In Turtl, you can set up analytics for individual readers in just a few steps. Once you have integrated your CRM and identified readers to Turtl, you'll be able to see known readers and access your known reader dashboard. This shows you analytics for individual readers, including the Docs they read, how long they spend in each section, and more.

To see known readers and collect individual analytics you need to do two things:

1. Integrate Turtl with your CRM

Reader information is stored in your CRM. To display the name and email address of your readers in your Turtl analytics dashboards, you'll need to let Turtl connect with your CRM.

We currently support integrations for Pardot, Marketo, Hubspot, Salesforce, Eloqua, Dotmailer, Act-On and Microsoft Dynamics.

2. Identify readers to Turtl

Once your CRM is connected we'll be able to show your known readers in Turtl, but we still need to know which read is associated with which reader in your CRM. To identify a reader to Turtl you either need to send a personalized URL to your reader or add a custom form to your content.

Personalized URLs

A personalized URL is a link to your content with a unique identifier, allowing Turtl to match our reader ID (a pseudonymized string of letters and numbers) with a contact in your CRM. Personalized URLs can be sent to your existing CRM contacts. Each CRM has a different way of sending personalized URLs. You can find instructions for your particular CRM in our integrations section.

Custom forms

If you are looking to collect new contacts and view their reading behavior in Turtl you will need to add a custom form. When a reader fills out a form their information, along with the reader ID, is sent to your CRM and is either added to an existing contact or used to create a new contact. Turtl can then use the reader ID to display the reader information in analytics. 

You will need to create a form in your CRM and then add it to Turtl. You can find instructions for your CRM in our integrations section.

Important note: Docs accessible to specific people only

In order to capture individual reader analytics for Docs that are accessible to specific people only, you must make sure your company’s privacy policy is set in Turtl. Find out how to control access to your Docs here.

To set the privacy policy, navigate to your user information in the top left of Turtl and select ‘Manage account’ from the drop-down menu.

Once you're in the account settings, go to the Policies tab and paste a URL to your company’s privacy policy.

Now your readers will be able to accept the privacy terms, and pull through as known readers in the Doc dashboard.

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