Let readers personalize their content and collect high quality data

Give readers a more interactive and personalized content experience while capturing lead data in the background to power demand generation and sales follow-up.

This playbook is designed to spark ideas and provide the practical details you need to understand how a campaign will play out - what’s supported, how it functions, and what to plan for. Pick the steps that fit your objectives, and mix or adapt approaches from other playbooks to create campaigns that suit your goals and tech stack.

This diagram presents a high-level overview of the playbook, illustrating each step and the integrations supported along the way. The article then explores each step in more detail.

Start by creating your content in Turtl using Hatch AI to speed up production and sharpen your messaging. Many teams use this approach to build personalised guides in a quiz or assessment format - such as “Is your marketing stack optimised?” - designed to adapt based on each reader’s input.

Readers personalise their own experience by answering a short series of questions. In exchange for receiving their tailored results or guide, they complete a form that captures their contact details. This creates a clear value exchange: readers get relevant, customised content, and you generate qualified leads based on their responses.

Supported Integrations

Once you’ve defined how readers will personalise their experience, prepare your content accordingly. Use personalization tokens to replace generic text and images with targeted content, and apply page rules to control which chapters or pages appear based on each reader’s selections. Then build your personalization form, setting up the fields and logic that power both the tokens and page rules.

Next, create a matching lead-capture form in your CRM to store the data you want to track (maybe name, email or company for example), and connect it to your Turtl personalization form. Any information readers submit will flow directly into your CRM, just as if they’d completed the form there.

Share your content widely across your website, social channels, and any other top-of-funnel routes to maximize visibility. Turtl provides ready-made share assets and supports UTM tracking so you can measure which channels are performing best.

As readers engage, they’ll complete the personalization form you set up in Step 2 and instantly receive a refined version of the content based on their answers. When they submit the form, their details are automatically added to your CRM as a new contact.

Once readers engage with your content, Turtl captures their activity in your analytics dashboards.

As more readers engage with your content, the analytics dashboards help you understand what’s resonating and what needs attention. The analytics give you fast, practical signals for optimization, and the built-in AI chatbot helps you transform that data into clear recommendations you can act on to improve future performance and maximize ROI.

Key data points to watch:

Supported Integrations

At this point, your personalized content is generating intent you can act on.

By syncing detailed Turtl engagement and interaction data into your existing platforms, you make that insight available where teams already work, so it can inform prioritisation, outreach, and targeting without manual effort.

Turtl supports syncing intent data into platforms such as HubSpot, Marketo, Pardot, Demandbase, and 6sense. Exactly what can be synced depends on the specific platform.

Supported Integrations

As contacts move through your buyer journey and get linked to opportunities or deals in your CRM, use Turtl’s Revenue Dashboard to see how their content engagement contributes to pipeline and revenue. Hatch AI helps you dig into the data, showing which content is driving momentum, surfacing patterns behind successful deals, and helping you repeat what’s working so you can maximize ROI.