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How to: Archive a Persona in Audience Planner

Archiving personas helps you manage your workspace by removing unused draft personas without permanently deleting them.

Archiving a persona is only possible in a drafted state; you will need to Unpublish a published persona to be able to Archive it 

Step-by-Step Guide:

Archiving a Draft Persona:

  1. Navigate to Draft Personas:

    • Go to your Audience Planner homepage and select the "Draft Personas" section.

  1. Choose the Persona:

    • Locate the persona you want to archive.

  2. Archive the Persona:

    • Click the "Archive" button next to the edit button on the persona.

    • Confirm the action if prompted.

Archiving a Published Persona:

  1. Unpublish First:

    • If your persona is published, navigate to it and click "Unpublish" to revert it to a draft state.

  2. Archive the Persona:

    • After unpublishing, select the now-draft persona and click "Archive."

    • Confirm your choice if prompted.

Restoring an Archived Persona:

  1. Access the Archive:

    • Navigate to the archived personas section.

  2. Restore Persona:

    • Click on the three dots menu and click on “Move to Drafts".

    • Click "Restore to Draft."

Important to Know:

  • Archived personas are not permanently deleted; they can be restored anytime.

  • Archiving helps declutter your workspace, ensuring only relevant and active personas remain visible.

Keep your workspace streamlined and organized with the archiving feature. Happy organizing!

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