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Set up dynamic personalization in your Turtl content

Learn how to use dynamic personalization in Turtl to tailor content automatically for your audience.

Updated today

Dynamic personalization lets you tailor content for anonymous contacts without requiring a personalization form fill.

Using intent data from providers like 6sense or Demandbase, Turtl can identify the visitor’s company and automatically adapt your content to match their context.


Why use dynamic personalization?

Many B2B marketers face a relevance gap at the top of the funnel. High-value accounts visit your content, but because they’re anonymous, they see generic messaging.

Dynamic personalization solves this by:

  • Delivering relevant content from the first visit

  • Turning anonymous traffic into meaningful engagement

  • Removing the need for forms or manual personalization

  • Scaling ABM efforts without added operational work

How it works

Dynamic personalization follows four steps:

1. Connect: Link your intent data provider or use available account identification credits.

2. Identify: With reverse IP lookup, we can get contacts company firmographic data.

3. Personalize: Content updates in real time using company data.

4. Analyze: Engagement is tracked at the account level in Turtl Analytics.

Note: Dynamic personalization is available on all plans.

  • On lower-tier plans, usage may be limited by available credits

  • On Grow and Scale plans, you can connect your own intent data provider, such as 6sense or Demandbase, and use your own tokens

If your plan includes Turtl-provided credits, you can start using dynamic personalization straight away, no integration required.


Step 1: Prepare your personalization form

Before preparing your personalization form, we recommend that you fully finish creating your Turtl content.

Click "Personalization" in the editor. You’ll have two options:

  • Start manually → traditional personalization setup

  • Use external data (dynamic personalization) → recommended

Select "Personalize with external data" to enable dynamic personalization.

Choose your provider:

  • Demandbase (may be available by default depending on plan)

  • 6sense (requires integration)

If not connected, you’ll be prompted to integrate.

Once a provider is selected, add personalization fields.

Choose from available attributes (based on your provider), such as:

  • Account name

  • Domain

  • Industry

Optional: add built-in fields like:

  • Logo

  • Homepage

These fields define what data Turtl will use to personalize your content.


Step 2: Insert tokens into your content

For a general overview of how to insert personalization tokens into your content, see the article: How to set up a Doc for personalization.

Add personalization tokens where you want dynamic content to appear.

Example:

  • Replace text with account name

  • Insert logos or industry references

This works the same way as standard personalization.

Set smart defaults (important)

Not every visitor can be identified. To avoid broken or awkward experiences, set smart defaults for each field.

Example:

  • Account name → "you"

  • Industry → "your industry"

If identification fails, visitors will see the default version of your content.


Step 3: Publish with dynamic personalization enabled

For a general overview of how to publish your content, see the article: Publishing your Turtl Doc.

When you publish your Doc:

  • Dynamic personalization will be automatically selected if configured

  • Click Save & publish

Your Doc is now ready.


What your audience will see

  • Identified visitors (e.g. from Spotify) will see:

    • Their company name

    • Relevant industry messaging

    • Logos and tailored content

  • Anonymous or unrecognized visitors will see:

    • Your default (non-personalized) version

Note:

  • ✅ Works for anonymous visitors (no form required)

  • ✅ Uses account-level data (not individual contacts/readers)

  • ✅ Scales automatically once set up

  • 🚫 Doesn’t identify specific people

  • 🚫 Not every visitor can be identified, as success rates depend on the data provider and network conditions. Setting smart defaults ensures your content still reads well for all audiences.

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