Features📍
Check all features of our new personalization suite.
What’s available?
Personalizer role
The Personalizer role empowers anyone to personalize Foleon Docs, allowing you to confidently delegate personalization to others without worrying they will edit the design. This leaves more time for content creators to focus on more 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.
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 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.
This can be used to create newsletters, magazines, brochures and more, tailored to your reader's 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
Personalization is typically based on information you already have, such as a viewer’s name, industry, or company. But what if you don't have that information yet?
This is where our native lead generation forms come in. These forms allow you to gather information and details directly from your audience and use this as input for personalized content. Here's how it works:
- Visitors provide details through a lead generation form in your Foleon Doc.
- The content adapts dynamically to show personalized elements such as names or relevant pages.
- Each visitor gets a unique experience without requiring multiple Foleon Docs or manual content creation.
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 amount of personalized versions to be distributed by 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
Unlock the power of tailored content by integrating Single Sign-On (SSO) with your Foleon Docs. With personalized text properties based on each user's identity, you can deliver relevant, customized experiences that engage your audience on a deeper level.
SSO not only keeps your Foleon Doc secure but also empowers you to offer content that speaks directly to your visitors, enhancing user satisfaction and driving higher engagement. Make your Foleon Docs a dynamic, personalized resource for your audience, ensuring every interaction feels both secure and uniquely relevant.
