Instructions & how-to’s
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.
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.
Personalize Images & URLs
Quickly update images & URLs without creating multiple versions of one Doc.
You can quickly update links and URLs to scale your 1:1 personalization in sales proposals, brochures, and portfolios. Watch the video to learn how.
For more detailed information and guidelines, visit our Help Center article.
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.
Personalize as you go with lead generation forms
Personalization with lead generation forms allows you to create fully customized Foleon Docs even if you don't have information about the viewer yet. Use a gated form to ask for details, such as first name or industry, and use this to 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.
