Contact or User lists (personas)

Contact or User lists (personas)

Contact or User lists (personas), i.e., individual users and executives at your customer who you send Cast presentations to.

Here are some example attributes you may provide to cast to personalize presentations for each contact:

1. contact-identifier: A unique identifier for the user (required), e.g. c1234
2. first-name: The first name of the user, e.g. John
3. contact-email: The user’s email that will receive cast presentations, e.g. john@nike.com
4. account-identifer: A unique identifier for the user’s account, e.g. a00232
5. account-name: The name of the user’s account, e.g. Nike
6. customer-start-date: e.g. 07/11/2018
7. sender-name: The name of the contact sending Cast presentations to the user, e.g. Kenzie CSM Smith
8. sender-email: The email of the contact sending Cast presentations to the user, e.g. kenzie@your-domain.com
9. has-renewal-authority: Whether or not the user has renewal authority, e.g. true if John has renewal authority
10. has-expansion-authority: Whether or not the user has expansion authority, e.g. true if John has expansion authority
11. persona: The user’s persona, e.g executive, manager
12. last-login: The user’s last login, e.g. never

Note: above is just an example. Cast.app has a built-in mapper and can therefore use any attributes.

Contact Lists are data-driven

Sample contacts dataset

Hover on table and scroll horizontally to view all columns.

contact-identifier	your-customer-first-name	your-customer-contact-email	customer-account-identifer	sender-name	sender-email	has-expansion-authority
c1234	John	john@yourcustomer.com	a1	Kenzie CSM Smith	kenzie@yourcompany.com	true
c43424	Karen	karen@youranothercustomer.com	a999	Mark Account Manager	mark@yourcompany.com	false
c13244-32	Joe	joe@yourcustomer.com	a1	Kenzie CSM Smith	kenzie@yourcompany.com	false