With image and URL personalization, you can easily customize visuals and links (including CTA buttons) to create a more engaging experience for your audience. Personalized images make your content stand out, while tailored links drive better conversion with relevant calls to action.
⚠️ This feature is not available on all plans. If you're interested in adding image and URL personalization to your account, contact us here.
In this article
Why use image and URL personalization?
Image and URL personalization eliminates the need to create multiple versions of the same Doc, allowing teams to tailor content without starting from scratch. By quickly updating links and URLs, you can scale your 1:1 personalization.
Here are some ways you can use image and URL personalization:
- Sales proposals: Quickly change sales agents' photos and customize the contact button to a link directly to their email or calendar.
- Customer portfolio: Customize a portfolio for each customer by updating photos of team members and adding customer-specific links for a more personal experience.
- Inspiration magazine: Tailor visuals to different industries and add custom links to relevant stories or blog posts.
💡The personalizer role allows users to personalize Foleon Docs without editing content or design—making it easy for anyone to customize Docs quickly
How to personalize with image and URL properties
📹 Watch the video below for a step-by-step walkthrough of how to personalize images and URLs in a Foleon Doc.
Step 1: Create an image or URL personalization 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. A typical example here would be First name or Company 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:
- 🖼️ For image personalization: Select image
- 🔗 For URL personalization: Select URL and enter the default link (used when no personalized URL is available)
Click create to save your new property.
Step 2: Add a personalized image or URL in your Foleon Doc
🖼️ For image personalization
Open your Foleon Doc in the editor. Add an image element if you haven't already, and choose an image from your media library. This image will be used as the default image when no personalized image is available.
Click the image settings ⚙️ and open general settings. To allow this image to be personalized, click personalize
Select the personalization property from the dropdown and click insert.
🔗 For URL personalization
Add a button or a text link to your Doc if you haven't already.
If you have already added a button, click the button settings ⚙️. Then, open general settings and click the edit link.
If you have already added a text link, click on the text element. Hover over the text link and click the pencil icon to edit the link.
Select personalized URL from the dropdown
Choose your personalization property from the drop down and click Link to URL to save.
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
💡 If you'd like to review your doc before personalizing, select preview. This allows you to see how your personalized properties will appear in the Doc. Once you're ready to generate the personalized URL, change the toggle on the top of the screen to generate URL(s).
Enter personalized values for each field or select an image from the media library.
For example, in the image below, we are customizing a contact page for our sales agent so the reader can book a meeting directly with Dennis:
- In the first name field, enter "Dennis"
- In the contact image field, select an image of Dennis from the media library
- In the contact meeting link field, enter the URL for booking a meeting with Dennis
Click generate URL. You've now generated a personalized Doc URL that you can send to your prospects to book a meeting with Dennis.
💡 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 Default value
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.
Personalize in batches (CSV)
Do you want to personalize your Doc for multiple contacts quickly? You can personalize Foleon Docs in batches by uploading a CSV file that matches your personalization properties. This allows you to generate a list of personalized Docs for hundreds of contacts in just a few minutes.
📖 For detailed instructions on how to personalize your Doc in batches, read our article: Personalize Docs in batches (CSV)
For personalized images 🖼️
In the spreadsheet, you'll need to enter a URL to your media. If you want to use an image hosted on your Foleon media library, you can find this link by navigating to your image in the media library and clicking direct link in the bottom right corner. Copy this link into your spreadsheet.
For personalized links 🔗
Enter the URL of the website you'd like to link to. Be sure to enter a valid URL that begins with https:// or http://
Personalizer Role
The personalizer user role can personalize a Foleon Doc without editing content or design. You can use this role to empower anyone to quickly personalize Docs.
For example, sales reps can personalize a proposal with their image, contact details, and meeting link—saving time for designers and improving collaboration between sales and marketing.
⚠️ The personalizer role is only available for select plans. If you're interested in adding personalizers to your account, contact us here.
Personalizers have the following permissions:
✅ Access personalization mode
✅ Enter values for personalization fields
✅ Select personalized images from the media library
❌ Cannot create, edit, or delete any content
❌ Cannot upload media to the media library
How to add a Personalizer
Admins can add a new personalizer by inviting them as a new user. When selecting the new user's role, select personalizer from the dropdown.
