Manage seasonal personas

If an account has a seasonal residence, consider creating a seasonal persona so that you can contact the account properly throughout the year. Persona types are system-defined fields. For information about how to add a system-defined field, refer to Add and Rename System-Defined Field Values.

1. After you create a seasonal persona type, you can add seasonal personas to accounts. From the Personas page on an account, select the seasonal persona type.

   Note: The seasonal persona should not be the primary persona.

2. Enter contact information such as a seasonal address and phone number.

3. Enter the dates for which the seasonal persona is in effect. The dates are recurring. You do not need to update them each year.

4. Click Save And. The new seasonal persona can be used the account in reports and communication.

When you create reports and send communication, you indicate the personas to use. To respect seasonal addresses, we recommend you select to use a persona hierarchy. When you use a hierarchy, you set up an order of persona types. For each account, eTapestry uses the information associated with the highest applicable persona.

For example, make the seasonal persona the highest persona in the hierarchy. For the second highest persona, use the primary personal persona.

• If you send communications while the seasonal persona is in effect, then the communication is sent based on the contact information for the seasonal persona.

• If you send communications when the seasonal persona is not in effect, then the communication is sent based on the contact information for the primary personal persona.

• If you send communications and the account does not have a seasonal persona, then the communication is sent based on the primary personal persona.