Transactions

Model any interaction your customers take inside Persona

Introduction

8 articles

Key Concepts

Conceptual guides about Transactions

Transactions overview2 min read Transactions statuses and lifecycle1 min read Transaction types and fields1 min read Transaction Types and Change Management1 min read Platform Connections3 min read Creating a Transaction1 min read Using filters and saved views of Transactions3 min read Transaction Filterable Fields1 min read

Features

3 articles

Configurations

Learn about the available Transaction configuration that enable you to define Transaction Types, fields schemas, and other useful features of Transactions.

Transactions Field Editor1 min read Converting Transaction Field Types5 min read Transaction Filterable Fields1 min read