Note: This feature is available if you have purchased the Personalization module and are on a Professional or Unlimited plan.
This article will guide you through the process of creating a single personalized Turtl Doc using the Internal form. If you’re not sure what the Internal form is, learn more about the different methods of personalization.
Before you can create personalized content, you need to have a completed Turtl Doc which is set up for personalization and includes a personalization form. We call this a Master Doc. See also our Step-by-step guide for setting up a Doc for personalization guide for more information.
Turn on personalization within the Doc settings
Team members won’t be able to personalize a Turtl Doc until the Doc is published and Personalization has been turned on within the Doc’s settings.
If you are the Doc owner, go to the Doc’s settings, select the "Personalization" tab, and choose "People at my company". This will allow anyone with a relevant Turtl license to create personalized versions of the Doc.
Enabling personalization within the Doc’s settings
Locate the Master Doc
You need to be logged in to Turtl to personalize a Doc using the Internal form.
Once logged in, locate the Master Doc you want to personalize.
Open the Doc in the Viewer.
Turtl Doc in the Viewer
Open the personalization form
Once you’ve located the Master Doc, click the three dots in the top right-hand corner of the Viewer to open the personalization form.
Open the personalization form
The personalization form allows you to customize the Turtl Doc by filling in a series of fields. The fields will be different for each Turtl Doc depending on what is available to personalize.
Complete the personalization form
Complete the personalization form fields until you reach the end of the form.
Once you’ve completed the form, the browser will refresh and a personalized version of the Doc will be automatically created. This will have its own unique URL.
Complete the personalization form
Review your Personalized Doc
Review the personalized Doc to ensure that the content is personalized as expected. In the example below, we can see the Doc has been updated to be personalized for Google.
Preview your personalized Doc
Make any edits if necessary
If you need to make any changes to the info you added to the personalization form (e.g. fix a typo) you can click the three dots again to "Edit Personalization". You’re presented with the completed form which you can edit.
Once you’ve re-submitted the form, any changes made will automatically appear under the same URL so you don’t need to worry about re-sharing the Doc with your audience.
Note:
Any personalizations created will be tied to the original Master Doc.
Any changes, except changes on the cover page, made to the Master Doc will automatically update on all personalized versions once it's republished.
If the cover page design is changed on the Master Doc, it will need to be updated manually on any existing personalization.
This ensures personalized content is always kept up-to-date and consistent.
Similarly, if the Master Doc is deleted for any reason, all existing personalizations will no longer be available.
Fixing a typo by editing the personalization
Share your personalized Doc
From the Doc Viewer, click the share icon to see the sharing assets you have available. The options you see here will depend on your license type. Learn more about how to leverage the different sharing assets.
Open sharing options
#personalisation #personalise
The personalization engine is protected by US patents.