What Are Contact Types vs Personas?
Contact Types describe how someone relates to you or your business. Personas describe who they are in your industry or community.
Contact Types (How They Relate to You)
Contact Types are the relationship category you put someone into.
This helps Segwik know how to treat the contact inside your system.
- Lead / Prospect
- Client / Customer
- Former Client
- Vendor
- Partner
- Referral Source
- Member / Subscriber
- Attendee
- Family Member / Student / Staff (when relevant)
Contact Types answer:
“What is this person or entity to me?”
Personas (Who They Are in the World)
Personas describe the contact’s identity in your ecosystem —
the kind of person they are in your audience, community, or industry.
- Solopreneur
- Small Business Owner
- Buyer / Seller / Renter
- Donor / Volunteer / Sponsor
- Executive / Manager / Decision Maker
- Local Shopper / Online Shopper
- Homeowner / Property Manager / Landlord
Personas are not “your relationship.” They’re who the person is in the ecosystem.
How They Work Together
Contact Types and Personas work best together:
- Contact Type = how you know them
- Persona = who they are
- Together = better journeys, better messaging, and cleaner organization
Contact Types define the relationship. Personas add context.
Premium
Preloaded Lists + Premium Expansion
Segwik comes with preloaded contact types and personas based on the industry you selected.
Preloaded in your account
Industry-specific
Premium = Unlimited
With Grow or Pro, you can add unlimited custom Contact Types and Personas
to match the exact way your business operates.
Preloaded Contact Types & Personas by Industry
Click your industry to view what’s preloaded in your account.
Professional Services
Retail & E-Commerce
Technology Services
Publishing
Home Services
Auto
Legal Services
Membership Org
Creative Services
Real Estate
Financial Services
Hospitality
Non-Profit
Entertainment
Other
Professional Services
Contact Types
- Lead
- Client
- Former Client
- Referral Source
- Partner
Personas
- Solopreneur
- Small Business Owner
- Entrepreneur
- Manager
- Executive
- Educator
- Healthcare Professional
Retail and E-Commerce
Contact Types
- Retail Customer
- Customer
- Subscriber
- Vendor
- Referral Source
Personas
- Local Shopper
- Online Shopper
- Bargain Shopper
- Gift Buyer
- Trend Seeker
Technology Services
Contact Types
- Lead
- Client
- Vendor
- Partner
- Referral Source
Personas
- Small Business Owner
- IT Decision Maker
- Technology Leader
- Remote Worker
- Digital Adoption Seeker
Publishing
Contact Types
- Subscriber
- Contributor
- Member
- Referral Source
- Attendee
Personas
- Reader
- Author
- Reviewer
- Librarian
- Teacher
- Publisher
Home Services
Contact Types
- Lead
- Client
- Former Client
- Sub-Contractor
- Referral Source
Personas
- Homeowner
- Property Manager
- Renter
- Landlord
- Board / HOA Member
Auto
Contact Types
- Lead
- Customer
- Former Client
- Vendor
- Referral Source
Personas
- Car Owner
- Buyer
- Driver
- Auto Enthusiast
Legal Services
Contact Types
- Lead
- Client
- Former Client
- Referral Source
- Partner
Personas
- Business Owner
- Family Representative
- Estate Manager
- Immigrant
Membership Organization
Contact Types
- Member
- Attendee
- Board Member
- Stakeholder
- Referral Source
Personas
- Member
- Sponsor
- Advocate
- Volunteer
- Community Leader
Creative Services
Contact Types
- Lead
- Client
- Former Client
- Vendor
- Referral Source
Personas
- Small Business Owner
- Entrepreneur
- Marketing Leader
- Event Organizer
- Influencer
- Content Creator
Real Estate Services
Contact Types
- Lead
- Client
- Former Client
- Investor
- Referral Source
Personas
- Buyer
- Seller
- Renter
- Investor
- Downsizer
- Relocator
- Landlord
Financial Services
Contact Types
- Lead
- Client
- Former Client
- Investor
- Referral Source
Personas
- High-Earner
- Young Professional
- New Parent
- Pre-Retiree
- Retiree
- Student With Debt
- Policy Holder
Restaurant, Hospitality, and Catering
Contact Types
- Customer
- Attendee
- Vendor
- Referral Source
- Subscriber
Personas
- Local Patron
- Food Enthusiast
- Tourist
- Event Client
- Corporate Planner
- Venue Partner
Non-Profit Organization
Contact Types
- Donor
- Member
- Stakeholder
- Attendee
- Referral Source
Personas
- Donor
- Sponsor
- Volunteer
- Program Participant
- Advocate
- Community Supporter
Entertainment
Contact Types
- Attendee
- Subscriber
- Partner
- Cast Member
- Referral Source
Personas
- Fan
- VIP Supporter
- Event Sponsor
- Performer
- Community Patron
- Event Organizer
Other
Contact Types
- Lead
- Client
- Customer
- Referral Source
- Member
Personas
- General Consumer
- Community Member
- Business Professional
