Personalizer role
This role empowers anyone to personalize Foleon Docs, allowing you to confidently delegate personalization to others without worrying they will edit the design. This leaves content creators more time to focus on strategic tasks without giving up control.
Here's what Personalizers can do:
- Personalize Docs: Update greetings, company names, and other details without design expertise.
- View analytics: Track performance with analytics for every personalized Doc.
Personalize with text-based properties
You can customize your Docs using text fields, such as:
- First name
- Last name
- Industry
- Company name
- Job title
- Date
- Website URL
Page-based conditions
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 tailored to each contact's information and provide the most relevant page content to users with specific needs. For example, you could create a trigger that shows or hides a specific page in your Foleon Doc based on the contact's location, job title, or department.
This can be used to create newsletters, magazines, brochures, and more, tailored to your readers' location, industry, or job title, giving them a truly unique content experience.
Personalize images and URLs
With image and URL personalization, you can easily customize visuals and links (including CTA buttons) to create a more engaging experience for your audience.
This feature also supports scale and governance. Instead of creating multiple versions of the same Doc, teams can confidently delegate the personalization of images and URLs to personalizers, knowing the rest of the content is locked and protected.
Personalizers can only update the designated images, URLs, and other personalization properties, making it easy to scale 1:1 personalization across sales proposals, brochures, and portfolios without risking brand consistency.
Personalize as you go with lead generation forms
When you lack existing viewer data, our native lead generation forms bridge the gap. By gathering details directly from your audience within a Foleon Doc, the content dynamically adapts to show personalized names or pages.
This allows you to deliver a unique, automated experience for every visitor without the need for manual content creation or multiple Doc versions.
Personalization in Batches: CSV imports
With a CSV import, you can scale your personalization efforts by uploading a contact data file into Foleon. You can generate a unique URL for hundreds of contacts in just a few seconds.
This is for users who want to generate a larger number of personalized versions for distribution through their email provider or CRM.
Distributing content in batches helps you boost your team's productivity and do more in less time.
Personalize Docs with your SSO setup
Secure your Foleon Docs and engage readers with Single Sign-On (SSO). By using personalized text properties, you can deliver tailored, identity-based content that drives higher satisfaction. It’s the easiest way to make every interaction feel secure, dynamic, and uniquely relevant to your audience.
