Note: To use DemandBase data for batch personalization, you will need:
The Personalization add-on (which is included in Grow AI and Scale AI plans).
A DemandBase account with data export permissions.
Overview
This article explains how to use a DemandBase account and intent data to generate batches of personalized content in Turtl. By combining DemandBase insights with Turtl’s batch personalization feature, you can create highly relevant, account-based content at scale, ideal for ABM campaigns driven by buying stage and intent signals.
You can power batch personalization in Turtl using DemandBase data by exporting data from DemandBase as a CSV and uploading it to Turtl using the DemandBase integration
How batch personalization with DemandBase works
Batch personalization allows you to generate multiple versions of a single Turtl Doc, where each version is personalized for a specific account.
When using DemandBase:
Each account represents one personalized Doc.
DemandBase fields (for example, account name, industry, buying stage, or intent topics) are mapped to personalization fields in Turtl.
Turtl generates a batch of personalized Doc using that data.
Step 1: Prepare your personalization form
Before creating a batch, you must prepare a personalization form in Turtl.
For a general overview of how to set up a document for personalization, see the article: How to set up a Doc for personalization.
For the purposes of generating a batch using DemandBase data, follow the steps below.
When you open the personalization editor, you’ll see a panel on the left-hand side where you can choose a ready-made template from one of our integrations below. From this panel, select DemandBase.
Choosing the DemandBase integration opens a window with the option to start with contact fields from DemandBase. This allows you to automatically populate your personalization form with commonly used account-level fields, including:
Account name
Domain
Country
Industry
These fields are automatically set up with personalization tokens that match the corresponding data points in DemandBase. This ensures the correct data is applied to each field and significantly speeds up the mapping process when you generate your batch later.
Select Add to form to automatically create the personalization fields and corresponding tokens.
These fields will be used to generate a batch of personalized Docs from a CSV exported from DemandBase.
Step 2: Export DemandBase data and generate a batch
Exporting data from DemandBase
In DemandBase:
Navigate to Accounts, People, Lists, or Reports; apply filters and select records; click the Export or three dots button to download as CSV.
High-level process:
Open a personalization-ready Turtl Doc.
Select the three-dot menu in the top-right corner and choose Batch personalization.
When prompted to choose a data source, select DemandBase.
Upload your DemandBase data CSV file.
Map your personalization tokens.
You’ll see a mapping table that includes:Your personalization tokens
Available DemandBase fields
An Example value column
Each row must display a green check mark in the Example value column to continue. If a row does not have a green check mark, use the dropdown to manually select the correct DemandBase field for that token.
Name your batch, accept the terms, and select Finish.
Turtl will begin creating your batch of personalized Docs using data from the selected DemandBase segment.
Tip: If your personalization form uses fields that mirror DemandBase attributes, the mapping process during CSV upload will be faster and more accurate.
Step 3: Review and generate your batch
After Turtl is done creating your batch, you should:
Preview a sample Doc to confirm personalization is working as expected
Check for missing or incorrect data
Continue with sharing your batch
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