You can personalize Docs with page conditions, which allows you to show pages only to a specific audience. 🎯 In this article, you learn what to use it for and how to add conditions.
⚠️ This feature is not available on all plans. If you're interested in adding personalization to your plan, contact us here.
📖 Looking for more ways to personalize your Doc? Check out our overview here!
What to use it for?
Different audiences, different content. Create one master Foleon Doc with limitless variations. Page-based conditions let you control which pages each reader sees based on information stored in your CRM, like their industry, location, and more.
Set up triggers that are tailored to each contact's information and provide the most relevant page content to different users with specific needs. For example, you could create a trigger that will show or hide a certain page in your Foleon Doc based on the contact's location, job title, or department.
Here are a few examples of how to use page conditions for different content types:
- Internal newsletter: Show department-specific pages only to certain teams.
- Magazine: Show different pages to change the brand's messaging based on cultural contexts.
- Proposal: Show the US pricing page to US prospects only.
🧭 Want to explore other use cases for Foleon? Check out our Content Compass.
How to personalize a Doc using page conditions
📹 In the video below, we show you how to personalize content with page conditions. In this example, we’re creating a product brochure showing the US pricing page to US prospects only.
👀 We recently updated our dashboard! You might notice that the dashboard in the video below doesn't match what you see on the platform. The video still walks you through the relevant steps for personalizing your Doc. Refer to the text below for the updated screenshots.
Step 1: Create a new property in the Dashboard
Open your dashboard, navigate to your workspace, and go to the personalization page.
Click + Create new property.
Properties are used to create personalized versions of your Foleon Docs.
💡 Only users with the admin or designer role can access the personalization settings.
Fill in the following fields:
- Property name: Give your property a name.
- Property alias: The unique identifier of a property. This is auto-generated based on the property name but can be modified.
- Category: Choose from either contact or company to categorize your property.
- Field type: Select dropdown as the field type.
- Options: Enter the options you'd like to have available.
In the example below, we’re creating a product brochure. Let’s say we want to show the US pricing page only to US prospects.
We name the property "Location”. For the field type, we choose dropdown select. This allows you to add different options for page conditions. In this example, we've added "US" and "Europe."
Click create. Navigate to projects and open the Foleon Doc you want to personalize.
Step 2: Add a page condition in the Editor
In this Foleon Doc, we’re creating a product brochure. To only show highly relevant content, it makes sense to only show our United States prospects the US pricing page.
Open pages, click on the visibility icon of the page, and select conditional.
We want to show only the US pricing page for US prospects, so let’s add that logic to the form. Then click save.
💡You can add multiple values to this field. For example, you created three options for your dropdown select ("US", "Europe", and "APAC"), and you insert "US" and "APAC" — not "Europe".
Your page condition is now set, as indicated by a blue icon in the top-right corner of the page thumbnail.
Step 3: Publish and personalize your Foleon Doc
Once your Foleon Doc is finalized, (re)publish your Doc. After publishing, you are ready to personalize your Doc!
Click menu > personalization > generate URL
We’re now in the personalization mode. For the location property, select “US” to only show the relevant pages. When you’re ready, click on generate URL.
You’ve now generated a personalized Doc URL to send. Copy it to your clipboard and send the product brochure in a personalized email, for example.
💡 If you want to create another personalized Foleon Doc, click close. You can edit the personalized fields again and generate another URL.
Edit or archive a property in the Dashboard
Editing a property:
You can only edit a personalization property if it’s not currently used.
Once a property has been added to a Foleon Doc, some fields become locked:
- ❌ You cannot change its Alias, Category, or Field type
- ✅ You can update the Property name or Option text
- ✅ You can add new options (up to 10)
Archiving a property:
You can’t delete a property, but you can archive it to remove it from your list.
To archive a property, go to the Personalization tab in your dashboard and click the archive icon next to the property you want to remove.
⚠️ Before archiving, you’ll need to remove or replace the property in any Foleon Docs where it’s used. You won’t be able to archive it until this step is complete.
You can restore an archived property anytime by clicking the restore icon.
Why archive instead of delete?
Every property must have a unique alias that is used in our database. Deleting a property could cause issues in the database or with Foleon Docs. That's why we use archiving — a form of soft deletion.
⚠️ If you try to create a new property with the same alias as an archived one, you will receive an error. To continue, edit the alias to a unique value before saving.
Page conditions in batches (CSV)
To personalize a Foleon in bulk, you can upload a CSV file that matches your personalization properties. This not only works for text property personalization but also for page conditions.
📖 For detailed instructions on how to personalize your Doc in batches, read our article: Personalize Docs in batches (CSV)
For this example, we've created a property Funnel stage, with the four stages of our marketing funnel (Awareness, Interest, Desire, and Action) as options.
Now, we're setting a page condition for our pricing page of the sales proposal. We only want this page to show if the prospect is in the Desire or Action stage.
Fill in the spreadsheet with the data of your contacts and upload it to Foleon.
Only the contacts with the desire or action option for the funnel_stage property will see the pricing page in their personalized Foleon Doc. The other contacts won't see the page.
We've now successfully matched the CSV fields to the Foleon Doc properties. After this, you can distribute your personalized Foleon Doc URLs.
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