How to manually assign personas in contacts
1. Navigate to All Contacts
In your HubSpot Marketing account, navigate to Contacts > All Contacts.
2. Contact record > Properties
Choose which contact record you'd like to edit and click on their name. This will take you to their individual contact record.
Once in the contact record, locate the About card and choose View all properties.
3. Edit and save persona
From here, you'll want to locate the Persona property. You can do this quickly by searching for persona in the top search bar. When you locate the property, click within the field to select a persona, then click Save.
How to add personas through imports
Before you begin, create a spreadsheet of your contacts with a column marked "Persona." Save this spreadsheet as a CSV (comma separated value) file. In order to be imported into HubSpot, each contact requires an email address.
This persona column should be populated with the field values that a visitor would self-select on a form, not the internal names that you have given your personas. In the example below, the CSV has the values that a student visitor would self-select, not the internal names you have given those personas.
1. Navigate to Imports
From your HubSpot Dashboard, navigate to Contacts > All Contacts.
From the Contacts Dashboard, click the Import at the top.
2. Import contacts
From the Import Status Dashboard, click Start a new import.
3. Import file
Choose your import type, upload your file, and set the details of your import. On the Column with matches screen, be sure that your persona column is mapped properly to the Persona property in HubSpot. To read more on how to import a list into your account, click here.
How to add personas using workflows and lists
1. Navigate to Lists
First, you'll create a list of contacts who meet a particular requirement for a persona. To create a list, navigate to Contacts > Lists and select New list. For full instructions on building a list, please click here. An example of a smart list that you could make is a list of contacts whose company is bigger than 200 employees, or whose company has a revenue greater than $100,000.
2. Build your list
From here, give your list a name and then you can click the Show more info button to ensure your list is a smart list. Then begin adding your criteria. I chose Contact Property > Employees > is greater than 200. Make sure, once you've decided on your critiera, you click save list.
3. Create new workflow
From your HubSpot Dashboard, navigate to Contacts > Workflows. Once there, click the New workflow.
In the window that appears, name your worklow, set the workflow type to Standard, then click Create a new workflow.
4. Set persona using the workflow
First, click Set enrollment criteria and set the workflow to enroll contacts who joined the list you created (in this example, the newly created "Contacts whose company has 200+ employees" list is used). If you would like to enroll all existing contacts that meet this criteria, be sure to check Enroll contacts who already meet these criteria, then click Save.
Click the plus icon to add an action to your workflow. From the Action window, select Set contact property value. Next, select the Persona property from the Contact property drop down and select a persona from the Enter new property value dropdown. Click Save. Add additional actions as needed.
5. Activate workflow
Once you've added any additional actions if needed, toggle the switch to ON. Review your workflow settings and click Turn workflow on.