, click Admin.

In the tree, select ABM.

Click Edit.

Marketo note

The Job Title persona is included by default. It cannot be modified or deleted.

To add additional personas, click +Add.

Give your persona a name, and select the corresponding field in the drop-down. You can add up to two additional personas. Click Save when done.

Marketo note

Only Salesforce custom fields of type "picklist" that have been synced to your Marketo instance are available in the persona field drop-down when creating a persona.

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View Your Personas

View your personas by visiting a specific Named Account.

Select the desired Named Account.

Click the Personas tab.

All of your personas are listed. Click on a number to see the list of people.

Marketo note

The X in the Title Persona acts as a wild card character. For example, "CXO" will include CEOs, CFOs, etc.

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Persona Filters

Use persona filters in a smart list to market to a specific group of people.