There are several marketing personas who work with Journey Designer, including customer experience designers,
channel owners, and creative managers. Additional personas collaborate on the customer experience,
such as marketing operations planners, customer data analysts, and marketing executives.
The responsibilities of these personas are described in the following table.
Table 1. Marketing persona responsibilities
User |
Role |
Responsibilities |
Ann |
Customer Experience Designer |
- Design the overall strategy for an omni-channel campaign with Anthony and Edward.
- Manage and align the work of single channel managers.
- Monitor and respond to ROI/P&L across campaigns.
|
Evan |
Channel Owner |
- Run touchpoints that are personalized for each customer across the channel offerings.
- Ensure that the touchpoints contain the right content and are delivered to the right
customers.
- Work with team members across the workflow stages to ensure that the final touchpoints meet all
strategic requirements.
|
Carlos |
Creative Manager |
- Design the creative items and work with copy writers to ensure that company messages are on
brand.
- Collaborate with the marketing team on the offers and assets that are used to support the
overall customer experience design.
|
Patty |
Marketing Operations Planner |
- Distribute and monitor budget allocations across marketing initiatives so that they reflect the
company’s business goals.
- Recommend budget reallocation based on the ongoing customer experiences throughout the
year.
- Report on and justify budget allocations to executives.
|
Edward |
Performance Analyst |
- Define and implement strategic approaches to align business goals with the customer’s
expectations.
- Identify trends and customer behavior in the data that provides the business insights and
intelligence.
- Act as the keeper of performance data and share the analysis and insights that optimize business
results.
|
Anthony |
Customer Data Analyst |
- Identify new market segments and determine how personas align to them.
- Work with the larger team to ensure that customer experiences align to the defined market
segment and the company’s business goals.
- Discover and analyze external data to supplement knowledge of their customers and business
opportunities or risks.
|
Tom |
Vice President of Marketing |
- Oversee the overall activities of the broader marketing team.
- Direct the general strategy of the marketing team, by using data and advice provided by Ann,
Anthony, and Edward.
- Report on the initiatives and results of the marketing team’s operations to the CMO.
|
The primary marketing persona for Journey Designer is Ann, the Customer Experience Designer.
Ann works with Anthony (Customer Data Analyst), who creates the optimal path for the customer
journey. Ann can use Anthony's optimal path as input for a new storyboard. Ann works with Patty
(Marketing Operations Planner) for budget requirements and constraints for the customer journey.
Ann works with Evan, the Channel Owner, to define the touchpoints in the customer journey. Evan
sets up and monitors the online touchpoints, such as emails, SMS, and mobile pushes. Ann and Evan
work with Carlos, the Creative Manager, for the creative items in the customer journey, such as
website landing pages and artwork for emails. Any of them can create work and approval requests for
the touchpoints in a storyboard.
Note: The ability to create approvals and to set up and monitor email, SMS, and mobile push
touchpoints is not available in the free trial version on
IBM® Cloud Marketplace.