When you’re getting started with self-service, your Account Team will make sure that your Persado Portal account is configured to your user needs and your brand voice. This article will outline what you need to provide so we can begin building your Custom Language Model.
1. Provide List of Portal Users
To set up Portal, we’ll first need names and email addresses of everyone from your company who plans on using Persado. This could be anyone who plans on generating/improving content or who simply will need access to review and approve it.
Once you have provided this information to your Persado Onboarding Manager, users will receive an email confirming their login, along with a link that directs them to their Portal dashboard.
2. Provide Brand Voice Materials
Our Content Intelligence team customizes your Portal instance to your brand and brand voice. Please provide the following materials we can use to inform our model, which will continue to learn over time:
Brand voice documentation: Any brand voice documentation or formatting rules your team already refers to for writing best practices. Recommendations are particularly helpful (e.g., “We use all caps for CTAs” or “Our tone is conversational, without sounding overly casual.”).
Historical content: Examples of past content from the channels you intend to use in Portal that you believe accurately represent your brand's voice and style.
Segment/audience-based recommendations: Any information on broader campaign themes, specific audiences you’re targeting, or other communications you plan to send using content from Persado (e.g., weekly deals promotions, welcome campaigns, etc.).
What you CAN’T say: Any marketing or legal words and/or phrases that are not allowed in your marketing communications. Restrictions are super helpful!
Please send the above for all brands if you have more than one associated with your account.
The above is an example of the type of guidance we’d love for you to provide so we can configure your brand voice!
Once we’ve received these materials, we can configure your brand voice in your account. Check out what that looks like here.
How does Persado codify brand voice?
Using the inputs above, Persado codifies brand voice in the following manner. This is something we handle behind the scenes, so no actions are needed on your end other than providing the information above!
Reading level: How easy to read or sophisticated content should be, considering criteria like sentence length, vocabulary, and structure.
Syntax: Preferred subject-verb patterns. For example, how you speak from the brand perspective (e.g., “we”), speaking to the recipient (e.g., “you”), or a descriptive approach.
Tone of Voice: 2 to 3 adjectives that best describe your brand’s personality, along with a description of how to accomplish each (this can be, for example, historical content of what you’ve used in the past).
Casing: Preferences for title case, camel case, sentence case, etc.
Formatting & Punctuation: Technical styling preferences such as use of semicolons and oxford commas, and personality preferences such as limiting the use of exclamation marks.
Emojis & Symbols: Preferences for emoji use and frequency.
Disallowed Language: Any marketing or legal words and/or phrases that are not allowed in your marketing communications.
Industry Compliance: Any considerations for regulatory compliance, where applicable.
Further criteria can be customized per touchpoint by channel.