How to Use Your Personas in Your Search

This article explains how to apply personas to quickly filter contact results and improve targeting. 

Personas help you quickly narrow down contact search results by applying predefined criteria. By combining personas with other search filters, you can find the most relevant contacts and streamline your prospecting.

Prerequisites

Before you start:

• Personas must already be created and managed by a Cognism admin
• End users cannot create or edit personas

If you cannot see any personas, contact your admin.

How to use your personas in your Cognism search

1 - Open contact search

1. In Cognism, click Search in the left-hand navigation. 
2. Select the Contacts tab. 

Personas are only available when searching for contacts. They do not apply to company searches.

2 - Apply a persona to your search

1. In the filters panel, expand Persona. 
2. Select a persona from the dropdown list.

The selected persona is applied immediately and filters your search results.

3 - Combine personas with other filters

After applying a persona, you can refine results further by adding additional filters such as:

• Job title
• Seniority
• Department
• Location

Expected results

After applying a persona:

• Contact results are filtered based on the selected persona
• Results update immediately when a persona is selected or removed

Next steps

• Combine personas with additional filters to refine your search
• Contact your admin if a persona needs updating or if a new one is required