How you can create and edit personas in the HubSpot

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 

To create persona in HubSpot
  • 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

To edit an existing persona in HubSpot
  • 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

To delete a persona in HubSpot
  • 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