How to Create Personas in HubSpot

How to Create Personas in HubSpot
How to Create Personas in HubSpot

By using HubSpot personas, you can learn a lot about your audience's demographics, preferences, and difficulties. This lets you give them more unique experiences.

In this guide, we'll show you step-by-step instructions on how to create personas in HubSpot, giving you insights and tips to make the most of your time. Whether you're an experienced marketer or just starting, learning how to make personas in HubSpot can change how you connect and divide your audience. 

Creating Personas in HubSpot

Let's get started and see step-by-step instructions on how to create personas in HubSpot:

#1 Accessing Persona Settings:

Begin by navigating to the settings tab within HubSpot. Located on the left-hand side, click on "properties" to proceed.

#2 Creating a New Persona: 

In the contact properties section, search for "personas" and select it. Here, you can add a new persona by clicking on the option provided. 

Make the persona name memorable and reflective of your target audience.

#3 Defining Persona Attributes: 

Within the persona, outline specific characteristics of your target audience. Consider factors like age group, job roles (e.g., manager or branch head), income level, educational background, and geographic location.

#4 Adding Internal Notes: 

Use the internal notes section to detail challenges and goals specific to your persona. Understanding their pain points and aspirations will help you tailor your marketing strategies effectively.

#5 Saving and Applying Persona Settings: 

Once you've defined all attributes and notes, save your persona settings. Now, you can select contacts matching this persona's criteria, ensuring targeted and personalized engagement.


By following these steps, you can seamlessly create personas within HubSpot, enhancing your understanding of your audience and optimizing your marketing efforts. 

If you face any difficulties during the process, don't hesitate to reach out for support. Feel free to leave a comment for assistance or schedule a one-on-one consultation call for personalized guidance at CTA9.

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