Turtl can be combined with Pardot to provide insight into how each individual reader is consuming your content. To do this, you will need to first configure the Pardot integration and then send each reader their own lead capture URL (previously known as PURL - personalized URL) for your content.
1. Ensure Pardot integration is configured for your account
This can be done by following our guide. If you are unsure or need help, please speak to your Customer Success Manager.
2. Create your email in Pardot
Use the standard Pardot email creation tools to design your email as normal.
3. Insert your Turtl Doc link
Pardot has two types of tags available Variable (PML) and Handlebar Merge Fields (HML). Please make sure you apply the one your business is using in the link.
a) PML tag
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]=pardot&lead[id]=%%crm_id%%
For example, the Turtl Doc URL:
https://team.turtl.co/story/turtlexample
Becomes:
https://team.turtl.co/story/turtlexample?lead[store]=pardot&lead[id]=%%crm_id%%
b) HML tag
If an HML tag is being used, replace %%crm_id%% with {{Recipient.ID}}
For example:
https://team.turtl.co/story/turtlexample
Becomes:
https://team.turtl.co/story/turtlexample?lead[store]=pardot&lead[id]={{Recipient.ID}}
4. Send your email as usual
Select your recipients and send from Pardot as usual.
5. Check your Turtl analytics
Once your recipients have started reading your content, they will appear under "Known Readers" within Turtl analytics.