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How do I create a persona?

Last updated: January 18, 2017

Available For:

Product: HubSpot Marketing
Subscription: Basic, Professional, & Enterprise

Personas are fictional, generalized characters that encompass the various needs, goals, and observed behavior patterns among your real and potential customers.

To create a persona:

  • Navigate to your HubSpot Marketing Dashboard.
  • Find and hover your mouse over the widget titled Top Personas and click Add persona.
    Note: If you are not seeing a Top Personas widget on your Marketing Dashboard, click Add Report at the top-right side of the dashboard and select the Top Personas report.
  • Click Add new persona to begin the setup wizard for creating a persona. For detailed instructions on setting up your persona, please reference the full user guide article here.
  • After completing the wizard you will be redirected to a view of the persona you just created. From here you can add additional information about your new persona or click Add another persona to create more personas. 

The Personas tool is integrated with many other tools in the HubSpot product. When you create a persona, an option for the persona you just created is added to the Persona property and default lists are created in the Lists tool.

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