How Do You Set Up Buyer/User Personas and Buying Stages?
Setting up buyer/user personas and buying stages is easy.
The idea with personas and buying stages is that each piece of content you create should be targeted to a certain type of buyer (or customer group) and a certain stage in their buying lifecycle (are they just getting to know your company or are they ready to buy?).
- First, click on the gear icon in the lower left corner of the application
- Next, click on the Content Settings tab. You'll see the Personas and Buying Stages sections.
- To create a new buyer/user persona, click on the grey "+ New Persona" button. The New Persona modal will slide out from the right side. Simply complete the fields and you'll be all set.
- To create a new buying stage, select "Buying Stages", then click on the grey "+ New Buying Stage" button. The New Buying Stage modal will slide out from the right side. Simply complete the fields and you'll be all set.