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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

clipboard-list

In this guide

  1. How to assign a persona from the card details panel

  2. How assigned personas appear on the card

  3. How to remove a persona from a card

  4. How to assign a persona to several cards at once

How to assign a persona from the card details panel

1

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.

2

Open the Personas section

In the panel, expand the Personas section and click the Add a persona field.

The card details panel with the Personas section expanded. An empty Add a persona field sits below the section heading, ready to assign the first persona.
Card details > Personas
3

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.

The Add a persona dropdown open, listing three workspace personas, each with a colored avatar: Priya the household financial juggler, Andre the early-career professional, and Sofia the first-time saver. A + Create new persona option sits at the bottom.
Add a persona dropdown

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.

A selected journey map card reading 'Customer begins the online application process, expecting a straightforward and easy experience.' A blue persona avatar sits at the card's bottom-left, expanded because the card is selected, with a tooltip reading 'Sofia the first-time saver'.
Assigned persona on a selected card

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 Personas section of a card details panel with Sofia the first-time saver assigned. Her chip shows the blue avatar, her name, an edit pencil, and a remove x. An empty Add a persona field sits below for assigning more.
Personas section with one persona assigned

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 bulk action bar at the bottom of the journey map editor, labeled 'Bulk edit, 3 text cards'. It shows formatting controls followed by Header, Tags, a Persona action with a person icon, and Delete.
Bulk action bar with the Persona action

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.

Related topics

Filter a journey map by persona

Narrow a map to the cards relevant to one persona at a time.

Create a persona

Build a structured persona profile in your workspace so it's available to assign.

Add and edit cards

Add cards, edit them inline, and use the card details panel and toolbar.

Bulk edit cards

Select multiple cards and apply tags, personas, or other changes at once.

PreviousEdit a personaNextFilter map by personas

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