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How to filter a journey map by persona

Narrow a journey map to one or more personas so the map shows only the cards relevant to them.

Narrow a journey map to one or more personas to focus on the cards that apply to them. Useful when a map covers several customer types and you want to look at one experience (or a small group) at a time.

Prerequisites

How to filter by persona

1

Open the Filter panel

In the journey map editor, click Filter in the top-left of the canvas, next to Views.

The journey map editor for 'L1 Product: Online Account'. The Filter and Views buttons sit at the top-left of the canvas. Step-description cards show small persona avatars at their bottom edge where personas are assigned.
Journey map editor > Filter
2

Pick the Personas dimension

In the filter panel, click Personas. The panel lists four filter dimensions: Lanes, Personas, Tags, and Portfolio items.

The filter panel open on a journey map, showing four dimensions: Lanes, Personas, Tags, and Portfolio items. Each has a chevron indicating a submenu. A Clear all option sits at the bottom of the panel.
Filter panel > dimensions
3

Select one or more personas

The Personas submenu lists each persona assigned to a card on this map as a checkbox, with [no persona set] at the top of the list. Tick one persona or several. The matching mode is Match any (OR), so cards assigned to any of the ticked personas stay visible.

The Personas submenu open inside the filter panel. Checkbox options from top: [no persona set], Andre the early-career professional, Priya the household financial juggler, Sofia the first-time saver. A Match any (OR) dropdown sits below the list, with a Clear button at the bottom of the submenu.
Personas submenu, options listed

[no persona set] is the option for cards with no persona assigned. Tick it on its own to see only those cards, or tick it alongside named personas to include both groups.

4

Review the filtered map

The map updates immediately. Only cards assigned to a ticked persona stay visible. Cards with no persona are hidden unless [no persona set] is also ticked.

The journey map filtered by 'Sofia the first-time saver'. Most cells are empty; the visible Step-descriptions card reads 'Customer begins the online application process, expecting a straightforward and easy experience.' The top toolbar shows a chip 'Personas: Sofia the first-time saver', a Create view link, and a Clear button. The Filter button has a badge showing '1'.
Map filtered by one persona

The top toolbar gains a Clear button and a Create view shortcut for saving this filter as a reusable view. The filter is reflected in the page URL, so you can bookmark the filtered view or share the link.

5

Clear the filter when done

You have two ways to clear:

  • Clear at the bottom of the Personas submenu removes only the persona filter, leaving other dimensions in place.

  • Clear all at the bottom of the main filter panel (or Clear in the top toolbar) removes every active dimension.

The filter panel and Personas submenu open while a filter is active. The Personas row has a '1' badge. The Sofia the first-time saver checkbox is ticked, with a Match any (OR) dropdown below. A Clear button sits at the bottom of the Personas submenu, and Clear all sits at the bottom of the main filter panel.
Per-dimension Clear and Clear all

What happens when you select [no persona set]

Ticking [no persona set] on its own hides every card that has a persona assigned and leaves the cards without an assignment visible.

The journey map filtered to show only cards with no persona assigned. The stage headers (Discover & Apply, Activate & Onboard) and step headers remain, along with Pain Points and other untagged cards. Five of the six Step-descriptions cells are now empty because those cards carry personas. The Filter button has a '1' badge and the top toolbar shows a Personas chip.
Map filtered to cards with no persona

This is the easiest way to find cards that still need a persona assigned, or to look at content that's intentionally shared across all personas.

Save a persona view for reuse

If you'll come back to the same persona filter regularly, save it as a view. With the filter applied, click Create view in the top toolbar to name and save the combination. See How to save and apply a view.

Combine persona filtering with other dimensions

You can apply persona filtering on its own or alongside Lanes, Tags, or Portfolio items. Filters across different dimensions combine with AND, so adding a tag filter on top of a persona filter narrows the result further. For the full filter flow across all dimensions, see How to filter a journey map.

Related topics

Create a persona

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

Assign a persona to a card

Tag specific cards on a journey map with one or more personas.

Filter a journey map

Filter by lanes, tags, or portfolio items, and combine dimensions.

Save and apply a view

Save filter combinations as named views you can re-open later.

PreviousAssign a persona to a cardNextManage personas

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