Note: This feature is available if you have purchased the Personalization module. Please contact support if you want to upgrade your plan.
You can set up your Title and Content page images and videos to be personalized. This means that Personalizers can change the media 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 Content types 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 Content types.
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 background images, hover over your image in the "Background" section of the Title page editor and click the personalization icon. Here you can add a new personalization token or select from existing tokens. Add your token and click "Confirm".
To add tokens to Content page images, hover over an image in the Content page editor and click on the personalization icon in the Widget toolbar.
Or, right-click on it, click the three-dot icon in the Preview, and choose "Personalization" from the menu.
Step 2: Build your form
Navigate to the "Personalization" tab to build your form. Here, you can add the form field and assign it the token you’ve just selected for the Title or Content page image.
If you want the Personalizer to enter a URL to replace the current image, add the "Single line" field to your form. If you want them to upload an image from their computer, use the "File upload" field instead.
Note: For security reasons, the "File upload" form fields cannot be used for public personalization (allowing readers to personalize content).
Step 3: Test it out
Make sure to create a test personalization from your Base Doc to check that it is set up correctly.
Personalizing videos
Personalizing Title page background videos
Personalizing Title page background videos works in the exact same way as it does for images. Follow the instructions for Image personalization above.
In short: Add a token to your title page background, then use either a "File upload" or "Single line" form field to let Personalizers replace the video in the Base Doc.
Personalizing Content page videos
Personalizing Content page videos using the video widget is currently only available using Vidyard videos. See our article here on how to Embed videos using Vidyard.
Personalizing your video widget works in the same way as adding images to the Content page above. Add a "Single line" field to your personalization form and select the token you’ve created for your video widget.
Always test that personalization is correctly set up by entering 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.
You don't need to add any tokens to your Doc to do this, you just add the Video, Vidyard, or Bombomb field to your personalization form.
Notes:
For security reasons, the Cover video personalization form fields cannot be used for public personalization (allowing readers to personalize content).
The cover videos have a fixed placement on the cover of your Doc.
Please contact your Turtl representative if you'd like to add advanced styles to your Brand.
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.