Note: This feature is available on our Grow or Scale plans. Please contact support if you want to upgrade your plan.
In Turtl, you can then collect analytics for individual contacts, including the Docs they read, how long they spend in each section, and more.
To see known contacts and collect individual analytics you need to do one of the following things below:
1. Enable a native Turtl signup form on your Turtl Docs
The native Turtl form collects the names and email addresses of contacts. When a reader fills in this form, the information is then automatically stored in Turtl and will display the reader under the “known contacts” section of the dashboard. The native Turtl form can be enabled on your Chapters and the Back cover of your Turtl Docs. See more information on how to enable the Turtl form here.
2. Integrate Turtl with your CRM
Note: CRM integration feature is available on our Grow and Scale plans. Please contact support if you want to upgrade your plan.
Contact information is stored in your CRM. To display the name and email address of your contacts in your Turtl analytics dashboards, you'll need to let Turtl connect with your CRM.
We currently support integrations for Pardot, Marketo Rest, Hubspot, Salesforce, Eloqua, Dotdigital, Act-On, and Microsoft Dynamics.
Once your CRM is connected, we'll be able to show your known contacts in Turtl, but we still need to know which read is associated with which contact in your CRM. To identify a contact to Turtl, you either need to send a lead capture URL to your contact or add a custom form to your content.
Lead capture URLs
A lead capture URL is a link to your content with a unique identifier, allowing Turtl to match our contact ID (a pseudonymized string of letters and numbers) with a contact in your CRM. Lead capture URLs can be sent to your existing CRM contacts. Each CRM has a different way of sending lead capture URLs. You can find instructions for your particular CRM in our integrations section.
Custom forms
If you are looking to collect new contacts and view their reading behavior in Turtl, you will need to add a custom form. When a contact fills out a form, their information, along with the contact ID, is sent to your CRM and is either added to an existing contact or used to create a new contact. Turtl can then use the contact ID to display the reader information in analytics.
You will need to create a form in your CRM and then add it to Turtl. You can find instructions for your CRM in our integrations section.
Intent Signal Matching
If you have already identified your contact on other websites or apps, we can recognize that and request the contact’s data from the CRM. If the contact exists in the CRM, Turtl can display their information in Turtl analytics.
Intent Signal Matching is currently available for HubSpot, Marketo, and Pardot.
To enable Intent Signal Matching, please activate the tracking code feature in the Turtl CRM integration settings.
Notes:
A CNAME is recommended for reliable Intent Signal Matching tracking. Most modern CRMs (like HubSpot, Marketo, and Pardot) now use first-party cookies by default to ensure reliability. These cookies are strictly locked to your website's domain for security. Because Turtl sits on a different domain (turtl.co), your CRM locks us out, and we cannot identify your contacts. A CNAME brings Turtl onto your domain. This unlocks access to that CRM cookie, allowing us to identify your contacts instantly.
Contacts who decline cookies or use ad blockers may not be identified.
You can continue using LCURLs alongside Intent Signal Matching - LCURLs remain the more robust identification method, so you may want to run both while testing the new feature.
Once we have identified a known contact through a signup form or a lead capture URL, we will be able to collect known contact analytics across other Turtl Docs they read too, even if they don’t fill in another form. However, if the contact clears their browser cookies, we won’t be able to track known contact analytics until they complete a new signup form or open a new lead capture URL sent from your CRM.
3. Make your Turtl Doc accessible to specific people only
Note: In order to capture individual contact analytics for Docs that are accessible to Specific People Only, you must make sure your team's privacy policy is set in Turtl.
You can restrict access to your Turtl Docs to specific email addresses or email domains. With this setting, contacts will be presented with an access screen requiring them to enter their email address in order to read the Doc. Known contact analytics will then be available for contacts who access these Docs.
Now your contacts will be able to accept the privacy terms and pull through as known contacts in the Doc dashboard.
4. Make your Turtl Doc accessible by SSO
Another way to restrict access to your Turtl Docs is with the setting Anyone at My Company, which will require you to sign in via your company's SSO in order to access the Doc. Once the contact has logged into the SSO and navigates the Doc, they will be displayed in the Known Contacts section of your Dashboard and have 'Authentication' under the Source column.
For more information, check out these Frequently Asked Questions regarding analytics in Turtl.