Helix Personas coding works in 3 steps:

Firstly your customer database is tagged with a Helix Personas code. A unique identifier and a street address are needed. This file is automatically coded by Roy Morgan and returned to you with a summary report that profiles your customers. 

For information on how to code your database with Helix Personas click here

Once returned, this Helix Personas coded file can be integrated into your CRM system. This allows for data to be analysed by Helix Personas so that important groups of customers are identified.

Now that your key Helix Personas are identified, the Helix Personas website can be used to find out more about each Helix Personas. Key data available online includes the following:

• Core values and beliefs
• Readiness to adopt new things
• Key demographics
• Attitudes & activities
• Media consumption, product ownership and buying intention

Finally you can create communications that resonate with them at a psychographic level and target them with media they consume the most of. New customers can be tagged to evaluate how a chosen strategy is working.