How to Add a Customer Persona

Navigating to Customer Personas

From the left-hand menu, click Personas.

You’ll see a list of all personas already created for your account.

From here, you can create a new persona or open an existing one to edit it.

Click Create Persona to add a new one.

Adding a persona happens in two steps.

The first step captures the big picture.
The second step adds the detail that makes the copy feel relevant instead of generic.

You don’t need to get everything perfect; clear and honest inputs work best.

Step 1: Basic Persona Information

This step helps CopyPower AI understand the general context of the customer you’re writing to.

Field	Description
Choose a Brand	Select the brand this persona belongs to. This links the persona to the correct Brand Voice, so all copy written for this person sounds consistent across assets.
Target Market Overview	Describe whether this audience is clearly defined or still being explored. This helps CopyPower AI decide how confident, exploratory, or educational the copy should feel.
Persona Description	Write 4–8 sentences describing who this person is, their role, and their situation. This forms the foundation for how CopyPower AI understands relevance and context.

Once this feels accurate, click Next.

Step 2: Deeper Persona Context

This step gives CopyPower AI the details it needs to shape tone, angle, and persuasion flow.

You don’t need to overthink this. Each field answers a simple question about the person you’re writing to.

Field	Description
Persona Nickname	A short internal name to help you quickly recognize and select this persona later when creating copy assets.
Obstacles to Goal Achievement	The main things preventing this person from making progress. These become the natural objections and friction the copy should address.
Trigger Events	Moments or events that push this person to start looking for help or solutions. These influence urgency and timing in the copy.
Core Beliefs About the Market / Category	What this person already believes — and what they don’t yet believe. This helps CopyPower AI guide belief progression without pushing too hard or too early.
Preferred Communication Channels	Where this person prefers to learn and consume content. This helps shape tone, pacing, and structure, even across different asset types.
Trusted Information Sources	People, platforms, or communities this person already trusts. This keeps the copy aligned with what feels credible and familiar to them.
Key Influencers	Voices this person respects in the space. This helps CopyPower AI match the right level of authority and sophistication.
Stage of Awareness	How aware this person is of the problem, possible solutions, and products like yours. This determines how much explanation or directness the copy should use.
Market Sophistication	How crowded or mature the market is. This affects whether the copy should focus more on differentiation or education.
Goals	What this person is trying to achieve in the near and long term. This keeps the copy focused on real outcomes rather than surface-level motivation.
Challenges	The ongoing difficulties or constraints this person faces. This helps the copy stay realistic and grounded.
Core Values	What matters most to this person beyond tactics or tools? This guides tone and framing so the copy feels aligned, not pushy.

When you’re done, click Save Persona.

After You Save

Your persona is now:

Available across all projects
Reusable across pages, emails, and LinkedIn posts
Easy to update as your understanding improves

Personas are meant to evolve. You can refine them anytime.

A Simple Rule of Thumb

If two groups of customers think differently, hesitate for different reasons, or need different explanations, they should be separate personas.

Clarity here makes everything else inside CopyPower AI work better.