Persado Portal

Amy Blakemore

Learn how to generate self-service content in Persado Portal from start to finish.

Optimize Studio: Generate & Predict by Yourself

Learn about the basics of Persado's self-service content generation capability, and get links to key instructions.

Start Generating & Predicting by Yourself

Learn what the Persado team needs from you to set up your Portal account accurately, add users, and configure brand guidelines.

1. Complete Account Set Up and Add New Users for Self-service

Learn more about your brand voice capabilities in Portal, including what you can review and set up on your own.

2. Leverage Brand Voice Capabilities in Portal

Learn how to use Persado Portal to generate language recommendations in real time.

3. Generate and Improve Optimize Studio Content

Learn how to revise content that you've generated or improved and make sure you're leveraging all the features available in Portal.

4. Adjust Optimize Studio Content

Take advantage of collaboration tools in Portal to review and approve your self-service Content.

5. Finalize and Approve Optimize Studio Content

Learn how to deploy self-service content into market, whether manually or via an integration.

6. Deploy Optimize Studio Content

Learn how to flow results of your self-generated content into Portal and how to use this centralized reporting.

7. Upload and View Optimize Studio Results

Learn the chronological steps you'll take when using self-service capabilities for the first time.

Generate & Predict - by Yourself

Learn tips and tricks to yield the best content possible for your audience.

Optimize Studio Best Practices

This side-by-side comparison will help you decide which Enterprise Studio functionality to use for your campaign.

When to Generate vs. Improve

Make changes to your control message at any phase in the process.

How to Revise your Control Message

The Brand Alignment score, in addition to the Performance Prediction score, helps you select the best content for your audience.

Understanding Brand Alignment Scores

Learn how to interpret Performance Prediction scores and how to use them when selecting which content to deploy.

Understanding Performance Prediction Scores

Make sure the reading level of your content matches the target audience.

Using Readability Scoring

Learn how to use our 2 latest features for self-service capabilities to get even more options for your content.

Using AI Alternatives and Feedback via Text Selection

Target your content to particular types of users with our segmentation capabilities.

Creating Segments for Studio Content

Learn how to keep data secure when using our Studio capabilities.

Data Confidentiality for Optimize Studio

Check out this infographic to understand the different touchpoints of an email that we can generate content for.

Email Touchpoints: Content Placements

Learn best practices for incorporating dynamic variables into your Variant generation process.

Including Variables with Optimize Studio

For customers generating content on your own - learn all about our in-Portal support chat!

Support Chat for Optimize Studio

Once you know the basics, take a deeper dive into using self-service features here.

Master Optimize Studio Features

Check out our improved UI for generating and improving content as well as new Brand Management functionality.

Product Updates: Exclusion Lists and a UI Improvement

This just in: A new revoke approvals capability and improvements to the AI Alternatives feature!

Product Updates: Revoking Approval and AI Alternatives Bug Fix

You can now add Variants into the approval cycle when others are already pending approval.

Product Updates: Adding Variants into the Approval Cycle

You can now remove Variants from the approval cycle when others are already pending approval.

Product Update: Removing Variants for Approval

You can now configure character limitations for specific channels and touchpoints!

Product Update: Character Limitations

Keep Persado Portal organized by adding deploy dates and archiving old campaigns.

Product Update: Deploy Dates and Archiving Campaigns

It’s here: short paragraphs for email body content!

Product Update: Short Paragraphs for Email Bodies

You can now configure different character limitations for different campaigns within the same channel.

Product Updates: Custom Style Sets and User Privileges

Learn about new features available for Custom Style Sets, and start generating short paragraphs for web pages!

Product Updates: Custom Touchpoints and Channels and Short Paragraphs for Web

Lock in words or phrases you always want to see generated in your content.

Product Update: “Always Use” Content Field

Learn how to produce high-quality image previews with optimized language.

Product Update: Using Imager for Optimize Studio

You can now generate multiple touchpoints (e.g., two CTAs) for a single creative.

Product Update: Generate Multiple Touchpoints

Drive better performance with AI that understands your campaign context.

Product Update: Content Guidance for Optimize Studio

Product Update: Analyze for Studio

Better organize your campaigns up front with names, deploy dates, and tags.

Product Update: Content Generation Tags

Multiple releases to improve your day-to-day efficiency in Studio.

Product Update: Studio Enhancements

We'll post here about new features and general product updates on a rolling basis so you can make sure you're leveraging all of our capabilities.

Optimize Studio Product Updates

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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