Easily create custom person types and assign your contacts to one or multiple of them simultaneously, all while streamlining permissioning!
We've prepared a robust article here, going over the terminology, use-cases, and details of how this robust tool works.
Engagifii was launched with three categories into which to segment your contacts: Members, Non-Members, and Staff. Over time, we've learned from you that, while these labels meet most needs, it hasn't been nuanced or flexible enough to handle all your contacts elegantly.
We've heard you! So, I'm excited to introduce Engagifii's revolutionary new feature: Custom Personas and Person Types, built to capture the rich tapestry of relationships within your organization.
No more squeezing a square peg into a round hole. With this update, you can create custom categories that reflect your unique ecosystem. Diamond Partners, Tenured Members, Lobbyist Clients, Agency Contributors – the possibilities are endless.
Imagine the power:
- Flexibility: Capture every facet of a person's role with custom Person Types within each Persona. No more forcing "Instructor" into the "Staff" box!
- Simplicity: Streamline role and permission assignment based on Person Types. Just assign the Person Type and the role automatically follows.
- Clarity: Use your own language - call Members what you call them.
- Control: Admins manage the system, defining Personas, Person Types, and roles to perfectly match your organization's needs.
This isn't just about labels, it's about understanding. By accurately reflecting your relationships, you unlock a new level of engagement and effectiveness.
So, who will benefit from this transformative feature?
- Admins: Craft a system that perfectly mirrors your organization's unique makeup.
- Staff: Assign Personas and Person Types with ease, saving time.
- Members: Experience a system that speaks your language and respects your diverse roles.
- Everyone: Enjoy the clarity and efficiency that comes from accurate representation.
Get started with Personas and Person Types today!
P.S. Remember, customization is key. Don't be afraid to get creative and make this system work for you.