There are two ways to create a Persona
Create a Persona from the Personas section
1. Navigate to the Personas section on the menu.
2. Click on the New Persona button.
3. Fill out the information on the Create Persona screen and click Continue.
You can now use your newly created persona in a Donor Conversation.
Create a Persona during the Donor Conversation Practice Session Form
1. From the left-hand menu, open Practice and select Donor Conversation.
2. In the Practice Session Setup Form, click the Choose a Donor box, then select + Create a New Persona
3. Fill in the persona's information. First Name, Gender, and Donor Type are required fields. Click Continue to return to the Practice Session Setup Form.
4. Your newly created persona will now be pre-selected for your Donor Conversation.
5. From here, you can continue to create additional personas or move forward with your Donor Conversation.