Note: This solution does not require Turtl to have an integration with Account Engagement (Pardot).
You can add an Account Engagement tracking code to your Turtl Doc(s) to send reader activity, e.g. page views, to Account Engagement when the user interacts with a Turtl Doc. Once this activity data is in Account Engagement, it can be used to support various processes.
How to find the tracking code in Account Engagement
To generate the tracking code, please follow these steps:
Open the Domain Management page.
In Account Engagement, select Admin and then select Domain Management.
In the Lightning app, select Account Engagement Settings and then Domain Management.
Scroll to the Tracking Code Generator and select the domain you want to generate code for.
Copy the code.
What’s the process of getting the tracking code into Turtl
Once you have the tracking code, please send it to support@turtl.co and we will set it up as an extension for you, which can be toggled on/off on your Turtl Docs. You can also choose to apply this extension to all Turtl Docs automatically.
What information does the tracking code collect by default?
Page visit URL (Turtl Doc URL in our case)
Number of page views
Type of session (eg. Entry point, Last page viewed)
Time spent on the page
Date and time of the session
How does the collected information appear in Account Engagement
There are two locations where you can see the information collected by the tracking code:
Visitors and Prospects events can be found in Visitors report.
Some additional prospects-specific information can be found if you click on Page View activity on the "Overview" tab of each prospect’s record.