Notes:
Setting up a Pardot integration will allow you to share data between Pardot and Turtl, as well as access individual reader insights via the known reader dashboard. In this dashboard, your leads will appear in the "Known Readers" section.
Your embedded form will still work without this integration, however your leads will only be located in Pardot. You can read more about Individual Reader Analytics here.
Turtl supports embedding Pardot forms in place of the native Turtl lead capture form. Turtl just needs to have a little snippet of code embedding in your form and be told which form you wish to use.
This guide shows you what to do.
Your embedded form will still work without this integration, however your leads will only be located in Pardot.
1. Find your Pardot cookie name
Turtl uses Pardot cookies to help manage forms. It, therefore, needs to know the name of the cookie Pardot is using for your instance. This is a little bit tricky to find, but the steps below will guide you through.
First, take any Pardot form you have created previously and find the "View Online" link:
Copy this link and open it in an Incognito window in your browser. Doing this ensures that you will only see cookies that have been set by the form and no others.
Submit your form.
Open your browser's development tools and look at the cookies that have been set. You should see one called something like visitorid_XXXXXX :
Make a note of the name of this cookie – you will need to use it in the following steps.
Note: If you are unable to locate a cookie you may skip these steps as this is not mandatory for the form to appear.
2. Create your form and insert the Turtl script
Create your form as usual. When you get to the Look and Feel step, click the "Code" button to bring up the code editor:
Now paste in the following, replacing PARDOT_COOKIE_NAME with the cookie name you noted down previously:
<script data-ttl-form-mode="embed" data-ttl-form-pardot-cookie-name="PARDOT_COOKIE_NAME" type="text/javascript" src="https://app-static.turtl.co/forms/turtl.forms.pardot.v1.js"></script>
Your screen should look something like this:
3. Set the "thank you" code
When you get to the "Completion Actions" step of the form creation wizard, click on the "Thank You Code" tab. Paste in the following, again replacing PARDOT_COOKIE_NAME with the cookie name you noted down previously:
<script data-ttl-form-mode="complete" data-ttl-form-pardot-cookie-name="PARDOT_COOKIE_NAME" type="text/javascript" src="https://app-static.turtl.co/forms/turtl.forms.pardot.v1.js"></script>
Your screen should look something like this:
Finish making your edits and save your form as usual.
4. Grab the form link
Back on the overview page for your form, copy the "View online" link for your form:
5. Tell Turtl about your form
Navigate to the main Docs listing page and choose "Settings" for the Doc you wish to use the form on:
On the Settings page, choose the "Forms" tab:
Paste in the URL you copied in Step 4 above.
There are three form URLs you can specify:
Default form URL - This URL will be used for both Content pages and Back cover forms unless the back cover form URL is also set.
Cover form URL - This URL can be used to add a form on the very first surf page of your content. Readers will not be able to read or navigate past the first page without entering their details.
Back cover form URL - This can be used to set a different form for the back cover. If this is left blank, the form set as Form URL will be used on the back cover.
Note: if you are unable to locate the cookie from Step 1, we do support a fallback solution with different Turtl scripts to ensure the form will work successfully.
Instead of adding the Turtl scripts from steps 2 and 3 that include the cookie name, please use the following:
Embed to the form:
<script data-ttl-form-mode="embed" type="text/javascript" src="https://app-static.turtl.co/forms/turtl.forms.pardot.v1.js"></script>
Embed to form confirmation page:
<script data-ttl-form-mode="complete" type="text/javascript" src="https://app-static.turtl.co/forms/turtl.forms.pardot.v1.js"></script>
Note: If this is the first time your company has added a form to Turtl it will not have styling applied. Please contact Customer Support once your form has been added to a Doc and we will be able to get it styled for you.