Turtl

Nastja

Maruša Barle

Katy Smith

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

Personalization Engine

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

An Introduction to the Personalization Engine

Introduction

Setting up Turtl Docs for Personalization

This article walks a content creator through the process of setting up a Doc for personalization end-to-end.

Step-by-step guide for setting up a Doc for personalization

How to create and set up personalization tokens

Add Personalization tokens

Build a personalization form and add different types of form fields

Personalization forms

Show or hide any page in your personalized Turtl Doc

Setting up Chapter and Content page personalization

The basics

Learn how to personalize images and videos in your Turtl Doc

Personalizing images and videos

Learn how to set up rules for your personalization form fields

Adding logic to your personalization form

Learn how to create tables which are tailored to the reader

Personalizing tables via .csv file

Find out how to add text formatting to your personalizations

Using markdown to control how text appears in personalized Docs

Learn how to create quizzes for your readers using the Choice form field.

How to build a "quiz" style personalization form

Advanced setup skills

Learn how to set personalization settings

Controlling who can personalize your Turtl Docs

Learn how to restrict access to your personalized content

How to restrict access to personalized Docs

Controlling who can personalize and access Docs

How to personalize a Doc using the Internal form

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

Upload customer data via a .csv file to generate personalized documents at scale for marketing campaigns, ABM activity, and client reporting

How to create a batch of personalized Docs via File upload

Dive into this video to learn how to create personalized content in a Doc - all in a matter of minutes.

[Video] How to assign a batch of personalizations to specific Turtl users

Creating personalized Docs

Using data from Marketo, HubSpot, Salesforce and query params to personalize Docs

Using data from external sources to personalize Docs

Find out how to extract test contact Ids from external platforms

How to test your data source connection

Use Turtl's API for automated creation of personalized Docs

Personalization API

Learn how to use query parameters to personalize Docs

Using query parameters as a data source to personalize Turtl Docs

Radovan

Advanced personalization

Learn how to view analytics for your personalizations

Personalization analytics

Analysing personalized content

How personalizer roles can customize, share, analyze and manage personalized Turtl Docs