Context

When setting up prospecting Plays, users may need to address scenarios where they aim to target multiple personas within the same Play. To ensure that one persona does not consume all available prospects due to priority ranking, consider balancing the allocation criteria for each persona effectively. This approach ensures a fair distribution and improves outreach efficiency.

Answer

To effectively target multiple personas within the same play without having the first persona consume all available prospects:

1. Use parallel prospecting nodes in your play design to allow simultaneous targeting of different personas

2. Set individual maximum prospect caps for each persona in their respective nodes

Common Issue: If you're not meeting your expected prospect limits (e.g., setting 5-7 but only getting 2-3 prospects per account), this is normal when targeting specific personas. The system may not find enough prospects matching your defined criteria. To increase prospects, consider broadening your persona targeting criteria, editing target titles or audience filters, or creating more specific personas with carefully defined inclusion/exclusion lists.

Important: When defining inclusion/exclusion lists for titles, be aware that exclusions use fuzzy "contains" matching and take precedence over inclusions. For example, excluding "director" will also exclude "Executive Director" or "Director of Marketing" even if those titles are explicitly listed in your include titles field. To avoid unintentionally excluding desired personas, use specific exclusion terms (e.g., "Director of Operations," "Facilities Director") rather than broad terms like "director".