During onboarding, you’ll have hands-on support to configure your account properly - so it’s worth laying strong foundations now, even if you won’t use every feature yet.
Note: Some features are only available on specific Turtl plans and require additional setup, which we’ve highlighted throughout this article. You’ll also need Admin access for certain steps.
🚀 Create Account
Set up the foundations of your Turtl environment by creating your account, configuring brand themes, organising content into secure workspaces, and adding members with the right access to enable consistent, scalable, and collaborative content creation.
What | Why | How | Plan Availability |
#1
Set up Turtl account | Unlock everything and accelerate your launch. Your account is the command center for all your Turtl activity. This is the first step that unlocks the setup of every other feature. | You’ll be provided with an Account Setup Link which guides you through the process.
If you haven’t set up your account yet or aren’t sure how to get started, reach out to our support team. | All |
#2
Configure Brand Theme | Guarantee brand consistency and eliminate off-brand content. Your Brand Themes lock down the colors, fonts, and styles of your Turtl Docs, ensuring every piece of content is perfectly on-brand and looks professional. | You’ll set up your initial Brand Theme when following the Account Setup Link in the step above. You can edit this Brand Theme and create more once you’re logged in.
| Adopt AI: 3 Brand Themes Grow AI: 20 Brand Themes Scale AI: Unlimited
(Add-ons may apply) |
#3
Create workspaces | Keep your content organized and secure for rapid growth. Workspaces allow you to organize your Turtl Docs into secure folders with set permissions, making content management simple, scalable, and secure. | Adopt AI: 1 Workspace Grow AI: 3 Workspaces Scale AI: Unlimited | |
#4
Add Members | Enable secure collaboration and controlled access. Add your colleagues to begin content creation. Control permissions through Member and Guest roles to ensure the right people have the right access. | Adopt AI: 3 Members Grow AI: 5 Members Scale AI: 20 Members
Unlimited Guests
(Add-ons may apply) |
⚙️ Configure Account
Configure key settings to tailor your content’s URL and branding, ensure compliance around data privacy and cookies, and set up organizational tools like labels to enhance navigation and analytics.
What | Why | How | Plan Availability |
#1
Customize Turtl domain (CNAME) | Strengthen your brand and deliver a seamless reader experience. Remove the default turtl.co reference to ensure your content appears on your own branded domain, adding an additional level of professionalism. | All | |
#2
Add logo link | Give readers a clear path back to your website. Setting a logo link ensures readers who click your brand logo within Turtl content are directed to your website or chosen landing page, helping increase traffic and guide them to key content. | Head to Settings -> Basic within your account | All |
#3
Configure sharing and social links
| Control how your content is shared. Choose which social sharing icons appear in your Turtl Docs and define exactly where they link. | All | |
#4
Add policies, terms and cookie notice | Ensure compliance and secure sensitive content. Update the default T&Cs, Privacy, and Cookie policies as soon as possible. Setting your own privacy policy is also essential to start locking down sensitive content to ‘Specific people only.’ |
| All |
#5
Set up labels
| Organize your content and gain deeper analytics insights. Labels help you categorize your Docs, making them easy to find and allowing you to filter your content analytics for more meaningful data. | All | |
#6
Set up topics
| Align content to strategic themes and measure audience resonance. Topics can be applied to both Docs and Chapters, supporting filtering and analytics functionality to help you understand which themes are engaging your audience. | All | |
#7
Set up permissions
| Set default permissions and access to aid governance. Define the default licence type for new users and the initial workspaces they can access, which streamlines the onboarding process for your team. | All |
🪄 Prepare Hatch AI
Prepare Hatch to become a powerful, customized part of your content process; create with confidence, scale with consistency, and engage the right audience every time. (watch video overview)
What | Why | How | Plan Availability |
#1
Set up image library | Improve PDF import quality and ensure only approved images are used. By adding approved images, you enable the PDF importer tool to automatically select the best matching images, delivering better initial results and minimizing your editing time. | All | |
#2
Create model(s) for automated image generation | Achieve visual consistency and align AI-generated visuals to your brand. Train Hatch AI on your visual style so it can generate new imagery that feels perfectly aligned with your corporate identity. |
| Grow AI Scale AI |
#3
Add translation rules | Ensure intentional, on-brand localization for every audience. Customize how Hatch AI handles content translations, from preferred phrasing to localization preferences, so every version of your content feels intentional and on-brand. |
| Grow AI Scale AI |
#4
Add content writer instructions | Customize Hatch AI's tone and style for hyper-specific content. Customize Hatch AI’s tone of voice, style, and focus when using the ‘create from prompt’ or ‘rewrite’ capability. Train it on your industry standards and specific goals for hyper-specific content. | Grow AI Scale AI | |
#5
Add ideal customer profile | Tailor messaging and analyze performance with your target audience in mind. Describe your Ideal Customer Profile (ICP) so Hatch AI can use it to tailor messaging and analyze content performance more meaningfully. | Grow AI Scale AI | |
#6
See how to track AI credit usage | Maintain control over your budget and track ROI. The Billing page allows you to keep track of your AI credit usage, ensuring transparency and budget control. | All |
🔗 Configure Integrations
Get data flowing seamlessly between systems to enhance data visibility, actionability, and to personalize at scale.
CRM/MAP Integrations
What | Why | How | Plan Availability |
#1
Configure CRM/MAP integration | Connect Turtl to your existing tech stack. Configure your integration to enable data to pass between platforms, laying the foundation for the following steps. | Grow AI Scale AI | |
#2
Generate and identify leads in Turtl | Capture and identify leads directly within Turtl to streamline data visibility. Capture reader details (name and email) on Turtl’s Audience dashboard via: 1. Third-party forms (when you want to capture leads directly within your Turtl content). 2. Lead capture URLs (when you want to identify contacts sent Turtl content via your CRM). 3. Passive identification (when you want to identify readers who are already known within your CRM). |
| All
Grow AI Scale AI |
#3
Centralize reader intent data in existing tech stack
| Leverage standard tracking codes to send high-level engagement data back to existing tech stack. Send essential engagement signals like Page Views to your existing platforms, providing a basic, website-like view of content interaction. Build on this picture of engagement with Turtl-specific intent data. Start sending Reader Engagement Score and Topic information back to the Contact record in your CRM. Gain the deepest possible insight into behavior. Start sending specific actions (e.g., ‘Read Doc for 5 Mins’, ‘Poll Submission’) back to the Contact record in your CRM for highly targeted follow-up and sales action. |
| All
Grow AI Scale AI
Grow AI Scale AI |
#4
Configure Revenue Dashboard | Enable accurate revenue and pipeline reporting from your content. Sync HubSpot deal data to power accurate revenue, pipeline reporting, and performance analytics directly within Turtl. | Set up within the ‘Integrate’ section of your account. (Contact Support for Salesforce/Dynamics setup). | Grow AI Scale AI |
#5
Use data from external sources to personalize Docs | Create personalized content at scale without lifting a finger. Use data and workflows within your external platforms to automatically generate and distribute personalized content when certain triggers are met. | Grow AI Scale AI |
SSO Integrations
What | Why | How | Plan Availability |
#1
Set up an SSO integration | Enhance security and control content access. Enables users to log in to Turtl using their existing SSO credentials, allows you to lock down content to ‘internal-readers’ only, and enables tracking of internal readers. | All |
Other
What | Why | How | Plan Availability |
#1
Integrate chatbots | Engage leads and gather insights. Integrate with your chatbot provider to boost engagement and support in Turtl content. | Grow AI Scale AI |