Note: This feature is available on our Grow AI and Scale AI plans, and as an add-on for Adopt AI. Please contact support if you want to upgrade your plan.
Turtl makes it easy for anyone to scale deep personalization for thousands of accounts, allowing you to supersize your ABM, marketing campaigns, and sales outreach.
Our website provides a high-level introduction to what you can do with personalization. Or if you're ready to learn more, keep reading.
Methods of personalization
There are different methods of personalizing content. Let’s look at what they are, their benefits, and the common use cases of each:
Self-service personalization via internal form
Batch personalization via file upload (.csv) for target accounts or key contacts
Public personalization via reader form
Dynamic personalization using intent data
Automated personalization for target accounts using your CRM data
Automated personalization using Personalization API
Self-service personalization via internal form
What can you do?
Complete an internal-facing personalization form on a Turtl Doc to create personalized versions on an ad-hoc basis. A Turtl license is required to fill in the personalization form.
When would you use it?
This option is useful when you want to manually create a small number of personalizations at a time. You might already have some information about your target audience (e.g. their name, job role, or interests). Or you can gather it in conversation and personalize the Doc on the fly, for example during an interview.
Use case examples:
Sales materials: You work in sales and want to create a personalized Doc for a meeting with a potential customer, showing their company name, logo, and other branding.
Recruitment materials: Your recruitment team is sending out personalized information packs to interviewees, whose names are featured on the cover, and that contain only the chapters relevant to their job role and location.
Personalized content on demand for sales and ABM teams
A fast way for sales and ABM teams to generate personalized content. Personalized content on demand for sales and ABM teams
Learn more on how to personalize Docs using the internal form.
Batch personalization via file upload (.csv)
What can you do?
Upload data via a .csv file to generate personalized documents at scale. A Turtl license is required to generate a batch of personalizations.
When would you use it?
This type of personalization is useful when you want to create a large number of personalizations at a time (up to 25,000 per batch).
After you’ve created your batch of personalized Docs, you can download a .csv file which contains the URL, ID, animated GIF cover link, and static PNG cover link for each of your personalized Docs.
These data points can be imported into your Marketing Automation Platform or CRM and referenced within email templates, allowing you to send out personalized content at scale.
Use case examples:
Customer newsletter: You work in marketing and want to create 3,000 personalized newsletters for your customers that include their names on the front cover and specific content relevant to their industry. You plan to send this content out in a marketing email campaign.
ABM: You want to produce 100 personalized Docs for your top accounts, customized with their name, product information relevant to their specific needs, and a custom message from their Account Manager. You plan to provide your Account Managers with personalized content for use in their email reach-out and face-to-face meetings.
Batch personalization for target accounts or contacts at scale
Guide to batch-personalizing content for target accounts so ABM teams can scale relevance. Batch personalization for target accounts at scale
Guide to batch-personalizing content for specific contacts at target accounts, for ABM and Sales outreach. Batch personalization for key contacts at target accounts
Learn more: How to personalize Docs via file upload
Public personalization via reader form
What can you do?
Put the power of personalization into the hands of your external readers (e.g. customers, prospects, employees) and enable them to self-personalize content. Your external readers don’t require a Turtl license to personalize content.
When would you use it?
This method of personalization via reader form is great if you don't know your readers but still want to deliver a personalized experience. The information gathered can help you learn more about your audience e.g. what products or topics they’re interested in. Different customization and logic options allow you to create an interactive, engaging experience, for example in the form of a quiz.
Use case examples:
Product brochure (e.g. cars): A prospect selects a type of vehicle they are interested in, the brand, the price they are willing to pay, their location, etc. After submitting the form, they’re presented only with cars they are interested in, that are within their budget, and with contact details of the nearest car dealer.
Social media awareness campaign: A reader is taken through a series of questions to understand their social media persona e.g. oversharer, observer, etc. Based on their answers, they’re presented with a customized Doc tailored to their specific profile with info on how to manage their social media presence.
In both examples above, the reader gets a fun, personalized experience and you get detailed insights that allow you to segment customers into different groups.
Let contacts personalize their content and collect high quality data
A clear, practical guide to letting contacts personalize content while capturing high-quality lead data in the background. Let contacts personalize their content and collect high quality data
Learn more on how to use personalization via reader form.
Dynamic personalization using intent data
What can you do?
Automatically tailor content for anonymous visitors using intent data from providers like 6sense or Demandbase, with no personalization form fill required. Turtl identifies the visitor's company through reverse IP lookup and updates the content in real time to match their firmographic data (e.g. account name, industry, logo).
When would you use it?
This method is useful when you want to close the relevance gap for high-value accounts visiting your content anonymously at the top of the funnel. Rather than showing generic messaging to unidentified traffic, dynamic personalization lets you deliver relevant content from the first visit, without needing a form or manual setup. It's a way to scale ABM efforts without added operational work.
Use case examples:
ABM landing content: A target account from your ABM list visits a Doc anonymously. Based on reverse IP lookup, Turtl identifies their company and automatically swaps in their account name, logo, and industry-specific messaging, with no form fill or manual trigger needed.
Top-of-funnel nurture content: A visitor lands on a gated resource from an ad campaign. Even though they haven't identified themselves, Turtl recognizes their company via your intent data provider and adjusts messaging to reflect their industry, while unidentified visitors still see a polished default version thanks to smart defaults.
Dynamically personalize content in real-time as readers engage
Guide on how Turtl personalizes content in real time using 6sense or Demandbase data so each reader automatically sees the most relevant version as they engage. Dynamically personalize content in real-time as readers engage
Learn more about setting up dynamic personalization.
Automated personalization for target accounts using your CRM data
What can you do?
Use contact data within your CRM/MAP platform (e.g. HubSpot, Marketo, or Salesforce) to automatically create personalized content in Turtl.
When would you use it?
This method of personalization is useful if you have established processes and workflows within your CRM and you're looking to automatically produce a piece of personalized content off the back of a contact or company taking an action or meeting certain requirements. For example, you might want to automatically produce a piece of personalized content when someone completes a form on your website.
The benefit of this type of personalization is that customers already collect all the user information in their CRM/MAP and using this data for personalization can save time and money since it’s all in one place.
Once the Turtl Doc is ready, marketing and sales teams don’t need to go into it. They can set triggers for when the Doc should be personalized and to whom it should be sent through the CRM/MAP.
Use case examples:
ABM: An account completes a form on your website to request more information on a particular product. Based on the data within the form, a personalized Doc can automatically be created and sent to the account’s email address, with relevant industry case studies and testimonials for them.
Sales enablement: A prospect completes a form on your website to request a brochure for a specific service. Based on the data within the form, a personalized Doc can automatically be created and sent to the prospect’s email address, no manual intervention is required.
Learn more about automatic personalization using data from HubSpot, Marketo, or Salesforce.
Note: If you are using another CRM/MAP, you can achieve a similar result using our Personalization API (explained below).
Automated personalization using the Personalization API
What can you do?
Use data within any external platform (e.g. a data warehouse) to automatically create personalized content in Turtl.
When would you use it?
Use this method when you want to create personalized content in Turtl from data held in an external platform. It also suits a CRM/MAP that Turtl does not offer a no-code solution for.
Use case example:
Sending personalized job information to a candidate: A recruitment agency with several job listings from different companies is collecting information from job-seekers through a digital form including their name, educational background, and role of interest.
A job-seeker submits a form, expressing their interest in job opportunities. Their submission data is sent to Turtl's API endpoint based on their selected interest (e.g. Law, Engineering, Design) and send it to their inbox.
Learn more about the Personalization API.
#personalisation #personalise
The personalization engine is protected by US patents.