top of page

Building Customer Persona: A Critical Step in Customer Journey Mapping

Writer's picture: CXpro.meCXpro.me

Updated: Aug 8, 2024

Just like in any relationship, dedicating time for preparation will benefit you in the future.


12/07/2024; 5 min to read


Knowing Customer persona is very important

Building a persona can help you in customer journey mapping by providing a clear understanding of the needs, preferences, and behaviours of your target audience.

When you have well-defined personas, you can create more accurate and detailed customer journey maps that reflect the different experiences and touchpoints of each persona throughout their interaction with your product or service.


By aligning the personas' characteristics, goals, and pain points with the various stages of the customer journey, you can tailor and optimise the customer experience to better meet the needs of each persona. This personalised approach can lead to more effective communication, product development, and marketing strategies that enhance overall customer satisfaction and loyalty.


Techniques for Creating Customer Personas


Creating customer personas involves gathering data and insights to develop fictional representations of different segments of your target audience. Here are some techniques to help you create effective customer personas:

  • Conduct Customer Interviews: Engage directly with your customers through interviews to understand their motivations, pain points, and preferences.

  • Analyse Customer Data: Utilise data analytics tools to gather information about customer demographics, behaviours, and interactions with your brand.

  • Survey Your Audience: Distribute surveys to collect feedback on customer needs, satisfaction levels, and expectations for your products or services.

  • Social Media Monitoring: Monitor social media channels to gain insights into customer conversations, sentiments, and engagement with your brand.

  • Create Empathy Maps: Visualise customer thoughts, feelings, and behaviours at each stage of their journey to empathise with their perspective.

  • Utilise Market Research: Review market research reports, industry trends, and competitor analysis to understand broader customer preferences and behaviours.

  • Collaborate with Sales and Customer Service Teams: Gather insights from frontline employees who interact with customers daily to uncover common pain points and preferences.

  • Use Customer Feedback: Incorporate feedback from customer reviews, testimonials, and complaints to identify areas for improvement and better understand customer needs.


By combining these techniques and insights, you can create detailed and accurate customer personas that represent the diverse needs and preferences of their target audience.


UX Research Tools

 

Platforms like those below combines a wide suite of tools including Website Testing, Session Recording, Card Sorting, Tree Testing, and Mobile Testing. Some of them enables you to recruit, schedule, conduct, and analyse user interviews or any other moderated studies directly within the platform.

UXtweak - https://www.uxtweak.com/

All-in-one UX research platform that combines a wide suite of tools. It enables you to recruit, schedule, conduct, and analyse user interviews or any other moderated studies directly within the platform. I highly recommend it.


Useberry - https://www.useberry.com/

Platform offers customisable tools for usability tests, information architecture tests, surveys, and more.


Hotjar - https://www.hotjar.com/

User feedback platform that combines a variety of analytics tools and capabilities with a variety of feedback choices. Allow you to conduct usability testing on your app or website while also providing actionable behavioural data.


Optimal Workshop - https://www.optimalworkshop.com/

It offers 5 powerful tools that can help streamline your user research strategy and collect insights, valuable insights.


Maze - https://maze.co/

Maze is a great tool for more basic user research and product discovery. It enables agile teams to gather insights, learn, and take action quickly.


Note: Useful platforms with free plan available.


By creating a persona, you can tailor your marketing strategies, product offerings, and customer support services to meet her specific needs and preferences. This personalised approach can enhance customers overall shopping experience and increase brand loyalty.



Example of customer persona:



Practical tips to create persona


- Use a customer journey map template to help create each persona

If you're having some trouble putting together your user personas, a customer journey map may help. This is a great way for you to look at the customer's journey from a different angle and hopefully come out the other side with better insights.

Simply by observing how your personas interact with your product, you can gain a wealth of insights about them.


- Keep layouts consistent between persona guides

Consistency is key when creating an effective user persona because it allows for quick comparisons. It's not efficient to have people aimlessly searching for information because the designer wanted to switch things up.

Tip: use the same template for the presentation. It is not efficient for people to aimlessly search for information because the designer wanted to change the visual layout of the different profiles.


- Visualise persona data in a memorable way

Providing real statistics and metrics is a fantastic way to take your persona guide to the next level.

But make sure that the data you’re presenting is actually useful and memorable.

Tip: use easy-to-understand data and avoid overly professional terms.


You can achieve this by creating data visualisations. Websites like Xtensio and Venngage offer persona template designs that include illustrations for different types of personas.


- Highlight the differences between your personas

Different people have different goals, problems, and preferences. To help keep your marketing campaigns segmented and your product features focused, it can be helpful to highlight the differences between your personas.


- Thoroughly research your users’ motivations and pain points, then highlight them

When you start the actual research into specific personas, it’s important to look at both the motivations and pain points of each. A common mistake is to focus exclusively on either one or the other.

You can speed this up using user research tools as I stated above, which will allow you to explore your users and help you recruit them for your research.

- Include goals that your product or service may not directly impact

Obviously, the goals that your product or service directly impacts should be featured in each user persona example. But you should also take it a step further and highlight the other goals this persona may have.


- Design a fully visual persona

There are no rules that say your user persona has to be a document or a poster. Honestly, it can be whatever helps your brand build better experiences for your users.

Tip: You can introduce the persona/s even through a life-size mockup.


Alternatively, you can craft a user persona presentation to show your team exactly who your customers are – their preferences, quirks, and what they're into. It’s like sharing a sneak peek to help everyone get the hang of your audience.


- Assign each user persona example a real name

Thinking about these personas as actual customers or people can make the whole process of developing personas more effective. That’s why I believe that assigning them a real name is so essential.


- Present all personas guides on one page for easy comparison

Comparing the similarities and differences between your personas can be helpful when creating your marketing plan. You can make comparisons easy by showing your personas on one comparison sheet.

Tip: You can use infographics for comparison.


Common Persona Mistakes to Avoid


Here are some common mistakes to watch out for as you go through the process of building and using personas:

  • Avoid creating too many personas. Personas aim to understand and cater to specific groups. Generating an excessive number of personas can reduce their effectiveness, leading to generic experiences. It is advisable to develop three to five personas based on your project and organisation.

  • Avoid overemphasizing demographic information. While demographic data is easily accessible, relying too much on it when creating personas can overlook more crucial aspects like motivations, attitudes, needs, and challenges.

  • Creating personas without thorough research. When using persona templates, avoid filling them out with assumptions. Without researching target audiences, you may end up documenting biases and misconceptions.

  • Avoid creating overly complex persona content. Focus on essential information for your design project to maintain the tool's value and engage important users.

  • Identify a primary persona for projects. Different personas have different needs and requirements. By focusing on a primary persona, you can prioritize elements and features effectively. Consider secondary testing with other personas to assess the overall user experience.

  • Don't overdo persona mapping. When organizations see the power of these tools, they often feel the need to map everyone into one of their personas, risking creating too many or diluting core personas. Remember, personas are for clarifying target audiences, not categorizing everyone. It's fine to have a diverse set of personas that don't cover every interaction.


Building customer personas is crucial in journey mapping as it provides a clear understanding of the target audience's preferences, behaviours, and needs. This information helps in creating more personalised and effective strategies to enhance the overall customer experience.

Good luck!





75 views0 comments

Recent Posts

See All

Comments

Rated 0 out of 5 stars.
No ratings yet

Add a rating
bottom of page