Notes:
To use 6sense data for batch personalization, you need:
Access to Integrations (available on Grow AI and Scale AI plans) only if you are using the 6sense integration to generate a batch directly.
The Personalization add-on (which is included in Grow AI and Scale AI plans). Please contact support if you want to upgrade your plan.
A 6sense account with access to the required account fields.
(Optional) Access to the 6sense Enrichment API to enable segment-based batch generation.
Overview
This article explains how to use 6sense account and intent data to generate batches of personalized content in Turtl. By combining 6sense insights with Turtl’s batch personalization feature, you can create highly relevant, account-based content at scale, ideal for ABM campaigns driven by buying stage and intent signals.
You can power batch personalization in Turtl using 6sense data in two ways:
By using the 6sense integration to generate a batch directly from a 6sense segment.
By exporting data from 6sense as a CSV and uploading it to Turtl.
Both methods use the same personalization form setup in Turtl.
How batch personalization with 6sense works
Batch personalization allows you to generate multiple versions of a single Turtl Doc, where each version is personalized for a specific account.
When using 6sense:
Each account represents one personalized Doc.
6sense fields (for example, account name, industry, buying stage, or intent topics) are mapped to personalization fields in Turtl.
Turtl generates a batch of personalized Doc using that data.
Step 1: Prepare your personalization form
Before creating a batch, you must prepare a personalization form in Turtl.
For a general overview of how to set up a document for personalization, see the article: How to set up a Doc for personalization.
For the purposes of generating a batch using 6sense data, follow the steps below.
When you open the personalization editor, you’ll see a panel on the left-hand side where you can choose a ready-made template from one of our integrations below. From this panel, select 6sense.
Choosing the 6sense integration opens a window with the option to start with contact fields from 6sense. This allows you to automatically populate your personalization form with commonly used account-level fields, including:
Account name
Domain
Country
Industry
These fields are automatically set up with personalization tokens that match the corresponding data points in 6sense. This ensures the correct data is applied to each field and significantly speeds up the mapping process when you generate your batch later.
Select Add to form to automatically create the personalization fields and corresponding tokens.
These fields can then be used to generate a batch of personalized Docs using 6sense data, either directly via the integration or through a CSV upload. Once your personalization form is ready, publish your Doc to continue.
Step 2: Choose how to bring 6sense data into Turtl
Option A: Generate a batch using the 6sense integration
This option allows you to create a batch of personalized Docs by selecting a 6sense segment directly in Turtl.
Use this option if:
You have access to the 6sense Enrichment API.
You want to avoid manual CSV exports.
High-level process:
Open a personalization-ready Turtl Doc.
Select the three-dot menu in the top-right corner and choose Batch personalization.
When prompted to choose a data source, select 6sense.
Choose your 6sense segment from the dropdown and continue.
Map your personalization tokens.
You’ll see a mapping table that includes:Your personalization tokens
Available 6sense fields
An Example value column
Each row must display a green check mark in the "Example value" column to continue. If a row does not have a green check mark, use the dropdown to manually select the correct 6sense field for that token.
6. Name your batch, accept the terms, and select Finish.
Turtl will begin creating your batch of personalized Docs using data from the selected 6sense segment.
Option B: Export data from 6sense and generate a batch via CSV
This option allows you to generate a batch of personalized Turtl Docs by uploading a CSV file, such as one exported from 6sense.
Use this option if:
You don’t have the required 6sense API access.
You want more control over data cleansing or enrichment.
You’re already using CSV-based batch workflows.
Exporting data from 6sense
In 6sense:
Create or open an account list or segment.
Export the account data as a CSV.
Ensure each row represents one account.
Preparing your CSV
Before uploading to Turtl:
Ensure column headers match (or closely align with) your personalization field names.
Include only the fields you plan to personalize.
Remove empty or inconsistent values where possible.
Tip: If your personalization form uses fields that mirror 6sense attributes, the mapping process during CSV upload will be faster and more accurate.
High-level process
Open a personalization-ready Turtl Doc.
Select the three-dot menu in the top-right corner and choose Batch personalization.
When prompted to choose a data source, select CSV.
Choose how you want to provide your CSV:
Download a template CSV with all personalization tokens already set up as column headers, or
Continue if you already have a CSV exported from 6sense.
Proceed to the mapping step.
You’ll see the same mapping table as in Option A, including:Your personalization tokens
CSV column headers
An Example value column
Each row must show a green check mark in the "Example value" column to continue. If a row does not have a green check mark, manually map the correct CSV column to the corresponding personalization token.
6. Name your batch, accept the terms, and select Finish.
Turtl will begin creating your batch of personalized Docs using the data from your uploaded CSV.
Step 3: Review and generate your batch
After Turtl is done creating your batch, you should:
Preview a sample Doc to confirm personalization is working as expected
Check for missing or incorrect data
Continue with sharing your batch
#personalisation #personalise #6sense
The personalization engine is protected by US patents.