Note: Turtl does not have native cover forms. If you would like to gate a Doc with a cover form, you can use a third-party form provider.
You can use lead capture forms in your content to allow readers to sign up and hear more from you. These can either be enabled to gate Content pages or you can choose to enable it on the Back cover of your Doc.
Turtl's native Content pages and Back cover forms allow for name and email capture, but you are also able to replace this with third-party forms.
The following settings apply to both use cases.
Using forms to gate content
You can enable forms to gate one or more Chapters. Once enabled, your reader will need to complete their details to keep reading. Generally, allowing the reader to access a couple of Chapters before using the gate is more likely to result in your reader signing up. You also have the option to allow the reader to dismiss the form without providing their details.
Enabling the gated form
Choose the Chapter(s) where you would like to gate your content. Enable the lead capture form by clicking on "Chapter settings", and selecting "LeadGen form". Your readers will now need to complete the form to continue reading the content pages of this Chapter.
Note: You will need to select "LeadGen form" for all the Chapters you want to gate. This allows you to be very targeted in the form used.
Using forms that can be dismissed
If you would like to give your readers the option to dismiss the lead capture form and continue reading without providing their details, toggle "Form is optional" on.
Using optional forms on the Back cover
When you create a new Doc, the form on the Back cover is enabled by default. This allows you to encourage your readers to sign up and hear more from you in the future.
To enable/disable the Back cover form, click on "Settings", then "Add LeadGen form” and toggle on/off "Enable form on the Back cover" when editing the Back cover page.
To disable the entire Back cover, toggle off "Enable". Once it is disabled, it will not be visible to readers.
Customizing the form
The native Turtl form can be replaced with a third-party form. Check other services we support here.
Viewing the sign-ups
Note: This feature is available on our Grow or Scale plans. Please contact support if you want to upgrade your plan.
You can view the details of those readers who provided their details (sign-ups) within the known readers section of the Turtl analytics dashboard. Or, if you have a CRM integration, you will be able to view the sign-ups in your CRM.
If you are utilizing individualized analytics you will be able to use the Reader Dashboard to find out more about your sign-ups and how they interacted with your content, such as the number of reads, shares, and average read time.
Viewing forms on PDF Downloads
When you download a PDF of your Turtl Doc any gated pages will be hidden by default. In its place, it will show the following message:
To show the gated content on the PDF, you would first need to fill in the form anywhere on the Doc and this will enable all hidden content to be shown.