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Emailing lead capture URLs with HubSpot

Learn how to track HubSpot contacts in Turtl analytics

A lead capture URL is a URL containing an anonymized unique contact token that is needed for Turtl to retrieve the reader's personal data from the CRM.

A lead capture URL is usually sent out by the customer to their contacts via a CRM.

Turtl can be combined with HubSpot to provide insight into how each individual reader is consuming your content. To do this, you will first need to configure the HubSpot integration and then send each reader their own lead capture URL (previously known as PURL - personalized URL) for your content.

Note: Lead capture URLs using the {{ contact.hs_object_id }} merge tag work with HubSpot marketing emails only. They do not work with sales or 1:1 emails, such as sequences, emails sent from the CRM, or emails sent via the Sales extension. See the section "Using lead capture URLs with sales and 1:1 emails" below for why, and for a workaround.

1. Ensure HubSpot integration is configured for your account

This can be done by following our guide. If you are unsure or need help, contact support@turtl.co or click the chat icon in the bottom right.


2. Create your email in HubSpot

Use the standard HubSpot email creation tools to create your marketing email as normal.


3. Insert your Turtl Doc link

Highlight the text you wish to hyperlink and click the "Insert link" option. Then, insert your Turtl Doc URL as usual, but add the following to the end of the URL:

?lead[store]=hubspot&lead[id]={{ contact.hs_object_id }}

For example, the Turtl Doc URL:

https://team.turtl.co/story/turtl-times-spring-2018

becomes:

https://team.turtl.co/story/turtl-times-spring-2018?lead[store]=hubspot&lead[id]={{ contact.hs_object_id }}

Tip: Instead of hyperlinking text, you have the option to hyperlink Turtl's animated GIF. You can access the GIF in the share menu under the "Email" tab of your Doc.

To save it, right-click and save the image as a GIF. Then, upload the GIF to HubSpot using the image component. Once inserted, click on the GIF and locate the link section on the left-hand side.

How to use LCURLs with personalization URLs?

Note: The example below presumes the use of our personalization feature. Personalization is available only to customers with this feature enabled. If you're interested in setting up personalization on your account, reach out to your CSM or contact support@turtl.co.

What if you want to add HubSpot tracking to a personalization URL, or you also want to add UTM codes to the same URL? Just follow the structure below.

The first thing added to the end of your URL needs to start with a "?". Any subsequent additions need to start with an "&".

A personalized URL already has an addition after the normal Doc URL. See the example below.

https://team.turtl.co/story/turtl-times-spring-2018/?pid=61a1124f2aa065410cd511cd

The HubSpot tracking will therefore need to start with an "&" instead. For example:

https://team.turtl.co/story/turtl-times-spring-2018/?pid=61a1124f2aa065410cd511cd&lead[store]=hubspot&lead[id]={{ contact.hs_object_id }}

How to use LCURLs with UTM tags?

Adding UTM tags works in the same way. Say you wanted to add two UTM tags, utm_source=linkedin, and utm_campaign=primary_campaign. Adding them to the non-personalized example above would become:

https://team.turtl.co/story/turtl-times-spring-2018/?lead[store]=hubspot&lead[id]={{ contact.hs_object_id }}&utm_source=linkedin&utm_campaign=primary_campaign

Or, the personalized example from above would become:

https://team.turtl.co/story/turtl-times-spring-2018/?pid=61a1124f2aa065410cd511cd&lead[store]=hubspot&lead[id]={{ contact.hs_object_id }}&utm_source=linkedin&utm_campaign=primary_campaign

You can read more about UTM tags in our article here.


4. Send your email as usual

Select your recipients and send from HubSpot as usual.


5. Check your Turtl analytics

Once your recipients have started reading your content, they will appear under "Known Contacts" within Turtl analytics.

Note: Sending out test emails via HubSpot or using the HubSpot Email Preview tool can result in "no email / unknown" reader data appearing within Turtl analytics. This can be removed if required; just contact the support team via live chat or email support@turtl.co.


Using lead capture URLs with sales and 1:1 emails

Reader identification — whether via the HubSpot tracking code or the {{ contact.hs_object_id }} merge tag — works with HubSpot marketing emails only. It does not work with sales or 1:1 emails, such as sequences, emails sent directly from the CRM, or emails sent via the Sales extension.

Why identification doesn't work in sales emails

This is not a limitation on Turtl's side. HubSpot marketing emails rewrite links and pass identity parameters directly on the destination URL, which is what allows Turtl to identify the reader.

Sales and 1:1 emails route links through HubSpot's click-tracking redirect domain without passing any identity parameters to the destination. This means there is nothing on the URL for Turtl — or any other destination — to identify the contact with.

Workaround for sales and 1:1 emails

The only reliable option is to use a pre-resolved lead capture URL — one that already contains the contact's actual Record ID instead of the {{ contact.hs_object_id }} merge tag — stored in a HubSpot contact property, and insert that property into your email.

  1. Create a single-line text contact property in HubSpot to hold each contact's lead capture URL.

  2. Populate the property with the contact's pre-resolved lead capture URL. For example: https://team.turtl.co/story/turtl-times-spring-2018?lead[store]=hubspot&lead[id]=1234567890 where 1234567890 is the contact's Record ID in HubSpot.

  3. When writing your sales or 1:1 email, insert the contact property as the link to your Turtl Doc instead of typing the URL with the merge tag.

Note: If you're unsure how best to populate the contact property for your contacts, reach out to your Customer Success Manager or contact support@turtl.co.

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