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.
For help creating a persona for the first time, check out Create a Persona.
The following sections show how you can access and manage your personas in Apollo.
Access Your Personas
To access your personas:
- Launch Apollo and click People.
- Open the Persona search filter, then click All Personas.
- The Manage Personas pop-up lists the personas you've created. Here, you can edit, clone, delete, or re-order the personas.
Clone a Persona
To create a new persona by cloning an existing persona:
- In the Manage Personas pop-up, click the clone icon to clone a persona.
- Name your new persona and edit the filters.
- Click Save Persona to finish creating the new persona.
You have now cloned a persona.
Edit a Persona
To edit an existing persona:
- In the Manage Personas pop-up, click the pencil icon on the right of the persona that you want to edit.
- Edit the persona's filters as needed. As you change the filters, Apollo updates the filtered results on the right.
- Click Save Persona to activate the changes.
You have now edited a persona.
Deactivate a Persona
To deactivate a persona, go to the Manage Personas pop-up and turn the slider off for the persona.
Deactivating a persona removes it from analytics reports in Apollo. To add a persona back to your reports, return to the same place in Apollo and activate the persona.
Delete a Persona
To delete a persona:
- In the Manage Personas pop-up, click the trash can icon for a persona you want to delete.
- Click Delete to confirm that you want to delete the persona.
You have now deleted a persona.
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.
You have now re-ordered your personas.