How to create a user persona in simple steps [Template + Examples]


Knowing your customers is the best way to offer them something that they expect. To maintain healthy and long-lasting relationships, you must understand your customers better.

Marketers who don’t know their users often don’t make informed decisions. As a consequence, they lose leads and customers.

Creating user personas can help businesses know exactly what their customers want and are looking for. 

Developing a user persona doesn’t cost huge sums of money and effort. In this blog, we will give you in-depth information about user persona and how you can create it in simple steps.

What is a user persona? How to identify personas?

A user persona is a semi-fictional representation of your ideal customer. A user persona can be created by having a look at the characteristics of your existing customers.

Personas can also be built by discovering the users’ needs and examining their behavioral patterns. 

User personas can help you understand the customers’ perspectives, needs, wants, and problems. It can help you gather valuable insights and plan based on your users’ demands. 

user persona

User Personas Segmentation

You can build up user personas based on behavioral and psychographic data. For starting up, you can see who your users are and what they need.

Psychographic segmentation is based on psychological traits such as personalities, behaviors, values, beliefs, social status, etc. You can also create your customers segmentation based on how they respond to your marketing campaigns.

Behavioral and psychographic segmentation will help you know your target audience better. Additionally, it will make it easy for you to create various user personas.

Why do we need user personas?

User personas can help businesses strategize better and deliver the best customer experiences. 

They can uncover many profound insights that can help marketers know what customers are searching for and their concerns. 

User persona will aid businesses in understanding the actual use cases and focus their efforts in the right direction.

Benefits of creating user personas

User personas can help marketers know the customers’ trigger points and increase the conversion rate. Now, we will tell you some of the major benefits of creating user personas.

  • Understand user behavior: By knowing the background of your user personas, you can predict user behavior. You can know how much time they spend to gain information and what social networks they use the most. This way, you can launch your marketing campaigns on the platforms where your target audience is most available. 
  • Focus on the users’ needs: Your idea might be the best in the market, but does it aligns with what users want? By creating user personas, you may focus directly on the needs, wants, and expectations of the users while wasting less time and resources.
  • Improve UI/UX: User persona can help you know what attracts your customers the most. This way, you can develop designs and navigation flow that receives the maximum response and action from the users.
  • Upgrade product positioning: By decoding your user personas, you can carry out product positioning effectively. You can know where and how to promote your product based on the challenges and issues of your customers.

What does a user persona consist of?

In this section, we will tell you what a user persona consists of with user persona examples and the information needed for it. First, you need to search for answers to these three simple questions

  • Who are they?
  • What is their main goal?
  • Challenges or barriers to achieving their goal

By creating a survey on your website, you can directly get the answers from your customers and know about them.

persona examples

Who are they?

You should first find out who your users are—for example, the company’s key decision makers, managers or CXOs, etc. This will help you to know your persona’s perspective better when it comes to your offerings.

What is their main goal?

Here, you should examine and understand what their main goal is and how your product or service can fit their needs. What problems are they facing and trying to solve? What is the end goal that they are trying to achieve?

Challenges or barriers to achieving their goal

Now, you know who your users are and what is their main aim. However, you need to find out what challenges or barriers are stopping them from buying your product/service. 
Below, we have given one of the simple user personas examples.

user personas examples

In simple steps

Building personas is not as difficult as it seems. In this section, we will tell you in detail the step-by-step process of how to create user persona.

Step 1. Choose the right questions for your survey

The best way to know your audience is by asking questions to them directly. By conducting surveys, you can know more details and information about your users. 
You can easily execute surveys with the WebMaxy Analyzer. It has many pre-built templates and well-researched customer survey questions that you can use right away.

user behavior analytics tools

Below, we have given examples of some simple questions that you can ask your customers to know them better.

  • Can you describe yourself in one sentence, for instance, “I am a 32-year-old marketer based in the US who enjoys creating strategies for business.”
  • What is the driving factor for using our product or service?
  • What can prevent you from using our product or service? 
  • How do you think we can improve our product or service?

Asking relevant and open-ended questions will aid you in knowing your consumers’ mindsets. You can get important information such as the driving factors, most liked features, and your customers’ needs. 
With WebMaxy Analyzer, you can set up surveys quickly and ask the right questions to your target audience.

Step 2. Launch the survey on your most visited page.

You can set up a survey on your most visited page in simple steps. Here is how you can set up surveys using the WebMaxy Analyzer. First, you need to signup for the free plan or business plan to use the WebMaxy Analyzer. 

session replay
  1. Click on the ‘Engage’ in the sidebar menu of the homepage; there, you will see the ‘Survey’ option.
create heatmap

2. Click on the ‘Survey’ option. You will see a ‘create new survey’ option on the right-hand side of the survey page.

create survey
how to create a user persona

3. By clicking on the ‘create new survey,’ you can create your own blank survey or build a survey using the pre-designed WebMaxy survey templates.

user persona survey questions

4. Set up a survey in a few steps by choosing the survey template and customizing the questions.

user persona template

5. Setting up the survey

  • Choose the pages that receive the maximum traffic, such as the homepage. Add the URL of those pages in the ‘create survey behavior’ option.
user behavior

  • On the survey details page, select the number of people (target) that you want to take the survey from.
heatmap of website

6. Add the right questions

By using different WebMaxy Survey templates, you get a set of relevant customer survey questions. You can also customize these questions and add as many options as you want. 

heatmap website

7. In the end, you can also add a thank you note for your responders for devoting their valuable time and efforts to answer your questions. 

website heatmap

8. Preview

By clicking on the ‘Preview’ option, you can see how your survey will appear to your users.

9. Publish or Draft 

Click on the ‘Publish’ to launch your survey, or you can save it as a draft if you still want to make certain changes.  

However, once you launch the survey and your users start answering it. You can analyze the complete data in the survey option.

what is a user persona

By clicking on the analyze button, you can see the graphical representations of the survey result data.

analyze survey

Step 3. Analyze the results

Once you have got the results, you can start analyzing the data to identify the prominent user personas.

You can download the survey results in the .csv file format and execute the data analysis effectively. 

survey reports

Instead of just analyzing one survey data, you must analyze multiple survey results to identify the patterns. By doing this, you will be able to identify the main goals, demographics, barriers, etc., of your users. 

Step 4. Make your user persona

Based on the survey results data, you can create a simple user persona that represents the majority of your target audience. For example, by identifying the following:

  • Demographic
  • Main goal
  • Challenge/barrier

By collecting this data, you can fill up this user persona template.

user persona tips

You can use this simple user persona template for building personas and target your customers more effectively. 

Conducting extensive research and analysis can help you create accurate user personas. Below, we have given the best tips for building personas. 

5 best user persona tips

After you have created the basic user persona, you can apply these expert tips to understand your customers more deeply.

  1. Customer journey mapping: By mapping your customer journey, you can know how your customers go through the entire process. You can understand their experience, how they use your product, and what makes them choose you. 
  2. Use visuals and graphics to analyze data: Using illustrations makes it easy to break down the information. For different personas, you can add different images and incorporate designs to make them unforgettable and distinguishable. However, you must keep the layouts of all personas the same so that you can easily compare the data.
  3. Segment user personas based on common features and differences: You can differentiate the user personas based on the common features and dissimilarities. By identifying the key differences, you can create different targeted marketing campaigns for various segments.
  4. Keep some of the characteristics on a sliding scale: Having fixed traits in the user personas is a good thing. However, certain characteristics must be kept on a sliding scale, such as personality traits and skills. Being too rigid in creating user personas can prevent them from being accurate or real.
  5. Keep it short and simple: Don’t make your user personas too long and descriptive with unnecessary details. User personas should be short and easy to understand so that any team member who looks at them doesn’t get confused.

WebMaxy Analyzer

Creating user personas is a great way to understand customers and their perspectives. It can help businesses to make data-driven and informed decisions. 

By conducting customer satisfaction surveys and research, marketers can execute more effective business strategies. They can discover the real pain points and challenges of the customers.

WebMaxy Analyzer can help you to create surveys from scratch, you can create your own survey or use the pre-designed survey templates. 

In-built with various features and functionalities, you can build & launch your surveys quickly with WebMaxy Analyzer. 

Schedule a call with our experts to know more information about the WebMaxy Analyzer, or email us at

user persona template

User persona FAQ’s

What is user persona?

A user persona is a semi-fictional representation of your ideal customer. Creating user personas will help you to target a larger group of users who share the same characteristics and goals. You can build personas by identifying the users’ needs and behavioral patterns.

How do you make personas step by step?

You can create user personas by simply looking at the characteristics of your existing customers. Here, we also mentioned the step-by-step process to create personas:
– Choose the right questions for your survey.
– Launch the survey on your most visited page.
– Analyze the survey and make your user persona. 

What are the 3 categories of user personas?

User personas can be created based on different characteristics that are shared by a large group of users. The 3 categories of user personas are as follows:
– Goal-based personas
– Psychographic based personas 
– Demographic-based personas

What would I use the user persona template for?

You can use the user persona template to create the user personas. It consists of questions like who are they? what is their main goal? and challenges or barriers to achieving their goal. By discovering the answers to these questions you can create user personas easily and quickly.

What are examples of user personas?

An example of a user persona consists of a name, occupation, demographics, needs, pain points, and challenges. By including these attributes, you can make a user persona more realistic and close to your actual prospects. This can help you to strategize better and target your potential customers effectively.

Adam Wilson

Adam Wilson comes with an experience of 12+ years in the IT industry. As a Customer Success Manager, he has been researching and trying to understand the customers’ behavior in different scenarios. He has also studied human psychology to relate it to the purchase journey of the customers. His published books on customer psychology and behavior have received many honors and awards from various enterprises.

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