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Creating and Managing Personas

Updated over 2 months ago

AI-Generated Personas

Automatic Creation:

  1. Connect Shopify and Meta Ads integrations

  2. AI analyzes your customer data

  3. Generates 3-5 initial personas

  4. Provides detailed profiles for each

Review and Refine:

  • Review AI-generated personas

  • Edit details based on your knowledge

  • Add custom insights

  • Merge similar personas if needed

Manual Persona Creation

Build Custom Personas:

  1. Click "Create Persona" button

  2. Name your persona

  3. Fill in demographic details

  4. Add psychographic information

  5. Define pain points and motivations

  6. Note buying behavior patterns

  7. Save persona

When to Create Manually:

  • Launching new product category

  • Targeting new market segment

  • Industry knowledge not in data yet

  • Niche audience not yet captured

Updating Personas

Keep Personas Current:

  • Review quarterly

  • Update based on new data

  • Refine messaging recommendations

  • Add learnings from campaigns

  • Remove inactive personas

Triggers to Update:

  • Campaign performance reveals new insights

  • Customer interviews or surveys

  • Market shifts or trends

  • Product launches or pivots

  • Seasonal behavior changes

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