2 ways CRM

Personalize your popups with Picreel’s “Two ways connection”

People are bombarded with different content all the time in the web. But most of it is off target.


Because often that content is irrelevant to people who view it. In a matter of seconds, your web visitors decide if your content "speaks" to them.

So how do you target your content better?

How do you tailor your messages and make them more engaging?


Here's one thing that can help you. With the new Picreel feature, you can use your database data to personalize popups. Now you can not only send data to your database, but also get data from your database and display it on your popups. Add names, personal discounts, or even recently purchased products to your messages on Picreel popups.

It’s a “Two way connection”! You collect emails, names, and other data with the help of Picreel popups. This data lands in your database. And – boom! – you can now use your data to personalize your messages and target customers better.


How “Two way connections” works

You can send an email to your list of customers with personalized links to see a popup.

When customers click on the link, they can be redirected to any URL where you set your Picreel campaign. And they see personalized popups (e.g. with their names, recently purchased products, custom discounts, and any other unique data you store in a CRM/database).

I’m using Infusionsoft as an example below.

When you’re sending a new email to a list of your customers, there’s an option to merge fields from your CRM. These are fields that can also appear on your popup!

Let’s see how can you add these fields to your URL and your popup.


How do you customize a link with CRM fields?

1.     Go to your Picreel design that you want to personalize. Just find your Picreel campaign in your account and hit Design next to it.

2.     Think about what you want to personalize. In this example, I’m using NAME and PRODUCT to personalize a popup. So I use {{name}}, and {{product}} when I type in the text in the popup. It can be anything, but in {{ }}. Hit Save when you’re done.

3.     Now go to your database or a CRM where you send an email to your list of customers. Paste link to your site (or where Picreel campaign is set to trigger) in the email. For example, https://www.mysite.com.

At the end of the URL add “/?prl_name=name of the field in your CRM”. Infusionsoft uses ~Contact.FirstName~ as a name field. So I make it https://www.mysite.com/?prl_name=~Contact.FirstName~


4.     If you use more than one field to personalize (like I do in this example), add & sign at the end of the new custom URL and repeat the same thing for another field. For example, https://www.mysite.com/?prl_name=~Contact.FirstName~&prl_product=~Contact._Plan~


Because Infusionsoft uses ~Contact._Plan~ as a field name for my products. And Infusionsoft populates it automatically with products that my customers purchase.


5.     Now you have a link that you can add to your email template and send out to your list of customers.

6.     Let’s assume that there’s a customer in my list. He subscribed to a Plus plan a month ago.


He’ll find my email in his inbox. He’ll click on the link leading him to my created URL. And this is what we’ll see:

Use cases

Who doesn’t want to feel special?

With the new “Two way connection” you can display custom discount offers. Leads, prospects, actively engaged users, the most loyal customers – it’s good to treat them differently. Why not to start with a custom discount?

Get your customers unique offers. It makes them feel as a part of exclusive club! And they’ll love it.

Interested in hearing more use cases for the “Two way connection”?

Past purchasing behavior is another way to target your popups based on a specific preferences and tasted of your customers. One of the best ways to predict what your customers will buy in the future is to look back what they bought in the past.

So use your data about spending history of your customers!

Here’s how you can do that. Target your customers with a popup saying “Hey, Kevin. Last week you purchased a new DVD player. Buy 2 DVDs now and get 1 FREE!”

Simple and effective!