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How to set up a SFMC form for resolving known readers

Learn how to track Salesforce Marketing Cloud contacts in Turtl analytics

Updated yesterday

Notes:

Before proceeding, please ensure you have the following in place:

  • A working Salesforce integration on Turtl.

  • Sync between Salesforce Marketing Cloud (SFMC) and Salesforce CRM.

  • A custom field in Salesforce CRM to store the Turtl Reader ID (instructions below).

Turtl does not currently support a direct integration with Salesforce Marketing Cloud (SFMC). While SFMC can store identifiers, Turtl can only resolve and sync data with Salesforce CRM. For this reason, the Turtl Reader ID needs to be captured via an SFMC form and then stored in Salesforce CRM. This allows Turtl to match reader activity to known leads or contacts using the existing Salesforce CRM integration.

1. Add the Turtl Reader ID custom field to Salesforce CRM

  1. Log in to your Salesforce CRM Sandbox account.

  2. Go to Setup -> Object Manager -> Lead -> Fields & Relationships.

  3. Create a new custom field by clicking “New”.

  4. Select “Text” data type.

  5. Fill out the form:

    1. Set Field Label as “Turtl Reader ID” (or your preferred name).

    2. Set Length to 36.

    3. Set Field Name to “Turtl_SFID” (must be exactly this).

    4. Check the “External ID” checkbox.

    5. Check the “Unique” checkbox.

    6. Click “Next”.

  6. Here is the “Establish field-level security” screen. Make sure to set the field visible for the profile to which the Turtl API user belongs to. Click “Next”.

  7. Here is the “Add to page layouts” screen. This is up to your preferences, but you do not need any checkboxes checked. Click “Save”.

Now you have the custom field added to the Lead object. Please double check that the Turtl API user has Read Access to "Turtl Reader ID" (or whatever was the Field Label) field in Field permissions.

2. Duplicate Lead Handling in Salesforce CRM

To ensure Turtl can still recognize a returning reader (e.g., switching browsers and filling the form again), Salesforce must allow duplicate email leads.

  1. Go to Duplicate Rules in Salesforce.

  2. Find your rule for Lead and ensure:

3. Adjusting the SF Marketing Cloud form

Please add a hidden field to your SF Marketing Cloud form, which gets auto-populated, and it should have a name “ttl_reader_id”. In HTML it should look something like this:

<input type="hidden" id="ttl_reader_id" name="ttl_reader_id" value="">

Please make sure the field syncs to Salesforce CRM Lead.

The form should also have a Turtl embed script, which will enable us to correctly display the form. You should put this somewhere in the <head> element of the form to keep the original styling in your form.:

<script type="text/javascript" src="https://app-static.turtl.co/forms/turtl.forms.salesforce.v1.js"> </script>

4. Create a "Thank you page"

Next, the form submit should redirect the user to a Thank you page, which also has the following Turtl embed script (but slightly different from the earlier one).

<script data-ttl-form-mode="complete" type="text/javascript" src="https://app-static.turtl.co/forms/turtl.forms.salesforce.v1.js"> </script>

5. Add the form to your Turtl Doc

Once configured, the form will capture each reader's Turtl Reader ID and store it in Salesforce CRM. This enables Turtl to retrieve reader-specific data through your Salesforce integration. All that is left is to take the URL of the page and paste it into the forms tab in the Doc settings.

See the article on embedding a third-party lead-capture form for more options.

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