Buyer personas are a critical element in any Marketing approach. Learn how to define them and set them up in your HubSpot portal
What is a buyer persona?
A buyer persona is a semi-fictional representation of your ideal customer based on market research and actual data about your existing customers.
Why use a buyer persona?
Buyer personas provide structure and context for your company, making it easier to map out content, allocate your team's time and resources, and achieve alignment across your organization.
Why is a buyer persona important?
Buyer personas are essential because they allow you to segment different types of customers your business wants to attract. Understanding your target's different motivations, goals, and behaviors can enable your marketing to make more of an impact and resonate better. In return, you will gain better potential customer engagement and higher-quality leads.
How Should I Use a Persona?
Learning about your ideal customer - their challenges, goals, and demographic traits - helps you set a strategy to attract your business's most valuable visitors, leads, and customers.
How Do I Create a Persona?
To get some hands-on assistance in creating your Buyer Persona, you can use the Buyer Persona worksheet.
How do I set up Buyer Personas in HubSpot?
Once you have your buyer personas defined, you can add a new persona or edit an existing persona in your HubSpot Portal:
- In your HubSpot account, click the settings icon ⚙️ in the main navigation bar.
- In the left sidebar menu, navigate to Properties.
- Within Select an object, select Contact properties
- In the search bar, enter Persona:
- Click the Persona property. In the right panel, you can edit the property.
- To edit a persona, hover over the option and click Edit.
- To create a new persona, click Add another persona.
- Enter information into the fields about your persona. Only the fields with * are required. Click the links under the Mastering Personas section to learn more about personas.
- When you're done, click Save.
To delete a persona:
- In your HubSpot account, click the settings icon ⚙️ in the main navigation bar.
- In the left sidebar menu, navigate to Properties.
- Within Select an object, select Contact properties.
- In the search bar, enter Persona:
- Click the Persona property.
- Hover over the persona to delete and click Edit.
- In the bottom right, click Delete.
- In the dialog box, click Delete Persona.