> For the complete documentation index, see [llms.txt](https://helpdesk.smaply.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.smaply.app/personas/how-to-assign-a-persona-to-a-card.md).

# How to assign a persona to a card

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.

{% hint style="warning" icon="list-check" %}

#### Prerequisites

* At least one persona in your workspace. See [How to create a persona](/personas/how-to-create-a-persona.md).
* Editor or Admin access to the journey map.
  {% endhint %}

{% hint style="info" icon="clipboard-list" %}

#### In this guide

1. [How to assign a persona from the card details panel](#how-to-assign-a-persona-from-the-card-details-panel)
2. [How assigned personas appear on the card](#how-assigned-personas-appear-on-the-card)
3. [How to remove a persona from a card](#how-to-remove-a-persona-from-a-card)
4. [How to assign a persona to several cards at once](#how-to-assign-a-persona-to-several-cards-at-once)
   {% endhint %}

#### How to assign a persona from the card details panel

{% stepper %}
{% step %}
**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.
{% endstep %}

{% step %}
**Open the Personas section**

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

<figure><img src="/files/ZdjfRQ206DvyDSU8d3mb" alt="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."><figcaption><p>Card details > Personas</p></figcaption></figure>
{% endstep %}

{% step %}
**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.

<figure><img src="/files/mbuG6wuRcfA8jBaHbejB" alt="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."><figcaption><p>Add a persona dropdown</p></figcaption></figure>

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](/personas/how-to-create-a-persona.md).
{% endstep %}
{% endstepper %}

***

#### 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.

<figure><img src="/files/O0Nt1Yp0LAUZgqXgMitt" alt="A selected journey map card reading &#x27;Customer begins the online application process, expecting a straightforward and easy experience.&#x27; A blue persona avatar sits at the card&#x27;s bottom-left, expanded because the card is selected, with a tooltip reading &#x27;Sofia the first-time saver&#x27;."><figcaption><p>Assigned persona on a selected card</p></figcaption></figure>

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](/personas/how-to-filter-a-journey-map-by-persona.md).

***

#### 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.

<figure><img src="/files/hakSoZN8iKxwe10Ad6Qb" alt="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."><figcaption><p>Personas section with one persona assigned</p></figcaption></figure>

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.

<figure><img src="/files/KhGLj3S9qW9LJpBGQ0w9" alt="The bulk action bar at the bottom of the journey map editor, labeled &#x27;Bulk edit, 3 text cards&#x27;. It shows formatting controls followed by Header, Tags, a Persona action with a person icon, and Delete."><figcaption><p>Bulk action bar with the Persona action</p></figcaption></figure>

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](/journey-maps/how-to-bulk-edit-cards.md).

***

#### Related topics

<table data-column-title-hidden data-view="cards"><thead><tr><th>Title</th><th>Description</th><th data-hidden data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td><strong>Filter a journey map by persona</strong></td><td>Narrow a map to the cards relevant to one persona at a time.</td><td><a href="/pages/zxwopszZeIAP89VtDjFI">/pages/zxwopszZeIAP89VtDjFI</a></td></tr><tr><td><strong>Create a persona</strong></td><td>Build a structured persona profile in your workspace so it's available to assign.</td><td><a href="/pages/q92JEZ67HauDof23i4mL">/pages/q92JEZ67HauDof23i4mL</a></td></tr><tr><td><strong>Add and edit cards</strong></td><td>Add cards, edit them inline, and use the card details panel and toolbar.</td><td><a href="/pages/DI00pTOdaJmOwltHKgIa">/pages/DI00pTOdaJmOwltHKgIa</a></td></tr><tr><td><strong>Bulk edit cards</strong></td><td>Select multiple cards and apply tags, personas, or other changes at once.</td><td><a href="/pages/D239Y2x0Gzcz0VuWHA1p">/pages/D239Y2x0Gzcz0VuWHA1p</a></td></tr></tbody></table>


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