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Persona management


You can create as many personas as you want.



Customize the persona template


Currently, the fields (name, age, occupation, etc.) that you see on the persona template are fixed, however, you can add a custom text field by clicking on the arrow at the bottom of the persona template.


Please note: we're going to launch the new persona editor soon, which will make the template much more flexible so you can add and delete any type of field however you like. Sign up for Smaply news to be notified when it's launched.  



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 persona template 
  3. click "Delete 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.




Export a persona


Currently you can export your personas as a PDF file and then print the document, send it to your team or save it on your device. You find export buttons on the upper right or lower left corner of the persona editor.


To export a persona:

  1. open the persona 
  2. click on the cog wheel in the upper right corner of the persona template 
  3. click "Export as PDF"


We are currently working on a Power-Point export function for personas – sign up for Smaply news to be notified when it's launched.  



Delete a persona


To delete a persona:

  1. open the persona 
  2. click on the cog wheel in the upper right corner of the persona template 
  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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