It's time to get personal. With our personalization features, you can make every reader interaction unique and authentic. Whether it’s addressing your reader by name or only showing a page to a specific audience, our personalization suite gives you many options to tailor each Foleon Doc to the visitor:
- 🆕 Quickly personalize images & URLs in links or buttons, eliminating the need to create multiple versions of the same Doc. Learn more about personalizing with image and URL properties.
- 🆕 Don't know the details of your viewer yet? You can use a lead generation gate to ask for details, such as name or company, and use this to tailor the content to the viewer. Learn more about personalizing as you go with lead generation forms.
- Address a visitor personally or add a company's name with a text property. Learn more about personalizing Docs with text properties.
- Only show a page to a specific audience by setting a page condition — like showing a US pricing page to US prospects only for your product brochure. Learn more about personalizing Docs with page conditions.
- You don’t have to personalize Docs one by one. By uploading a CSV file, you can personalize content for hundreds of contacts in just a few minutes. Learn more about personalizing Docs in batches (CSV).
- Are you using SSO for your Foleon Docs? By combining personalization text properties with your SSO for Foleon Docs setup, you can seamlessly provide personalized content based on the visitor's identity. This makes your Foleon Doc both secure and highly relevant to your audience. Learn more about SSO and personalization.
- A new dedicated user role: the Personalizer. This gives non-creators, such as sales reps, the ability to personalize content and distribute it without having access to change the design of your Doc. That was all for personalization, but we’ve also released other features. Learn more about this user role.
Check our video from the personalization launch 👇
Not sure where to start? Below we've summarized all the personalization options and when to use them:
What to personalize?
- Text personalization — Learn more about personalizing Docs with text properties
- Page conditions — Learn more about personalizing Docs with page conditions
- Images — Learn more about personalization with images & URL properties
- URL — Learn more about personalization with images & URL properties
Who's your audience?
- Small > One-by-one — Learn more here
- Large > Personalize in batches (CSV)
- Don't have the viewer's details yet? > Personalize with a lead generation form
- Log in with Single Sign-On (SSO) — SSO personalization
Who can personalize?
- Admins and designers — These user roles can create properties and personalize Docs. Learn more.
- Personalizer — This user role can only personalize (not edit any content). Learn more.
- All other user roles — Other user roles can personalize Docs, but not create properties. Learn more.
