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:
Navigate to Draft Personas:
Go to your Audience Planner homepage and select the "Draft Personas" section.
Choose the Persona:
Locate the persona you want to archive.
Archive the Persona:
Click the "Archive" button next to the edit button on the persona.
Confirm the action if prompted.
Archiving a Published Persona:
Unpublish First:
If your persona is published, navigate to it and click "Unpublish" to revert it to a draft state.
Archive the Persona:
After unpublishing, select the now-draft persona and click "Archive."
Confirm your choice if prompted.
Restoring an Archived Persona:
Access the Archive:
Navigate to the archived personas section.
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!