Notes:
This feature is available if you have purchased the Personalization module and are on a Professional or Unlimited plan.
This solution includes a file upload field, so it will not work on (public) personalizations with reader form due to security reasons.
You can personalize a Table widget to create custom data sets depending on your audience. For example, you can personalize a table to show specific services and pricing or specific quarterly goals.
In this article, we will create a Pricing table and demonstrate how to set up your personalization form in order to populate it with data from an uploaded CSV file.
To do this we will need the following components as described below:
A File upload field and Multi line field in the Personalization form builder
Table widget
CSV file containing the data
Add a File Upload field to your Personalization form
Navigate to the Personalization form builder and add a File Upload field. In our example, we will name this token pricing_table_upload.
This token name will be used in the next step when we connect it to the expression that generates the table data, which will then be rendered in the personalized table.
Add a Multi line field to your Personalization form
Next in the Personalization form builder add a Multi line field. We will name this token pricing_table.
Set the Visibility setting (within the advanced settings) to hidden and add the following expression into the Prefill value setting (within Basic settings):
$: helpers.dataSources.tabular(fields.pricing_table_upload).read('A2:B6')
Note: fields.pricing_table_upload is the token from your File upload field in Step 1. This will make the file input from the first step your data source.
A2:B6 is the range we will use to populate data from your uploaded CSV file into your table. Make sure you set up the range correctly so your columns match with the table you'll create in the Immerse Editor in the next step.
Save your form
Select Save to save your changes.
Create your table and add the token
Navigate to the Immerse Editor and create your table using the table widget. Since we are creating a Pricing table, we will title the first column "Services offered" and the second column "Price".
Note: Make sure you have enough columns and rows set up to fit your range configuration from step 2.
Once set up, hover over the widget and select the lightning bolt icon to add the token created from step 2.
Test your personalized table
Save your Turtl Doc and now you are ready to test the personalization table.
Open your Turtl Doc as a draft by clicking on the icon below next to the title:
Then select "Personalize" and upload your CSV file to the Pricing table upload field. Once personalized, your table will be populated with the data from the CSV as shown below.
Find out more about setting up tokens to personalize in Images and videos support article.
We also offer these training videos as part of our onboarding:
#personalisation #personalise
The personalization engine is protected by US patents.