Instructions & how-to’s

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Personalize Docs using text properties

Learn how to effortlessly create highly personalized content using contact details such as first names, last names, or company names, in just 2 minutes!

Watch our how-to video and learn how to master our first personalization feature in three simple steps.

For more detailed information and guidelines, visit our Help Center article.

Help Center guide

Personalize Docs with page conditions

Customize each page for specific segments to ensure relevancy and engagement. Page-based conditions let you customize what each audience sees, all within a single master Foleon Doc. This feature allows you to outline specific content, such as use cases or services, tailored to different target segments.

Watch this video to see how easy it is to create personalized journeys with page conditions.

For more detailed information and guidelines, visit our Help Center article.

Help Center guide

Personalize Images & URLs

You can quickly update links and URLs to scale your 1:1 personalization in sales proposals, brochures, and portfolios. Without creating multiple versions of one Doc. Watch the video to learn how.

For more detailed information and guidelines, visit our Help Center article.

Help Center guide

Personalize Docs in batches (CSV)

Apply personalization to your Docs in batches and scale your content creation with a customized touch.

You can import this file into your CRM or email provider to send out the batch. Watch this quick tutorial video that walks you through the process.

For more detailed information and guidelines, visit our Help Center article.

Help Center guide

Personalize as you go with lead generation forms

Personalization with lead-generation forms lets you create fully customized Foleon Docs even when you don't have information about the viewer yet. Use a gated form to request details, such as first name or industry, and tailor the content to the viewer.

Watch our how-to video to learn how to set up personalization with lead generation forms.

For more detailed information and guidelines, visit our Help Center article.

Help Center guide

The Personalization Revolution

We asked Matt Neal, managing director at Differentiated, a B2B Marketing Agency specializing in Account-Based Marketing (ABM), how personalization is crucial to their campaigns. Watch the on-demand webinar now.

Read their full success story
Watch the full webinar

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