Note: CRM integration feature is available on our Professional and Unlimited plans. Please contact support if you want to upgrade your plan.
Turtl can be combined with Marketo to provide insight into how each individual reader is consuming your content. To do this, you will need to first configure the Marketo integration and then send each reader their own lead capture URL (previously known as PURL - personalized URL) for your content.
1. Ensure Marketo integration is configured for your account
If you are unsure, please speak to your Customer Success Manager who will guide you through the setup process.
You will need to provide REST authentication details (Client ID, Client Secret, Endpoint, and Identity) which can be found by following Marketo's guide.
2. Create your email in Marketo
Use the standard Marketo email creation tools to create your email.
3. Insert your Turtl Doc link
When you come to add a link to your Turtl Doc, click the link option and insert your Doc URL as usual, but add the following to the end of the URL:
?lead[store]=marketo&lead[id]={{lead.id}}
For example, the Turtl Doc URL:
https://team.turtl.co/story/content-psychology-101/
becomes:
https://team.turtl.co/story/content-psychology-101?lead[store]=marketo&lead[id]={{lead.id}}
4. Send your email as usual
Select your recipients and send the email from Marketo.
5. Check your Turtl analytics
Once your recipients have started reading your content, they will appear under Known Readers within Turtl analytics.