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13/umbraco-engage/SUMMARY.md

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* [Finish an A/B Test](marketers-and-editors/ab-testing/finish-an-ab-test.md)
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* [Personalization](marketers-and-editors/personalization/README.md)
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* [Cockpit Insights](marketers-and-editors/personalization/cockpit-insights.md)
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* [Extending Personalization](marketers-and-editors/personalization/extending-personalization.md)
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* [Implicit and Explicit Personalization](marketers-and-editors/personalization/implicit-and-explicit-personalization/README.md)
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* [Setting up the customer journey](marketers-and-editors/personalization/implicit-and-explicit-personalization/setting-up-the-customer-journey.md)
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* [Referral Scoring](marketers-and-editors/personalization/implicit-and-explicit-personalization/referral-scoring.md)
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* [Settings](developers/settings/README.md)
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* [Custom goals scoring](developers/settings/custom-goals-scoring.md)
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* [Configuration](developers/settings/configuration/README.md)
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* [Reporting](developers/settings/configuration-options-2-x/reporting.md)
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* [Reporting](developers/settings/configuration/reporting.md)
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* [Headless](developers/headless/README.md)
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* [Using the Marketing API](developers/headless/using-the-marketing-api.md)
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* [Headless Example](developers/headless/headless-example.md)
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* [Overview](tutorials/README.md)
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* [How to get started with Personalization](tutorials/how-to-get-started-with-personalization.md)
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* [How to Create a Persona](tutorials/how-to-create-a-persona.md.md)
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* [How to Create a Persona](tutorials/how-to-create-a-persona.md)
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* [Create a Personalized Popup in 5 minutes](tutorials/create-a-personalized-popup-in-5-minutes.md)
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* [8 steps towards the ideal A/B test](tutorials/set-up-your-first-ab-test.md)
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* [Marketing Resources](tutorials/marketing-resources/README.md)
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---
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description: Reporting section in Configuration.
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---
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# Reporting
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Reporting will run every night at 04:00 AM (configurable). All data is transferred from the relational database tables to a star scheme. All existing reporting tables are dropped and recreated during the process.
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You can use the Log to see if reporting ran successfully.
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There is a red Regenerate button, do NOT use this on production environments. This button is only intended to use on non-production environments to regenerate the reporting data while you not have to wait till 04:00 AM.

13/umbraco-engage/marketers-and-editors/personalization/extending-personalization.md

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---
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description: On this page, you can learn how you can set up the Personas in Umbraco Engage.
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---
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# How to Create a Persona
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## Introduction
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Before setting up a Persona, we recommend you read the [Personas article](../marketers-and-editors/personalization/implicit-and-explicit-personalization/setting-up-personas.md) in the **Implicit and Explicit Personalization** section.
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Below you can find some resources on how to define a persona:
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* [How to create a Persona in five steps](https://www.figma.com/resource-library/how-to-create-a-persona/) by Figma
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Once you have defined your persona, you can create it in Umbraco Engage.
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## Creating your Personas
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To create your Personas in Umbraco Engage, follow the steps below:
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1. Go to the **Engage** menu in the top navigation.
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2. Go to **Personalization** in the Umbraco Engage menu.
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<figure><img src="../.gitbook/assets/image (5) (1).png" alt=""><figcaption></figcaption></figure>
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3. Go to **Personas** in the menu under **Personalization**.
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<figure><img src="../.gitbook/assets/image (7) (1).png" alt="Personas menu."><figcaption><p>Personas menu.</p></figcaption></figure>
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4. Click **Add New Persona Group**.
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<figure><img src="../.gitbook/assets/image (1) (1).png" alt=""><figcaption></figcaption></figure>
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4. Add the details for the **Persona Group.**
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1. Add a **Title.**
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2. Add a **Description.**
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3. Set the[ Advanced settings](get-started-with-personas-and-personalization.md#advanced-persona-group-parameters) to fit your needs.
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<figure><img src="../.gitbook/assets/image (2) (1).png" alt=""><figcaption></figcaption></figure>
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5. Click **Add Persona** to add a new Persona.
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1. Add a **Title/Name** to the Persona.
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2. Add a **description** of the Persona.
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3. Select a **Color** for the Persona.
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4. Select an **image** for the Persona
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* You can upload your own image or use one of the default ones.
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<figure><img src="../.gitbook/assets/image (3) (1).png" alt=""><figcaption></figcaption></figure>
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5. Click **Add Persona**.
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You have now set up your personas and can score your [content](../../../personalization/implicit-personalization-scoring-explained/content-scoring/), [campaigns](../../../personalization/implicit-personalization-scoring-explained/campaign-scoring/), and [referrals](../../../personalization/implicit-personalization-scoring-explained/referral-scoring/) against these personas.
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## Advanced persona group parameters
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If you want to tweak the working of the persona scoring in-depth, you can go to the advanced settings of a persona group.
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Here you have the option to set different parameters:
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* **Threshold value**. This threshold value needs to be reached before a persona can become active. In this case, a persona needs to have 25 points at least before a visitor can be this persona.
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* **The minimal deviation**. This setting specifies the minimal deviation between the persona with the highest and second-highest scores. This can be specified in an absolute value or a percentage.
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* **The minimal deviation percentage**. The percentage specifies the minimum difference between the highest and second-highest scores before a Persona becomes active. In this case, the difference between the first and second persona should be at least 25%.
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* **The absolute value deviation**. The absolute value specifies the minimum difference between the highest and second-highest scores before a persona becomes active.
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* **The expiration type**. Specify whether the implicit persona scoring expires. This can be set to 'never' when it does not expire or can be set to a number of days or sessions.
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* **The maximum points to score**. Specify the maximum number of points that can be scored per persona per item.
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By adjusting these settings you can tweak the performance of the Umbraco Engage algorithm.

13/umbraco-engage/tutorials/marketing-resources/generic-popup-template.md

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---
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description: >-
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To boost the marketing activitites on your website, you can add a Umbraco Engage popup to
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you website. Find a template for the popup in this article.
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icon: square-exclamation
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description: >-
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To boost the marketing activitites on your website, you can add a Umbraco
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Engage popup to you website. Find a template for the popup in this article.
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# Generic Popup Template
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Use the popup template to start boosting your marketing activities. The template can be set up and used without help from a developer.
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It is recommended to personalize the popup to make it even more relevant for your specific audience. [Read this blog](https://www.umarketingsuite.com/blog/a-personalized-popup-in-5-minutes/) if you want to set up a personalized popup within Umbraco Engage.
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It is recommended to personalize the popup to make it even more relevant for your specific audience. Follow the [Create a Personalized Popup in 5 minutes tutorial](../create-a-personalized-popup-in-5-minutes.md) to set up a personalized popup within Umbraco Engage.
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{% hint style="info" %}
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Install [the client-side script](../../../../analytics/clientside-events-and-additional-javascript-files/additional-measurements-with-our-ums-analytics-scripts/) on your website to benefit from the full functionality of the template.

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