Design Issues in Automatically Generated Persona Profiles: A Qualitative Analysis from 38 Think-Aloud Transcripts

In this research, we examine uses in automatically generating personas from online data using qualitative methods.

The increased access to data and computational techniques enable innovations in the space of automated customer analytics, for example, automatic persona generation.

Automatic persona generation is the process of creating data-driven representations from user or customer statistics. Even though automatic persona generation is technically possible and provides advantages compared to manual persona creation regarding the speed and freshness of the personas, it is not clear (a) what information to include in the persona profiles and (b) how to display that information.

To query these aspects relating to the information design of personas, we conducted a user study with 38 participants. In the findings, we report several challenges relating to the design of automatically generated persona profiles, including usability issues, perceptual issues, and issues relating to information content.

Our research has implications for the information design of data-driven personas.

Salminen, J., Sengun, S., Jung, S.G., and Jansen, B. J. (2019) Design Issues in Automatically Generated Persona Profiles: A Qualitative Analysis from 38 Think-Aloud Transcripts. The ACM SIGIR Conference on Human Information Interaction and Retrieval (CHIIR2019). Glasgow, UK. 10-14 March.

Common Questions About Personas (We’ve Got the Answers!)

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In this blog post, we’ve gathered some commonly asked questions about personas. Got more questions about personas? Just send us a message and we’ll address your question!

Frequently Asked Persona Questions:

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How are personas and market segments different?

Personas and market segments are higly similar in the sense that they both are based on real data about the customers. However, the main difference is that personas individualize that data in a representation that has a name, face, and human attributes. In conclusion:

Personas = humanlike representations of customer groups
Market segments = nameless, faceless descriptions of customer groups

How can I use a persona for online analytics?

Personas provide alternative to numbers. Therefore, you can use personas to present your online analytics data as people instead of nameless, faceless target groups. This can help decision makers to “get into the shoes” of customers, offering a more immersive understanding of the customers than the “cold”, raw numbers.

Customer segmentation using online platforms: isolating behavioral and demographic segments for persona creation via aggregated user data

In this research, we propose a novel approach for isolating customer segments using online customer data for products that are distributed via online social media platforms. We use non-negative matrix factorization to first identify behavioral customer segments and then to identify demographic customer segments.

We employ a methodology for linking the two segments to present integrated and holistic customer segments, also known as personas. Behavioral segments are generated from customer interactions with online content. Demographic segments are generated using the gender, age, and location of these customers.

In addition to evaluating our approach, we demonstrate its practicality via a system leveraging these customer segments to automatically generate personas, which are fictional but accurate representations of each integrated behavioral and demographic segment.

Results show that this approach can accurately identify both behavioral and demographical customer segments using actual online customer data from which we can generate personas representing real groups of people.

An, J., Kwak, H., Salminen, J., Jung, S.G., and Jansen, B. J. (2018) Customer segmentation using online platforms: isolating behavioral and demographic segments for persona creation via aggregated user data, Social Network Analysis and Mining. 8(1), 54.

How to use a persona?

Here are some of the many ways to use a persona:

  • Brand Discovery: Uncover how your core customers feel about your product or service and how they rationalize the purchase decision.
  • Channel and Offering Alignment: Align every piece of offerings and marketing activity to a persona and purchase stage, identifying new channels and needs where opportunities exist.
  • Communication: Personas are also great for communication among team members and across departments. Personas are GREAT for meetings! They keep folks focused on the BIG picture.
  • Content Creators: Content creators can leverage personas for the delivery of content that will be most relevant and useful to their audience. When planning for content, we might ask “Would Bridget understand this?” or “Would Bridget be attracted by this?”
  • Executives: can keep personas in mind while making strategic decisions. In fact, a persona can become a “silent member in the boardroom”.
  • Experimentation and Optimization: Carry out well-thought experiments to produce statistically significant business insights and apply the results to optimize performance.
  • Journey Mapping: Plot the stages and paths of the persona lifecycle, documenting each persona’s unique state of mind, needs, and concerns at each stage
  • Marketing: When you understand where your core customers spend their time online, you are able to focus your marketing spend on these channels.
  • Persona Discovery: Document the individuals involved in the purchase process in a way that allows decision makers to empathize with them in a consistent way.
  • Product Managers: can use the information to design a product that meets the needs or desires of core customers, and marketing can use personas to craft messages that resonate.
  • Product Offerings: Personas can be extremely helpful in product development. With the help of personas, you can more easily build the features that suit your customers’ needs. Forrester Research reports a 20% productivity improvement with teams that use personas.
  • Reporting and Feedback: Report and review data and insights to drive strategic decisions, as well as provide information to the organization as a whole.
  • Sales: Targeted offerings can help you convert more potential customers to subscribers, followers, and customers. You can also use persona description to tailor lead generation which is likely to improve your lead quality and satisfaction.

What is a data-driven persona?

A data-driven persona is derived from verifiable facts about the represented segment of the target population in sufficient amount for quantitative analysis.

An ideal persona is a proxy for a person. The person is the targeted user group, audience, or customer segment. An ideal persona is both describes a segment and predicts the segment behavior.

Data-driven personas come the closest to the ideal persona.