Notes:
CRM integration feature is available on our Grow AI and Scale AI plans. Please contact support if you want to upgrade your plan.
The Personalization add-on (which is included in Grow AI and Scale AI plans). Please contact support if you want to upgrade your plan.
6sense real-time personalization dynamically tailors messaging, visuals, and calls to action in your Turtl Doc at the account level, the moment an anonymous reader lands on a Turtl Doc. Using the 6sense account ID along with firmographic and intent data, readers from different industries or buying stages instantly see content that’s relevant to their specific needs. This guide outlines the steps for setup.
Configure and enable 6sense real-time personalization
Obtain and enable your 6sense WebTag
Follow our article on how to configure your 6sense WebTag to use with Turtl. Select the HTML website option, click “Copy to clipboard” to copy the code.
Access the Integrations Hub, click on "Integrate” in the left-hand menu.
The Integrations screen will show all available integrations in a grid layout.
Click “6sense”.
Click on the “Settings” tab and paste in the WebTag code you copied previously. Click “Save”.
Set up a Turtl Doc for 6sense personalization
Open your Turtl Doc in the editor.
Click on the “Personalization” tab.
Select “6sense” to add the personalization form fields.
Use personalization tokens in your content or add page rules.
Enable Automatic Account personalizations
Open Doc settings.
Open tab “Personalization”
Select “Anyone”
Toggle “Automatic account personalizations”
#personalisation #personalise #6sense
The personalization engine is protected by US patents.