Personas are the fictional characters that are created to represent a user type that might use a brand or product or a website. It encompasses the needs, goals, and behaviour patterns of your customers. By creating personas in your HubSpot account, you can target these groups and categorize your contacts.
To create a new Persona
- Click the settings icon from the main navigation bar of your HubSpot account.
- Go to CRM > Properties in the left sidebar menubar.
- Enter Persona in the search bar.
- To create a new persona, click + Add another persona.
- Enter information about your persona.
- When done, click Save
To edit an existing Persona
- Click the settings icon from the main navigation bar of your HubSpot account.
- Go to CRM > Properties in the left sidebar menubar.
- Enter Persona in the search bar.
- Click the Persona property. In the new window, you can edit the property.
- To edit a persona, hover over the option and click Edit.
- When done, click Save
To delete a Persona
- Click the settings icon from the main navigation bar of your HubSpot account.
- Go to CRM > Properties in the left sidebar menu,
- Enter Persona in the search bar.
- Click the Persona property.
- Hover over the persona to delete and click Edit.
- Click Delete in the bottam right.
- In the new window, click Delete persona.