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Persona management

You can create as many personas as you want.

Customize the persona template

Our customizable persona editor is live. Read more on how to work with it here

Duplicate a persona

Perhaps you have to create a multiple personas and you’d like them to all cover the same aspects. 

To duplicate / copy a persona:

  1. open the persona 
  2. click on the cog wheel in the upper right corner of the screen
  3. click "Duplicate persona"

The new persona will have the term "COPY" in the title. You can change this title by opening the new persona and simply changing the name.

Can I copy a persona to another project?

Unfortunately it is not possible to copy a persona from one project to another one. A workaround could be to duplicate a project so when you start your next project your personas are already in there.

Export a persona

You can export your personas as a PDF file or PowerPoint presentation and then print the document, send it to your team or present it in a meeting. You find the export manager in the upper right corner of the screen.

To export a persona:

  1. open the persona 
  2. click on "Export" in the upper right corner
  3. the Exports Manager opens
  4. choose your way of exporting and click on the blue button "Export as ..."

PowerPoint export could look like a bit messy at first sight- apologies for this experience - although after download the PPT export, you can freely modify and edit your persona and add different information on your slides. Choose PowerPoint export if you’re planning to give a presentation and would like to also include more information to your PPT and share your result with your stakeholders.

Export persona as a PDF file is ideal for hang it up in the room and continue working on it over time or use it during workshops.

Delete a persona

To delete a persona:

  1. open the persona 
  2. click on the cog wheel in the upper right corner of the screen 
  3. click "Delete persona"

If the persona has still be assigned to journey maps, the persona will be unassigned. The journey map will remain but no persona will be assigned to the journey.

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