Turtl can be combined with Salesforce Marketing Cloud to provide insight into how each individual reader is consuming your content. To do this, you will need to first configure the Salesforce integration and then send each reader their own lead capture URL (previously known as PURL - personalized URL) for your content.
1. Setting up the Salesforce integration
Follow our steps here to set up your Salesforce integration.
Marketing Cloud sends will pass reader identifiers into Turtl, which then map to the corresponding Contact or Lead in Salesforce via your active integration.
2. Create your email in Marketing Cloud
In Marketing Cloud, build your email as usual in Email Studio or Content Builder.
3. Insert Turtl link with a Lead Capture URL
When inserting a link in your email, add the following to the end of the Turtl URL:
?lead[store]=salesforce&lead[id]=%%_subscriberkey%%
For example:
https://team.turtl.co/story/example
would become:
https://team.turtl.co/story/example?lead[store]=salesforce&lead[id]=%%_subscriberkey%%
This uses Marketing Cloud's AMPscript personalization string %%_subscriberkey%%, which resolves at send time to the unique SubscriberKey for each recipient.
If your SubscriberKey is set to the Salesforce Contact or Lead ID (the most common setup for customers using Marketing Cloud Connect), this will pass the correct CRM ID into Turtl automatically.
Using a different identifier
If your SubscriberKey is not the Salesforce Contact/Lead ID, you can use any AMPscript-accessible field from your Data Extension.
For example, if your sending Data Extension has a column called ContactID:
https://team.turtl.co/story/example?lead[store]=salesforce&lead[id]=%%ContactID%%
Or using AMPscript inline:
https://team.turtl.co/story/example?lead[store]=salesforce&lead[id]=%%=v(@contactId)=%%
The value passed must match the ID format expected by your Salesforce integration in Turtl.
Note: Marketing Cloud automatically wraps links for click tracking. Lead capture URLs continue to work correctly through link wrapping, the redirect preserves all query parameters, so Turtl will still receive the lead[store] and lead[id] values when the reader clicks through.
If you are using Conversational Bursts or any feature that requires the original URL to remain unwrapped, you can disable click tracking on individual links via the link properties panel in Content Builder, or globally via the send settings.
Combining with UTM parameters
Pay attention to the structure of the URL if you're using lead capture URLs in combination with UTM parameters. Start query parameters with a ? character. Separate each additional parameter with a & character.
Example:
https://team.turtl.co/story/turtlexample/page/1?lead[store]=salesforce&lead[id]=%%_subscriberkey%%&utm_source=source&utm_medium=medium&utm_content=content
This can be used for text or image links and updates the URL so that Turtl can track reading activity against the individual.
4. Send your email as usual
Select your recipients and send from Marketing Cloud as usual. We recommend testing with a smaller batch first, maybe just internally to confirm the URLs are correctly set up and that when clicking through, your CRM contacts show up in Turtl analytics as Known contacts.
5. Check your Turtl analytics
Once your recipients have started reading your content, they will appear as Known Contacts within Turtl analytics.