You can replace Turtl's native lead capture form with a Salesforce form. With some additional configuration in Salesforce, Turtl can also recognize the reader who submits the form, so their reading activity is attributed to them in your analytics rather than showing as "Unknown". This article takes you through each step.
Note: To identify readers who submit your Salesforce form, you need a working Salesforce integration and the reader ID field described in step 1. Without these, submissions are still captured in Salesforce, but readers will display as "Unknown" in the "Contacts" section of your Turtl Analytics Dashboard.
1. Add the Turtl reader ID field in Salesforce
For Turtl to recognize the reader who submits your form, Salesforce needs somewhere to store that reader's Turtl ID. You do this by adding a custom field to the Lead object.
In Salesforce, go to "Setup" and navigate to "Object Manager" > "Lead" > "Fields & Relationships".
Click "New".
Select the "Text" data type and click "Next".
Complete the field details:
"Field Label": enter "Turtl Reader ID", or a name of your choosing.
"Length": enter 36.
"Field Name": enter
Turtl_SFID. This must be entered exactly as shown."External ID": check this box.
"Unique": check this box.
Click "Next".
On the "Establish field-level security" screen, make the field visible to the profile that your Turtl API user belongs to, then click "Next".
On the "Add to page layouts" screen, no checkboxes need to be selected. Click "Save".
Notes:
The "Field Name" must be exactly
Turtl_SFID. Turtl uses this to locate and populate the field, so the reader will not be identified if it differs. The "Field Label" can be anything you like.After saving, check that your Turtl API user has read access to the field under "Field permissions".
2. Allow duplicate leads in Salesforce
By default, Salesforce prevents a new lead from being created when it matches an existing one, usually on email address. This affects reader identification: if a reader submits your form a second time from a different browser or device, or after clearing their cookies, Turtl treats them as a new reader. If Salesforce blocks the new lead, the new reader ID is never stored and Turtl cannot recognize them.
To allow returning readers to be identified:
In Salesforce, go to "Duplicate Rules".
Open the rule that applies to the Lead object.
Set "Action On Create" to "Allow".
Uncheck "Alert".
Save your changes.
Notes:
Salesforce does not report a blocked submission back to Turtl, so there is no error or warning to tell you it has happened. The reader simply continues to display as "Unknown".
These are Salesforce settings that affect how your organization manages duplicate records, not just Turtl. Please check with your Salesforce administrator before changing them.
3. Create your form
Begin by creating a new Web-to-Lead form in Salesforce as follows. In "Setup", navigate to "Feature Settings" > "Marketing" > "Web-to-Lead" and click the "Create Web-to-Lead Form" button:
On the next page, set the fields you wish to capture and enter the below into the "Return URL" field:
Make sure your "Turtl Reader ID" custom field is included in the fields you select. Turtl populates this field automatically when the form loads.
Then click the "Generate" button. You will be presented with a form script as below:
4. Embed your form
4.1 You can insert the form script from the previous step into our Lead form generator and download the HTML file:
As well as styling your form for display in Turtl, the generator hides your "Turtl Reader ID" field and prepares it to be populated with each reader's ID. You do not need to edit the form HTML yourself.
4.2 Upload your HTML file to your server to obtain a URL link.
The URL to this file will look something like this:
Note: If you're unsure about steps 4.1 or 4.2, please contact support@turtl.co and provide the generated HTML from the lead form generator.
5. Tell Turtl where to use your form
You can use the URL from step 4.2 to insert it into Turtl as described here.
Note: If this is the first time your company has added a form to Turtl it will not have styling applied. Please contact your Customer Success Manager or support@turtl.co once your form has been added to a Turtl Doc and we will be able to get it styled for you.