Personalization Engine | Turtl Help Center

Turtl Help Center

All Collections

Personalization Engine

Personalization Engine

Learn how to master the power of personalized content (Protected by US patents)

22 articles

An Introduction to the Personalization EngineThis article provides a high-level introduction to personalization, the four methods of personalizing, and when they would be used

Setting up Turtl Docs for Personalization

The basics_{4 articles}

Advanced setup skills_{5 articles}

Controlling who can personalize and access Docs_{2 articles}

Creating personalized Docs

How to personalize a Doc using the Internal form

How to empower external readers to create personalized content using the reader form

How to create a batch of personalized Docs via File uploadUpload customer data via a .csv file to generate personalized documents at scale for marketing campaigns, ABM activity, and client reporting

[Video] How to assign a batch of personalizations to specific Turtl usersDive into this video to learn how to create personalized content in a Doc - all in a matter of minutes.

Advanced personalization_{4 articles}

Analysing personalized content

Personalization analyticsLearn how to view analytics for your personalizations

Best practice for users with a Personalizer license

An Introduction for PersonalizersHow personalizer roles can customize, share, analyze and manage personalized Turtl Docs