Skip to main content

Persona Page Overview

The Personas page lets you view, search, customize, and export customer records in AIQ. Use it to find specific customers, download data, understand persona sources, and manage archived personas.

Updated over 3 weeks ago

Prerequisites

Before getting started, ensure you have:

Required Permissions:

The personas page is available to users with the following permissions:

  • Staff

  • Manager

  • Analyst

  • Marketing

  • Marketing Analyst

  • Operator

  • Owner

Searching for Personas

AIQ offers several ways to find personas quickly and accurately:

  • Search by unique ID (email or phone number)
    This is the most reliable way to locate an individual persona and will return an exact match.

  • Search by full name
    Enter the full name (for example, Susan Green) to return only that exact match. Partial name searches will return broader results.

  • Search by Source ID
    Searching by Source ID returns only exact matches tied to that identifier.

You can further refine your results using table filters such as contact information, subscription status, and source.
​

Downloading Your Customer List (Persona Export)

You can export persona data directly from the Personas table:

  1. Click the More (…) icon in the top-right corner of the table.

  2. Choose one of the available download options:

Download CSV

  • Quickly downloads a single page of personas (up to 100 records).

  • You can adjust the number of personas per page using the dropdown at the bottom right of the table.

  • To export your entire customer list, navigate to the Audience page and create an audience first.

Download Signatures

  • Downloads a ZIP file containing all signatures collected through your signature pad on the signup form (if enabled).

Note: Download CSV may not be available for all accounts, please use the Chat widget in the bottom right of your AIQ dashboard, and select the "Request Report" option that appears when you start a new converstion if it is not available to you.

Showing or Hiding Columns in the Personas Table

You can customize which fields appear in your Personas table:

  1. Navigate to Customers > Personas

  2. Click the Columns icon in the upper right:
    ​

  3. Toggle columns on or off in the slide-out panel

  4. Click Save to apply your changes

This allows you to tailor the table view to your workflow.

Understanding Persona Sources

The Source field indicates how a persona was added to AIQ:

Source

What this means

AIQ Loyalty

The contact joined through an AIQ signup form.

File Import

The contact was added through a manual CSV upload using Bulk Import Personas.

Pixel

The contact was created through AIQ pixel tracking.

Collectible

The contact joined using a collectible code.

OCR

The contact was created by scanning a receipt.

REST API

The contact was added via the AIQ API instead of an integrated platform.

Integrated Software

The contact was created through a connected integration. The source name reflects the specific software (for example, Shopify or Salesforce).

View Archived Personas

  1. Open the (...) on the Personas page and choose View Archived Personas.

  2. Use the search feature to search for the PII (email/phone number) of the archived customer.

  3. Click Unarchive if you wish to reinstate the Persona record.

Persona Page FAQ

Why does the points column on the persona page not match up to the persona's points total when opening up their details?

The persona page points column is a cached value, rely on the points balance from within the persona card as the source of truth of the customer's points balance.

How do I see previously imported files?

  1. Navigate to Customers > Personas

  2. Click on the more (...) icon in the top right corner of the personas table

  3. Click on "View Import History"

Need Help?
​
If you need help managing personas reach out to AIQ Support through the chat widget in your dashboard.

Did this answer your question?