You can personalize Docs with page conditions, which allows you to show pages only to a specific audience. 🎯 In this article, you learn what to use it for and how to add conditions.Â
đź’ˇ Want to personalize text? Learn more in our article Personalize Docs using text properties.Â
In this article
What to use it for?
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.
Here are just a few examples of how to use page conditions for different use cases and content types:
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Internal newsletter (Human Resources > Use case: Employee Comms)
- Show department-specific pages only to certain teams.
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Magazine (Marketing > Use case: Brand Marketing)
- Show different pages to change the brand's messaging based on cultural contexts.Â
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Proposal (Sales > Use case: Buyer Enablement)
- Show the US pricing page to US prospects only.
📹 In the video below, we show you how to personalize content with page conditions. In this example, we’re creating a product brochure showing the US pricing page to US prospects only.
🧠Want to explore other use cases for Foleon? Check out our Content Compass.
Step 1: Create a new property
In the dashboard, navigate to account > personalization. Click on new property. Properties are used to create personalized versions of your Foleon Docs.
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For this example, we’re creating a product brochure. Let’s say we want to show the US pricing page to US prospects only.
We name the property "Location”. For the field type, we choose dropdown select. This allows you to add different options for page conditions. In this example, we've added "US" and "Europe". Click create.
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In the property overview, you'll see the new property you've just created. With used in, you can see in which asset (Foleon Doc or template) it's being used. You can edit or archive the property later.
Now, it’s time to open the Foleon Doc you’d like to personalize.
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Step 2: Add a page condition
In this Foleon Doc, we’re creating a product brochure. To only show highly relevant content, it makes sense to only show our United States prospects the US pricing page. Naturally, we don’t want our European prospects to get confused.
Open pages, click on the visibility icon of the page, and select conditional.Â
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We only want to show the US pricing page for US prospects, so let’s add that logic to the form. Click save.
đź’ˇYou can add multiple values to this field. For example, you created three options for your dropdown select ("US", "Europe", and "APAC"), and you insert "US" and "APAC" — not "Europe".Â
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Your page condition is now set, as indicated by a blue icon in the top-right corner of the page thumbnail.
⚠️ Don't forget to republish your Foleon Doc. If you don't, you won't see your page condition property in the personalization environment.
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Step 3: Personalize
Open the menu of your content editor and click personalization. Keep in mind you’ll only be able to click here once your Foleon Doc is published.Â
You'll only see your page condition property when you've republished your Foleon Doc.Â
We’re now in the personalization mode. We want to address a man named Harry — a United States prospect. For the location property, select “US”.
In the first name field, fill in “Harry” and when you’re ready, click on generate URL.
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You’ve now generated a personalized Doc URL to send Harry. Copy it to your clipboard and send the product brochure to him in a personalized email, for example. Now let’s hope that Harry is impressed by our products.
Do you want to personalize your Foleon Doc for other contacts? Close the modal and personalize again, or read on to learn how to personalize in batches using a CSV file.Â
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Page conditions in batches (CSV)
To personalize a Foleon in bulk, you can upload a CSV file that matches your personalization properties. This not only works for text property personalization but also for page conditions.
For this example, we've created a property Funnel stage — with the four stages of our marketing funnel (Awareness, Interest, Desire, and Action) that we added as options for the dropdown select.Â
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Now, we're setting a page condition for our pricing page of the sales proposal. We only want this page to show if the prospect is in the Desire or Action stage when they're considering buying our tool.Â
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Fill in the spreadsheet with the data of your contacts and upload it to Foleon.Â
Only the contacts with the desire or action option for the funnel_stage property will see the pricing page in their personalized Foleon Doc. The other contacts won't see the page.
đź’ˇTo follow a detailed step-by-step guide to personalization in batches (CSV), read our other article.
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We've now successfully matched the CSV fields to the Foleon Doc properties. After this, you can distribute your personalized Foleon Doc URLs.
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