Planbrand Personas

Planbrand Personas are the pre-defined profiles of every type of contact your brand will engage with — outlining their pain points, desired outcomes, motivations, and demographics. More importantly, each persona maps the exact journey they should follow inside your brand ecosystem.

Planbrand Personas

The Heart of Your Brand Intelligence

From form submissions to purchases, every action can trigger the right persona journey automatically — assigning tasks, teams, and goals without manual setup. Personas make your brand intelligent: they turn interest into structured progress, helping you deliver the right experience every single time.

What is a persona in Planbrand?

Why use personas?

Can one contact have multiple personas?

Where do I manage personas?

How do I create a persona?

What fields can a persona have?

Where do I build the journey?

Brand scope — where does a persona live?

How many journeys per persona?

Task defaults and actions?

Do personas have an active/paused state?

Due dates and assignment?

Start on form submit?

Start on product purchase?

Manual assign from a contact?

Import/API?

Can personas auto-assign by criteria?

Are tags supported now?

Can I send a sequence?

Can I auto-reply per persona?

More Questions & Answers

Who can create/edit personas and journeys?

Who can assign personas to contacts?

Can Viewers see persona journeys?

How many personas can I use?

Where do I see everyone in a persona?

Any limits on tasks/stages?

What should I measure?

What’s the golden rule?

How big should my first journeys be?

Forms: public or targeted?

Ownership?

What if a contact already has Persona A and gets Persona B?

What if I assign the same persona twice?

Rename or merge personas?

Delete a persona with active journeys?

Pause a persona?

Can I auto-assign tasks or Teams from a form?

Can I auto-start a journey when the form is submitted?

Can I tag contacts from a form?

Get clarity on who you should target

Persona support

Personas guide who you speak to, what you say, and how people move through your brand. If you’re unsure, stuck, or want to improve your Persona setup, share the details here and we’ll help you shape a clearer, stronger strategy.

Let’s Refine Your Personas and Their Journeys

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