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Setting up your Turtl account for success

If you’re responsible for rolling out Turtl in your organisation, this guide is for you… Set up the foundations of your Turtl environment by creating your account, configuring brand themes,… Your account is the command center for all your Turtl activity

Turtl fundamentals

A concise, practical overview of the Turtl Fundamentals playbook that explains how to set up your account, create high performing content, share it effectively, and measure real impact… Additional Reading Setting up your account for success AI features vary by plan Turtl gives… Step 0: Set up your account for success

Onboarding Wizard: Setting Up Your Turtl Account and Brand

Learn how the Turtl onboarding wizard guides you through setting up your account, and creating your initial Brand… your Turtl tenant and setting up an initial Brand that defines your colors, fonts, and styles… Once your account is set up, you can continue refining your Brand or create additional ones directly

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

This article walks a content creator through the process of setting up a Doc for personalization end-to-end… This article is designed for content creators who are setting up a Turtl Doc for personalization for… Before you dive into setting up your Doc for personalization, ensure you’re clear on the following:

Setting up Chapter and Content page personalization

Show or hide any page in your personalized Turtl Doc… If you want to recap the basics, read our step-by-step guide for setting up a Doc for personalization… This is the benefit of setting up your personalization form before configuring display rules

Setting up default user roles and permissions

Make adding new users a breeze by setting default license type, additional permissions, and Workspace roles… If you are an Admin or Global Admin on your Team, you can set a default license type, additional permissions… Workspace, and Workspace role for new users

SEO for your Turtl Docs

Learn how to optimize your Turtl account and content for search engines… Make your description clear about what your content contains, try to give a reason for the user to click… Setting up a CNAME with Turtl

Adding logic to your personalization form

Learn how to set up rules for your personalization form fields… Step 1 - Set up your fields… Step 1 - Set up your fields

Using a hidden HubSpot form behind a personalization form

Learn how to push data from your personalized Docs into HubSpot… For your HubSpot form to work, please add your Turtl account domain to the list of registered domains… in HubSpot: In your HubSpot account, go to "Settings" -> "Account Setup" -> "Tracking and Analytics

Configuring your Account Engagement (Pardot) integration

Setting up your Pardot integration allows you to share data between Pardot and Turtl to access individual… Contact your Customer Success Manager or Customer Support to get the Integrations Hub enabled on your… Contact your CSM or support@turtl.co for more information