How to add personas with forms

Last updated: January 13, 2017

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Product: HubSpot Marketing
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You can assign personas to your contacts using forms, which means that contacts can choose the persona with which they most strongly identify right when they fill out a HubSpot form. Read the following instructions to learn how to add personas using a form.

Create or select a form

From your HubSpot Dashboard, navigate to Contacts > Forms and either open an existing form or create a new form.

Add the persona field

Click on the Fields tab, find the Persona property and add it to your form.

Edit field options

Click on the pencil icon within the field you want to edit.

In the Edit window, scroll down to the Label field. This is what people will see for the persona property when they fill out the form. You can make the label a question, such as "How would you describe yourself?" or "What is your role?" You can also use the Help Text field to add any additional explanation for your visitors. The name of the property is hs_persona, which is the property that HubSpot automatically creates. This way, you can differentiate between the default HubSpot property and other persona properties that you create.

Next, take a look at your property options. These are the options that will appear on the form. To remove one, click on the X next to the option. To add more choices to the form, create another persona. Clicking the Add new options link will direct you back to Contacts on the Dashboard where you can add a new persona.

When you have finished editing the persona field, click on the Done Editing button to save your changes.

Save your form

Make sure that you click on the Save form button when you are done so that all of your changes are saved.

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