A Quick Look at How to Build Customer Personas
Step 1: Choose Your Categories
The categories you include for each persona will vary depending on your product or service, but in general, these are the basics you will cover:- Demographics: Age, location, occupation, income
- Lifestyle: Interests and hobbies, day to day activities
- Media: Trusted sources of information, what social media they use
- Motivations/Objectives/Goals: What drives their buying decisions, what goals to they want to accomplish in their lives?
- Brands: What brands do they support/use already?
- Pain Points/Frustrations/Challenges: What problems do they have that they need help solving? What challenges do they face in their daily home/work life?
- Objections: What are frustrations they’ve had with related products or services?
Step 2: Research, research, research!
There are many resources at your disposal for learning about your customers. Since the purpose of persona marketing is to personalize your content, you must start by talking to your actual customers. You can meet with customers in person, over the phone, or through detailed surveys. Some companies run small focus groups, which can also be an effective way to learn more about customers. When planning interview questions, keep in mind the categories that are found commonly in customer personas: demographics, lifestyle, media, goals, brands, pain points, and objections. Focus your questions on what makes the most sense for your product or service, and keep questions open-ended and non-judgmental. Beyond talking to the customers, there are some excellent online research resources. To learn about customer interests, track what topics people are sharing and posting. Tools will analyze which customers are spending their time on social media, and where they tend to visit. Google Analytics is another great tool for getting data about who is visiting your website and what search terms they are using to get there. Keywords can be a big help when you are looking at what terms to include in your campaigns, and these can be added to your personas. In addition to digital tools, there are people in your company who already know a lot about your customers: sales and customer success teams. In performing their jobs, they have learned a lot about your customers specific challenges, motivations, and interests. Take what they share with a grain of salt, as marketing objectives vary slightly from sales objectives, but don’t neglect to ask for their input, as they are customer-facing and may have a lot of valuable insights.Step 3: Putting it together
Once you’ve got all the data you can handle, it’s time to put it together. After interviewing customers, looking at analytics, and talking to other teams in your company, some patterns should start to emerge that can help you segment your customers in 2-6 groups. Each segmented group should then be turned into a fictional portrayal of a customer, including giving them a name and a face. Once your persona has a name, it’s time to add what you’ve learned about each segmented group. Depending on your product or service, you will add categories similar to what you used while interviewing: demographics, lifestyle, pain points, motivations, interests, and goals. Some marketers like to include actual customer quotes or ideas for solutions/strategies to use when marketing to that persona. Whatever categories you use, make sure the text is clear and legible. It should fit onto one page, or possibly on one image. Zight (formerly CloudApp) is a great way to build and share your completed customer persona. Zight (formerly CloudApp)’s screen recorder brings screen capture, annotated screenshots, and GIF creation to the cloud in an easy-to-use app so you can quickly create visual content. In addition to providing tools to create customer personas, we help marketing teams:- Create eye-catching visual content to capture your audience’s attention
- Securely save your content in the Cloud and share with the team
- Optimize campaign workflows by using screenshots, GIFs, and videos to deliver feedback, as well as share campaign performance and lead generations
- Find your content quickly with the Visual Search feature
Persona Marketing Strategies
Persona marketing is a great way to personalize your campaigns and ensure that your work is seen by the people you want to see it, where they will see it. Customer personas will also help you to plan content that brings value to your customers, drawing their attention and bringing value to them in a way that will bring revenue, leads, and more. Some strategies that are elevated by using personas include content marketing, email campaigns, messaging, and social media.1. Content Marketing
- Annotated screenshots to highlight special product features
- Short videos using screen capture and webcams to introduce customers to your product or service
- How-to GIFs that draw attention on social media
2. Messaging
When you are writing your content, you must continue to keep your customer personas in mind. Personas will humanize your sales and marketing messages because they should include the types of language that your different customers prefer. That means including key words and phrases for each of your personas, including specific vocabulary, especially in B2B, where each industry tends to have their own acronyms and buzz words.3. Email Campaigns









