Notes:
Setting up a Pardot integration will allow you to share data between Pardot and Turtl, as well as access individual reader insights via the known reader dashboard. In this dashboard, your leads will appear in the "Known Readers" section.
Your embedded form will still work without this integration, however your leads will only be located in Pardot. You can read more about Individual Reader Analytics here.
Turtl supports embedding Pardot forms in place of the native Turtl lead capture form. Turtl just needs to have a little snippet of code embedding in your form and be told which form you wish to use.
This guide shows you what to do.
1. Create your form and insert the Turtl script
Create your form as usual. When you get to the Look and Feel step, click the "Code" button to bring up the code editor:
Now paste in the following:
<script data-ttl-form-mode="embed" type="text/javascript" src="https://app-static.turtl.co/forms/turtl.forms.pardot.v1.js"></script>
Your screen should look something like this:
2. Set the "thank you" code
When you get to the "Completion Actions" step of the form creation wizard, click on the "Thank You Code" tab. Paste in the following:
<script data-ttl-form-mode="complete" type="text/javascript" src="https://app-static.turtl.co/forms/turtl.forms.pardot.v1.js"></script>
Your screen should look something like this:
Finish making your edits and save your form as usual.
3. Grab the form link
Back on the overview page for your form, copy the "View online" link for your form:
4. Tell Turtl about your form
Navigate to the main Docs listing page and choose "Settings" for the Doc you wish to use the form on:
On the Settings page, choose the "Forms" tab:
Paste in the URL you copied in Step 3 above.
There are three form URLs you can specify:
Default form URL - This URL will be used for both Content pages and Back cover forms unless the back cover form URL is also set.
Cover form URL - This URL can be used to add a form on the Cover page of your content. Readers will not be able to read or navigate past the first page without entering their details.
Back cover form URL - This can be used to set a different form for the back cover. If this is left blank, the form set as Form URL will be used on the back cover.
Note: If this is the first time your company has added a form to Turtl it will not have styling applied. Please contact Customer Support once your form has been added to a Doc and we will be able to get it styled for you.