Access, Edit, Deactivate, and Delete Personas

Article author
Brandan Blevins
Updated

Overview

Personas help you group the contacts and accounts that best represent your ideal customers. In Apollo, you can build personas using sets of filters to search faster and target the right people within accounts.

 
Wait, How Do I Build a Persona in Apollo?

For help creating a persona for the first time, refer to Create a Persona.

You can modify or delete personas in Apollo. Refer to the following sections to find out more about how to manage the personas you create.

Back to Top

Access Your Personas

To access your personas:

  1. Launch Apollo and click SearchPeople.
  2. Click Persona in the filters section. Then, click All Personas. All Personas
  3. The Manage Personas pop-up lists the personas you've created. Here, you can edit, clone, delete, or re-order the personas. Persona List

Back to Top

Clone a Persona

To clone a persona:

  1. In the Manage Personas pop-up, click the clone icon on the right of the persona that you want to clone.
  2. Name your new persona and apply filters. Then, click Save Persona. Rename Persona

You have now cloned a persona.

Back to Top

Edit a Persona

To edit a persona:

  1. In the Manage Personas pop-up, click the pencil icon on the right of the persona that you want to edit. Edit Persona
  2. Add or remove filters to make any changes you need. Apollo displays the filtered records on the right. Persona Filters
  3. Click Save Persona to activate the changes.

You have now edited a persona.

Back to Top

Deactivate a Persona

To deactivate a persona, go to the Manage Personas pop-up and turn the slider off for the persona.

Deactivate Persona

Deactivating a persona removes it from Apollo reports. To add a persona back to your reports, return to the same place in Apollo and activate the persona.

Back to Top

Delete a Persona

To delete a persona:

  1. In the Manage Personas pop-up, click the trash can icon on the right of the persona that you want to delete. Delete Persona
  2. Click Delete to confirm that you want to delete the persona. Delete Confirm

You have now deleted a persona.

Back to Top

Re-order Personas

To change the order that personas appear in search page filters, go to the Manage Personas pop-up. Then, click and drag the 2 bars on the left side of the persona to move it to a different position.

Rearrange Personas

You have now re-ordered your personas.

Back to Top