Enhancing Your Funnel Pages with Personalization

Understanding Personalization in Your CRM

Personalization in Your CRM refers to the ability to tailor digital content to the individual preferences, behaviors, or characteristics of your contacts. This can significantly enhance the user experience, making your communications feel more personal and relevant.

Implementing Personalization on Funnel Pages

To get started with personalization on your funnel pages, follow these simple steps:

• Navigate to the Funnels section in your CRM by clicking on the “Sites” menu on the left sidebar.

• Create a new funnel from scratch or using an existing template. If you already have a funnel you would like to personalize, open the funnel editor by clicking the name of the funnel.

• Add sections, rows, columns, and various elements in an intentional order. You may reference other funnels for inspiration.

Personalizing Text Fields

• Double-click in a text box field. A horizontal panel will appear with options to bold, underline, hyperlink, and add "Custom Values" within the element.

• Choose the type of personalization you wish to apply, such as adding the first name custom value.

Styling and Saving

• Ensure the personalized text matches the style of the rest of your page for consistency.

• Save your changes to apply the personalization.

Practical Example

Imagine you have a funnel page designed to thank users after they book a call. By personalizing the page, you can greet them by name, e.g., "Thanks for booking, [Name]". This small touch can significantly enhance the user's experience, making them feel valued and recognized.

Testing and Troubleshooting

• After implementing personalization, always test the funnel by submitting a form or completing the action required to reach the personalized page.

• Use dummy information to simulate a user's journey and ensure the personalization appears correctly.

• If the personalization does not display as expected, ensure that you have saved and published the page and the personalization is set to be visible on the device it is being tested on.

Q: Can I personalize pages with information other than the contact's name?

• A: Yes, the CRM allows for various custom values to be used for personalization, including but not limited to email, phone number, and custom fields.

Conclusion

Hey there! Thanks for sticking with us through this guide. We've learned a lot about making your CRM funnel pages way cooler by adding a personal touch. Personalization means changing up your digital content so it feels like it's made just for the person seeing it. This can make your customers feel special and more connected to you.

Here's a quick recap: Start by building a funnel or locating your existing funnel in your CRM, then pick what you want to change, like adding a custom value to show someone's first name. Next, pop that personalization into your funnel pages in the section you think is best for it to go. Don't forget to make it look good and save your changes! We even talked about how to check your work to make sure everything looks perfect to your customers.

And remember, you can personalize with more than just names; you can use email addresses, phone numbers, and other stuff too. If something doesn't look right, double-check your work for mistakes or missing info.

Thanks a bunch for learning with us! Personalizing your CRM funnel pages is a great way to make your customers feel awesome and help your business stand out. Keep experimenting with different personal touches to see what makes your audience happiest. Catch you later!