Batch & Bulk operations

Batch and bulk operations allow you to update multiple personas at the same time:

• Batch changes use the Editor interface and offers more common operations

• Bulk changes requires the use of a spreadsheet which is exported and imported

Batch changes

When you're building an exercise, you rarely need to create every persona from scratch. You can import personas from another project, from a file, or from our asset library Ventura.

But personas built for one scenario (e.g. a flood response) won't always fit into a different one (e.g. a fire at a train station). You might find names, roles, handles, and channels will need adjustments once they're imported.

Rather than opening each persona individually, the Personas tab gives you two ways to make these adjustments across many personas at once:

Replace persona

Swap one persona for another (e.g. matching an imported persona to an existing role) and choose, field by field, whether to keep the original's details or take the new one's (profile image, handle, name, email, location, and social/banner images can each be kept or replaced independently).

Batch

Select multiple personas in your library and edit shared properties for all of them in one operation (disposition, affilation, which social channels are active, tags, and who's allowed to impersonate the persona).

Bulk changes

You might also find it easier to create and edit personas via a spreadsheet. To create personas this way, export an empty persona library, fill in the intended columns, and reimport.

The spreadsheet you're likely to want is Persona details, but you can edit all kinds of persona variables from the list in the screenshot below: