One-to-won pages are designed to empower Marketing and Sales teams in their outreach efforts. This capability enables hyper-personalization of pages based on your own 1st party data for contact level, and helps you engage the entire buying group and boost conversions. You can generate one-to-won pages that includes the company name, contact name, job title and more.
You can upload you own CSV contact target list or use our SalesForce integration - We automatically connect to your SalesForce leads, so you can define target contacts and fetch 1st party data for personalization. Our SalesForce integration works the other way too, as Trendemon automatically populates personalized urls for each target contact inside SalesForce. You can then share one-to-won personalized pages in SalesForce email sequences, or send the links to other platforms (SalesLoft, Apollo…) and continue your outreach from there.
Process:
- Create a new contacts target list by navigating to Configure → Audiences & Companies → Contacts Target Lists → Create List:
2. You have 2 options to create a contact target list:
Static contact list:
Upload a CSV file with contact information. Please note that the file must contain an "email" field, and in addition to that you can include any other field you'd like to use for personalization, like inserting first name, job title and more.
Dynamic contact target list (based on Salesforce integration):
Under “Import SalesForce leads based on the following rules” you need to specify which leads you to want to include in the contact list based on your existing SalesForce attributes. For example: all leads with Status = qualified.
On the second step, “Which leads fields to import”, you can select which fields you want to fetch for each lead in the contact list. For example: if you want to include the lead's first name in your one-to-won page, then you need to import that field.
3. This step refers only to the dynamic content target list. If you're using a static contact target list, please continue to step 4.
The next step is to create 2 new string fields inside SalesForce that will be populated by Trendemon with personalized urls:
- Link for the preview url - this url is for the user's preview and you can click on this link to review the personalized page.
- Link for the live url - this is the url you need to send to your contact, and the first pageview to this url will be regarded, tracked and measured as the actual contact. Please make sure not to open this link, as this will affect the accuracy of Trendemon’s tracking and metrics.
The 2 new fields you create on SalesForce must apply to our naming convention and start with "trd_otw". We use this as a precaution so we won't override other SalesForce fields you have.
Here is an example of how we named Trendemon one-to-won fields for our upcoming webinar: “trd_otw_webinar_live_link” and “trd_otw_webinar_preview_link”.
Follow these steps inside SalesForce to create your 2 custom fields:
a. Navigate to Setup (top right corner) → Object Manager → Leads. 
b. Click on Fields & Relationships → New
c. Set “Data Type” to “Text Area”, and click on Next
d. Set “Field Label” according to the naming convention mentioned above (must start with “trd_otw”), copy the same name to “Field Name”.
Make sure to uncheck the “Required” option. You can add description and help text if necessary.
e. Under the “Visible” option you can select which members in your organization will be able to view the new custom field. Click Next
f. Uncheck the Add Field to Layout option, and click Save or Save & New.
g. In order to display the new custom field in the Leads layout page, navigate to Leads → Page Layout. Select the new custom field from the “Fields” section, and drag & drop to place the field under the section you want. Click Save.
** Please note you’ll need to repeat the above process twice since you need to create 2 new custom fields - one for the live link, and one for the preview link.
Best practices on how to manage SalesForce One-To-Won custom fields:
Our recommendations on how to manage custom fields are based on your outreach tactics. Generally speaking, each contact in SalesForce can have multiple custom fields, but each field can hold only one url value at any given time. That’s why it’s important to understand in advance if you want to create multiple custom fields inside SalesForce vs reusing the ones you already created and overriding the previous url with a new one.
- Generating one-to-won pages for a single contact target list - for this use case our recommendation is to create one set of custom fields (preview URL and live URL), and reuse them. The process flow should look something like this: create your first one-to-won page and populate the custom fields → reach out to your contacts with the personalized urls → create your second one-to-won page and populate the same custom fields (Trendemon will replace the old URL with the new one) → reach out to your contacts with the personalized urls → …
- Generating one-to-won pages for overlapping contact target lists - This use case is for when you’re creating different one-to-won pages, each one of them for a different contact target list, and there’s an overlap between the target lists (contacts can be in more than one list). Our recommendation here is to create multiple custom field sets in SalesForce, and direct each one-to-won page to a different custom field. This means each contact will have multiple custom fields, one for each one-to-won page, and you can avoid overriding old urls with new ones.
4. Create a new One-to-Won campaign by navigating to Activate → Sales Enablement → One-to-Won Pages → Create One-to-Won Experience
5. Under the Targeting section - name the campaign and select the contacts list that will serve as the audience for this personalized page. If you're using a dynamic contact target list synced to SalesForce, then you'll also need to select the SalesForce fields created in step #3.
6. In the Customize section, insert the url you want to use for the personalized page, click on load to see a preview of it.
7. Under the section of "modified elements" - click on "add modification" and select the element you want to modify
8. Once you highlight the element you want to modify, you can now select which modification you want to implement - Edit, Remove, Reorder, Insert, Replace.
9. You can modify the element using the options in the side panel: text, background, padding, border and more.
When updating textual elements, you can also use the fields from your contact list as dynamic variables for hyper-personalization on the contact level. For example: you can use the values of first name, company name, job title or any other field you have in your contact target list. the general syntax here is , for example: Trendemon, and more.
10. Once you modified all the elements on the page, you can now navigate to the Publish section. This section displays a summary of your configuration. Click “Save” to generate the personalized urls, or “Save & Update URLs in SalesForce” to push the personalized links into SalesForce.
11. And that’s it!
If you're using a dynamic target list, then your one-to-won personalized urls will be populated automatically in your SalesForce account.
For both dynamic and static contact list - You can explore personalized urls by navigating to Activate → Sales Enablement → One-to-Won, and click on “View Pages”.
You can preview the personalized page by clicking on “Preview Pages”. The “Copy Link” option is for the live url you need to send to your contact, and the first pageview to this url will be regarded, tracked and measured as the actual contact. Please make sure not to open this link, as this will affect the accuracy of Trendemon’s tracking and metrics. You also have an option to download this table to a CSV file.
12. Analyze the performance of your one-to-won pages by navigating to Activate → Analyze → One-to-Won. Explore the different metrics by comparing personalized versions to the default non-personalized versions. Clicking on “Connected Contacts” will direct you to the Journeys screen where you can see full details on the entire website journeys on target contacts.
