Note: This feature is available if you have purchased the Personalization module and are on a Professional or Unlimited plan.
You can set up your Title and Content page images and videos to be personalized. This means that users can change the imagery in your Doc by using the personalization form. This can be a very powerful way to make your Turtl Docs more unique and make your readers feel valued and engaged.
Let’s look at some possible use cases for image and video personalization:
Sales teams can use images or videos to introduce themselves to potential customers so they can make quicker sales and close more deals.
Product marketing teams can easily deliver content tailored to different use cases.
Onboarding teams can introduce new employees to their teams and even add a personalized video to talk them through the company and team goals.
There are also so many other possibilities and benefits. Let’s take a look at how to personalize images and videos in your Turtl Docs.
Personalizing images
Step 1: Adding tokens to your image
For Title page images, hover over your image in the "Background" section of the toolbar on the left and click the personalization icon. Here you can add a new personalization token or select from any existing tokens. Add your token and click "confirm".
To add tokens to Content page images, hover over your image and click on the personalization icon in the toolbar above.
Step 2: Build your form
Navigate to the personalization tab to build your form. Here you can add a field and select the token you’ve just created on the Title or Content page image. If you want the personalizer to be able to add a "URL" to replace the current image add the "Single line" field to your form. However, if you want them to "upload an image" from their computer, add the "File upload" field.
Notes:
The file upload field is not to be used when creating a public personalization form, as this would cause a security risk.
Please make sure you place an image file on your cover. The file upload will not work if you have a video on your cover.
Step 3: Test it out
Make sure to create a test personalization from your Master Doc to check it is set up correctly.
Personalizing Content page videos
Personalizing Content page videos using the video widget is currently only available using Vidyard. See our article here on how to Embed videos using Vidyard. Personalizing your video widget works in the same way as adding to the Content page images above.
When creating your personalization form add the "Single line" field and select the token you’ve created for your video widget.
Make sure to create a test personalization by pasting in a Vidyard video URL into your personalization form and see your video update.
Personalizing cover videos
You can add personalized videos via Vidyard, Bombomb, or Video personalization fields that will appear on the cover of your Doc, "layered over" an existing background cover image or video.
Note: It is not possible to personalize the background cover video.
You don't need to add any tokens to your Doc to do this, you just add the Vidyard or Bombomb fields to your personalization form.
Notes:
The Vidyard, Bombbomb, and video personalization fields are not to be used when creating a public personalization form, as this would cause a security risk.
By default, the videos will have a default placement on the cover of your Doc.
Please contact your Turtl representative if you'd like to add advanced styles to your theme.
See also: How to add Bombbomb video into a personalization form.
We also offer these training videos as part of our onboarding:
#personalisation #personalise
The personalization engine is protected by US patents.