How to assign a persona to a card
Tag journey map cards with the personas they apply to, so the map shows whose experience each step belongs to.
Mark which customer a card applies to by assigning one or more personas to it. Assigned personas show as small avatars on the card and let you filter the whole map down to a single persona's experience.
Prerequisites
At least one persona in your workspace. See How to create a persona.
Editor or Admin access to the journey map.
How to assign a persona from the card details panel
Open the card's details panel
Click the card, then click Show card details on the card toolbar. You can also double-click the card. The details panel slides in from the right.
Open the Personas section
In the panel, expand the Personas section and click the Add a persona field.
Pick a persona from the dropdown
The dropdown lists every persona in the workspace, each with its colored avatar. Click the one you want to assign to the card.
To assign more than one persona, open the field again and pick another. There's no limit on how many a card can carry. Personas already on the card drop out of the dropdown the next time you open it.
If the persona you need doesn't exist yet, click + Create new persona at the bottom of the dropdown to build it without leaving the map. For the full persona setup, see How to create a persona.
How assigned personas appear on the card
An assigned persona shows as a small colored avatar at the card's bottom-left. It sits tucked under the edge of the card at rest and expands to a full avatar when you select the card. Hover the avatar to see the persona's full name.
When a card carries several personas, their avatars line up in a row along the bottom edge. Once cards have personas assigned, you can narrow the whole map to one persona at a time. See How to filter a journey map by persona.
How to remove a persona from a card
Open the card's details panel and expand Personas. Each assigned persona appears as a chip with an edit pencil and a remove x. Click the x to take the persona off the card.
The persona is removed from the card straight away, with no confirmation. This only un-assigns it from this card. The persona itself stays in your workspace, along with any other cards it's assigned to.
How to assign a persona to several cards at once
To assign a persona to a batch of cards in one action, select the cards first, then use the bulk toolbar.
Shift+click each card you want, or use Select all cards on a lane or column to grab a whole row or step. The bulk action bar appears at the bottom of the editor. Click Persona, then pick the persona to apply it to every selected card.
The Persona action works the same way on a mixed selection of card types. For the full multi-select flow and the other bulk actions, see How to bulk edit cards.
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