Create and personalize an offer

An offer gives visitors a reason to take the next step and a button that takes them there. You can change its wording based on what they've told you, without making a separate offer for every audience.

Pick a real page you'd like people to visit. For example, WorkForge (opens in a new tab) could invite visitors to get in touch (opens in a new tab), with different wording for people working alone and those managing a team.

You'll need project edit access. To personalize the wording, create the question or segment group you'll use first. You can create the offer before the flow that shows it. Your website needs the project snippet before a widget can show the offer there.

Create your offer

1. Open Offers under Convert and choose New offer.
2. Choose Blank.
3. Under Where should the button go?, enter the real page URL you picked.
4. Enter an Offer name for your team.
5. Choose Create offer.

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Convert navigation with Offers highlighted below Forms and WidgetsOriginalOriginal

The editor opens on Content. You'll add the offer to a flow later so visitors can see it.

Write something that works for everyone

1. Set your Headline and add an optional Description.
2. Set Button text to tell people what happens when they choose it.
3. Check Link URL and Open in a new tab.
4. Add an image if your widget theme displays one.

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Offer Content controls for headline, description, button text, destination and imageOriginalOriginal

WorkForge could use Make your next project easier to manage with Talk to us on the button. This default wording should make sense even when you don't know anything about the visitor.

Make the wording fit their answer

1. Select the words or sentence you'd like to personalize.
2. Open the phrase personalization control.
3. Choose the question or segment group that decides the wording.
4. Enter a fallback for people whose answer you don't know.
5. Enter the wording for each answer you'd like to personalize.
6. Choose Save.

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Personalize this phrase dialog with fallback and Work Type answer-specific wordingOriginalOriginal

You need a selected group and a nonempty fallback before you can save. The teal phrase shows the wording for the audience you're previewing. For WorkForge, a team answer could change the headline to Keep everyone clear on the next step.

Review the combinations

1. Use Previous variant and Next variant to see the different combinations.
2. Filter by an answer to check that audience.
3. Check Not known, too.
4. Turn on Highlight personalized text to see which words change.
5. Choose Clear to remove the preview filters.

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Offer preview with the variant selector and Work Type and Primary Goal filters highlightedOriginalOriginal

These versions follow people's answers. They aren't randomly assigned A/B test variations. The offer content reference covers combination counts, personalized images, copying offers, and managing shared offers.

Put it in a flow and try it

1. Add an offer node to your flow and choose the offer you've created.
2. Check that the offer and widget are enabled.
3. Choose Preview on your site in the bottom bar. Your draft opens on your real website with the debugger docked at the bottom.
4. Follow the full path to the offer in its widget. Check each audience, including someone with no known answer.

A preview filter changes what you see in the editor, not a visitor's real answers. Follow testing your changes to check what puts visitors in each audience.

Once you're happy with it, publish your changes. Visit your normal website and follow the offer's link.

When visitors see the right wording and reach the page you intended, your offer is working. Next, see how often people choose it.