How to edit a persona
Change card content, add or remove cards, switch the layout, and set the icon, color, and details on an existing persona.
Open a persona in the full-page editor to fill in its cards, restructure its layout, set its icon and color, and keep its description and tags current as you learn more about the customer.
If you haven't built this persona yet, start with How to create a persona. This article picks up once a persona exists.
In this guide
Open a persona for editing
In the workspace sidebar, click Personas, then click the persona you want to edit. It opens in the full-page editor with its cards laid out across two columns.
Everything you change here saves automatically. There is no separate save step for card content, layout, or the info panel.
The top bar also has a download icon and a Share button: export the persona as a PDF, or share it with a read-only public link. See How to share or export a persona.
Change card content
Click any card to edit it in place. Type into a text card, drag the handle on a slider card, swap the image on an image card, and the change saves as you go.
Persona cards use the same card model as journey map cards, so the floating toolbar, color and background options, and card details panel work the same way. For how a specific card type behaves, see the matching article under How to add and edit cards: configuring a metric source, embedding external content, or setting up an icon card is covered there rather than repeated here.
Add cards
You can add cards two ways, depending on whether you want a ready-made section or a blank card of a specific type.
From the template list - Click + Quick add in the header to reopen the same template cards offered at creation (Profile picture, Bio, Goals, and so on). Search by name, tick the cards you want, and click Add. Nothing is pre-selected, so only what you tick is added.
From the card-type picker - Add a blank card of a chosen type directly, the same way you add a card in a journey map.
The card-type picker groups the types available in personas:
Text is the default and sits at the top of the picker.
Basic cards: Image, Slider, Icons.
Advanced cards: Embed, Metric, Planning.
Stage, Portfolio item, and Linked journey cards are specific to journey maps and aren't available in personas.
Remove a card
Click the card to select it, then click the trash icon (Delete card) in the floating toolbar that appears above it. The card is removed straight away, with no confirmation prompt, so remove only the card you mean to.
Change the layout
The layout sets the relative width of the persona's two columns. Click the layout toggle in the header to open the same three options offered at creation, and pick the one that fits your cards.
The three options are a narrow-then-wide split (good for short cards on the left and longer-form content on the right), two equal columns, and a wide-then-narrow split. Switching is non-destructive: your cards stay put and only the column widths change.
Set the persona icon and color
The persona's icon, color, and name all live in one modal. This is the only place to set the icon and color; the creation modal doesn't include them.
Open the Persona edit modal
Click the colored avatar tile to the left of the persona name in the header. The Persona edit modal opens.
Pick an icon
Under Image, choose an icon from the grid. It offers solid shapes and a set of face illustrations; the selected one is framed.
Pick a color
Under Color, click a swatch. Your workspace Brand colors appear as a separate row below the standard swatches. To rename the persona at the same time, edit the name field at the top of the modal.
Click Save
Click Save to apply the icon, color, and name. Cancel closes the modal without changing anything.
Edit the description, tags, and linked maps
Click the info icon next to the persona name to open the collapsible info panel.
It holds three things:
Description - A free-text summary of the persona. Click it to edit; it saves as you type.
Tags - Click Add tag to label the persona. Tags are searchable and filterable from the Personas list.
Linked journey maps - A read-only list of the journey maps where this persona is assigned to a card. To change what's here, assign or unassign the persona on a map. See How to assign a persona to a card.
To delete the whole persona rather than a single card, use the three-dot menu on its row in the Personas list. That is permanent and separate from editing.
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