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How to Manage Personas on Leanbe

Customers on Leanbe own scores. One of the important modifiers of the customer score, is persona compatibility.
The score of a customer will be higher, if he/she matches the predefined persona. Steps to manage personas can be found below.

Steps to create personas

From your Leanbe Dashboard open the Products section and click Personas.

Press Create persona.

Fill in the following fields and click Create.

1) Title: give a title to your persona.

2) Description: insert some details about the persona such as Images, URLs, Tables, and Text. The content of the personas can be customized as per your needs using provided tools.

3) Country(s): select appropriate country(s) for your persona.

4) Age(s): define the age gap for the persona.

5) Gender(s): add gender(s) to your persona.

6) Job Title(s): select appropriate job title(s) from the list.

7) Income($): set the income for the persona.

Steps to customize personas

Created Personas can be found under the Personas in the Products section.

The following actions are available within the personas list:

Edit: simply use the button to edit the persona.

Delete: click on the button to delete the persona.

That's it! Those were the steps to create and customize personas.

Updated on: 12/05/2023

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