Notes:
CRM integration feature is available on our Professional and Unlimited plans. Please contact support if you want to upgrade your plan.
All Teams within the tenant will have access to the available integrations.
Setting up your Dotdigital integration allows you to share data between Dotdigital and Turtl to access individual reader insights via the reader dashboard. This guide outlines the steps for setup.
1. Tell us to enable the integration
Contact Customer Support at support@turtl.co or your Customer Success Manager to get the integration enabled on your accounts.
2. Authorize the integration
Once it's enabled, you'll be able to see an integrations tab if you are an Admin:
In the Dotdigital tab, you'll need to add a label for your integration and enter your API user credentials and endpoint. Follow these Dotdigital instructions to set up your API user. Don't forget to click "Save" when you're done.
Your API endpoint will be signposted in Dotdigital as below:
3. Start tracking leads from forms and lead capture URLs
You'll now be able to review the individual reading journeys of anyone who fills in a Dotdigital form within Turtl or opens a lead capture URL sent from Dotdigital.
Read our guides below to learn more about these features:
How to get individualized analytics
Embedding a Dotdigital form
Emailing lead capture URLs with Dotdigital
Add an additional Dotdigital integration
If you need to add another Dotdigital integration just click Add an additional Dotdigital integration and follow the instructions in Step 2.
Note: Any additional integration will need to be applied to a specific workspace or Doc by our Turtl's technical support team. Contact your CSM or support@turtl.co for more information.