Notes:
CRM integration feature is available on our Professional and Unlimited plans. Please contact support if you want to upgrade your plan.
All Teams within the tenant will have access to the available integrations.
A lead capture URL is a URL containing an anonymized unique contact token that is needed for Turtl to retrieve the reader’s personal data from the CRM.
A lead capture URL is usually sent out by the customer to their contacts via a CRM.
Turtl can be combined with Hubspot to provide insight into how each individual reader is consuming your content. To do this, you will need first to configure the HubSpot integration and then send each reader their own lead capture URL (previously known as PURL - personalized URL) for your content.
1. Ensure HubSpot integration is configured for your account
This can be done by following our guide. If you are unsure or need help, contact support@turtl.co or click the chat icon in the bottom right.
2. Create your email in HubSpot
Use the standard HubSpot email creation tools to create your email as normal.
3. Insert your Turtl Doc link
Highlight the text you wish to hyperlink and click the "Insert link" option. Then, insert your Turtl Doc URL as usual, but add the following to the end of the URL:
?lead[store]=hubspot&lead[id]={{ contact.hs_object_id }}
For example, the Turtl Doc URL:
https://team.turtl.co/story/turtl-times-spring-2018
becomes:
https://team.turtl.co/story/turtl-times-spring-2018?lead[store]=hubspot&lead[id]={{ contact.hs_object_id }}
Tip: Instead of hyperlinking text, you have the option to hyperlink Turtl's animated GIF. You can access the GIF in the share menu under the “Email” tab of your Doc.
To save it, right-click and save the image as a GIF. Then, upload the GIF into Hubspot using the image component. Once inserted, click on the GIF and locate the link section on the left-hand side.
How to use LCURLs with personalization URLs?
Note: The below example presumes the use of our personalization feature. Personalization is available only to customers with this feature enabled. If you’re interested in setting up personalization on your account, reach out to your CSM or contact support@turtl.co.
What if you want to add HubSpot tracking to a personalization URL, or you also want to add UTM codes to the same URL? Just follow the below structure.
The first thing added to the end of your URL needs to start with a "?". Any subsequent additions need to start with a "&".
A personalized URL already has an addition after the normal Doc URL. See the example below.
https://team.turtl.co/story/turtl-times-spring-2018/?pid=61a1124f2aa065410cd511cd
The HubSpot tracking will therefore need to start with a ‘&’ instead. For example:
https://team.turtl.co/story/turtl-times-spring-2018/?pid=61a1124f2aa065410cd511cd&lead[store]=hubspot&lead[id]={{ contact.hs_object_id }}
How to use LCURLs with UTM tags?
Adding UTM tags works in the same way. Say you wanted to add two UTM tags, utm_source=linkedin, and utm_campaign=primary_campaign. Adding them to the non-personalized example above would become:
https://team.turtl.co/story/turtl-times-spring-2018/?lead[store]=hubspot&lead[id]={{
contact.hs_object_id }}&utm_source=linkedin&utm_campaign=primary_campaign
Or, the personalized example from above would become:
https://team.turtl.co/story/turtl-times-spring-2018/?pid=61a1124f2aa065410cd511cd&lead[store]=hubspot&lead[id]={{ contact.hs_object_id }}&utm_source=linkedin&utm_campaign=primary_campaign
You can read more about UTM tags in our article here.
4. Send your email as usual
Select your recipients and send from HubSpot as usual.
5. Check your Turtl analytics
Once your recipients have started reading your content, they will appear under Known Readers within Turtl analytics.
Note: Sending out test emails via HubSpot or using the HubSpot Email Preview tool can result in "no email / unknown" reader data appearing within Turtl analytics. This can be removed if required, just contact the support team via live chat or email support@turtl.co.