Personalization in Foleon: an overview

in Foleon, you can easily personalize a Doc for each visitor to leave a memorable impression. 🎯
Our personalization suite gives you a couple of options.

• Address a visitor personally on your cover page with a text property. Learn more about personalizing Docs with text properties.
  
  
• Only show a page to a specific audience by setting a page condition — like showing a US pricing page to US prospects only for your product brochure. Learn more about personalizing Docs with page conditions.
  
  
• You don’t have to personalize Docs one-by-one. By uploading a CSV file, you can personalize content for hundreds of contacts in just a few minutes. Learn more about personalizing Docs in batches (CSV).
  
  
• A new dedicated user role: the Personalizer. This gives non-creators, such as sales reps, the ability to personalize content and distribute it without having access to change the design of your Doc. That was all for personalization, but we’ve also released other features. Learn more about this user role.
  
  
• Are you using SSO for your Foleon Docs? By combining personalization text properties with your SSO for Foleon Docs setup, you can seamlessly provide personalized content based on the visitor's identity. This makes your Foleon Doc both secure and highly relevant to your audience. Learn more about SSO and personalization. 

Check our video from the personalization launch 👇

Not sure how these different features relate to each other? We've summarized them below:

What to personalize?

• Text personalization — Learn more about personalizing Docs with text properties.
• Page conditions — Learn more about personalizing Docs with page conditions.

Who's your audience?

• Small > One-by-one — Learn more here.
• Large > Personalize in batches (CSV) — Learn more about personalizing Docs in batches (CSV).
• Log in with Single-Sign On (SSO) — Learn more about SSO and personalization.

Who can personalize? 

• Admins and designers user roles — They can create properties and personalize. Learn more about these user roles. 
• Personalizer user role — They can only personalize (not edit any content). Learn more.