LinkedIn Sales Insights Personas allow you to easily view and compare headcount, growth, and sales connectivity and activity metrics for target users and buyers.
To create a Persona:
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Log into Sales Insights and click Personas at the top of the page.
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Click the
New Persona in the top right corner. -
In the Define new Persona right panel:
Name your Persona.
- Make the name as specific as possible as Personas are shared across a contract and your teammates will be able to see and use them.
- Only admins can edit or delete others’ Personas.
Select the attributes that define your Persona, using the Function, Seniority, and Job Title search fields.
To use the Job Title field, you now have two tabs, Search and Suggestions, to filter your search results. Use the Search tab to enter the job title that you want search on. You will notice results displayed in two panes - one that is an aggregation of several job titles, and the other that is based on multiple job titles that could be grouped within a single job title. Selecting a specific entry in the left pane selects all job titles that are contained within it. You can also uncheck specific job titles to exclude it from the search.
Use the Suggestions tab to see if you have missed any other similar job titles. Check the titles that you want to include.
- As you add attributes, you’ll be able to review the number of companies on LinkedIn that match the attributes defined.
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Click Save to create and save the Persona.
On the Personas tab, the new Persona will appear at the top of the page. (When you return to the page in the future, it will be sorted by alphabetical order.) The Persona can now be used in any report by any team member.
To create a Persona from a report:
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Log into Sales Insights and click Reports.
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Click the report you’d like to view.
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On the left rail, scroll down to Personas and click Change.
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Scroll to the bottom of the Personas left rail and click Manage Personas.
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In your web browser, a new tab will open to Personas.
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Click the
New Persona in the top right corner. -
In the New persona right panel:
Name your Persona.
- Make the name as specific as possible as Personas are shared across a contract and your teammates will be able to see and use them.
- Only admins can edit or delete others’ Personas.
Select the attributes that define your Persona, using the Function, Seniority, Job Title and Location search fields.
To use the Job Title field, you now have two tabs, Search and Suggestions, to filter your search results. Use the Search tab to enter the job title that you want search on. You will notice results displayed in two panes - one that is an aggregation of several job titles, and the other that is based on multiple job titles that could be grouped within a single job title. Selecting a specific entry in the left pane selects all job titles that are contained within it. You can also uncheck specific job titles to exclude it from the search.
Use the Suggestions tab to see if you have missed any other similar job titles. Check the titles that you want to include.
- As you add attributes, you’ll be able to review the number of companies on LinkedIn that match the attributes defined.
Here's a tip
For Function, Seniority, and Job title filters, you can include or exclude criteria but you cannot mix them. For the Location filter, you can mix the filter criteria. For example, you can include EMEA and choose to exclude Spain. -
Click Save to create and save the Persona.
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Close the Personas browser tab, return to the Reports browser tab, and refresh the page.
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Click Edit next to Personas in the left rail to add your new Persona to your report.
To copy a Persona:
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Log into Sales Insights and click Personas at the top of the page.
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Locate the Persona you’d like to copy and click Make a copy.
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In the Define new Persona right panel:
Name your Persona.
- Make the name as specific as possible as Personas are shared across a contract and your teammates will be able to see and use them.
- Only admins can edit or delete others’ Personas.
Select the attributes that define your Persona, using the Function, Seniority, Job Title and Location search fields.
To use the Job Title field, you now have two tabs, Search and Suggestions, to filter your search results. Use the Search tab to enter the job title that you want search on. You will notice results displayed in two panes - one that is an aggregation of several job titles, and the other that is based on multiple job titles that could be grouped within a single job title. Selecting a specific entry in the left pane selects all job titles that are contained within it. You can also uncheck specific job titles to exclude it from the search.
Use the Suggestions tab to see if you have missed any other similar job titles. Check the titles that you want to include.
- As you add attributes, you’ll be able to review the number of companies on LinkedIn that match the attributes defined.
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Click Save to create and save the copied Persona.
To edit or delete a Persona:
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Log into Sales Insights and click Personas at the top of the page.
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Locate the Persona you with to edit or delete and click Edit.
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In the Edit Persona right panel:
- To edit: Make any desired updates to Name or Attributes and click Save.
- To delete: Click Delete at the bottom of the right panel.
You can configure up to six Personas to be exported to the CRM in the CRM settings page. You must be a full admin to configure Personas to export.
Three fields will be written back for each Persona exported to an account record in the CRM:
- Persona – Name
- Persona – Global Employee Count
- Persona - Global Employee Growth.
Learn more about LinkedIn Sales Insights CRM Writeback.