Persona survey template

Question 1

What is a persona survey?

Answer

A persona survey is a survey you send out to your current or potential customers to deepen the understanding of who they are and what context they operate in.

The survey helps you top the customers' demographic data with insights into their actual pain points, challenges, tasks, and motivations.

It lets you create a compelling customer persona that empowers your marketing team to write high-converting content and develop effective inbound marketing plans.

A persona will also inspire the product choices of your product design team.*

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*If you're interested in researching your target audience strictly from the product design perspective, check out our user persona survey template.

Question 2

What are the standard questions of a persona survey?

Answer

To decide on the survey questions to ask, you need to know why you need a persona in marketing:

The role of personas is to make your team empathize with the target audience and help them understand the real person behind the demographic data.

That is why personas dig deep. On top of covering your prospects' day-to-day tasks and how your product or service helps, they contain descriptions of emotional attitudes. They describe potential doubts that leads may have and your prospects' whys - their ambitions and motivations.

They help your marketing team step into the audience's shoes so that they can easily create relevant, high-converting content.

With a persona survey, you want to find out:

What pain points and jobs related to your product the (prospective) customers have
What language they use to describe the pain points and jobs
What motivates them and what doubts they may have about your offer

To uncover them, you can ask questions like:

How would you describe the biggest challenge in your professional life?
What are your pet peeves connected with the task?
What work-related values are important to you and why?

For more persona survey questions, check out the template above! (No strings attached.)

Question 3

Why use a persona survey? Can't I base the personas solely on my intuition?

Answer

Protopersonas - personas created based on what you assume you know - is a provisional solution. It's OK to create one until you verify the assumptions about the target group you've made. To truly rely on your personas, you need to back them up with research.

A persona survey is a handy tool that helps you do persona research. Sending the survey will help you uncover new customer insights, and modify your protopersonas, if needed. They will also provide feed for persona interviews if you want to carry them out.

Question 4

How to use the persona survey template?

Answer

We’ve created the persona survey template to help you kick start your persona creation process. Using it is very straightforward as the application leads you through the process.

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1. Click the "Send this survey for free" button above.

Once you do that, you'll be asked to sign up for the free Survicate account.

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2. Sign up.

Once you click the button, you'll be asked to sign up. Do so - there are no strings attached. To use a higher pricing plan, sign up through Survicate’s homepage.

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3. Tweak the survey according to your needs.

Start modifying the persona survey questions - add, delete, use conditional skip logic, adjust them to fit your brand tone of voice.

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4. Customize.

Optionally, customize the survey to make it look on-brand. Change colors, background, or use your company logo.

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5. If the survey is long, enable the survey progress bar.

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6. Configure the survey.

If you're going to email the survey, connect the platform to your email automation tool. If you're going to distribute it among the current customer base, add your CRM.

These are optional steps, but integrating the survey with the tools makes your respondents' identities visible to you. You may want to contact them to arrange the interviews, so consider taking this step.

You may also set a response limit to control the amount of feedback you get.

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7. Distribute the survey.

Decide you’ll distribute the survey. If you’re going to send the survey by email, we recommend embedding it in the email body for a better response rate. In this case, generate the survey link or code.

You can also trigger the survey in your mobile app or in the web app.

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8. Analyze results.

With Survicate, you have real-time access to customer feedback so that you can see the results when the campaign is still on. To do that, find the survey report in the tool panel.

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Personas are powerful marketing tools that help you yield better marketing results. With Survicate, creating them is no fuss.

‍Use the persona survey template by Survicate and start the process today.

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Persona survey template

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All native integrations are
1-click and code-free

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Persona survey template

What is a persona survey?

What are the standard questions of a persona survey?

Why use a persona survey? Can't I base the personas solely on my intuition?

How to use the persona survey template?

Large section heading

All native integrations are1-click and code-free

We’re here to support youalong the way

We’re also there

All native integrations are
1-click and code-free

We’re here to support you
along the way