Creating personalization tokens is the first out of three steps in setting up Turtl Docs for personalization.
Tokens are simply words that are replaced during personalization. When someone fills out a personalization form, the information entered into the form replaces the token.
This can be useful for pulling through names of clients, companies and anything else from the personalization form.
Any user with editing access can add personalization tokens into any Doc.
Select your text
When setting up a Doc for personalization, add personalization tokens by highlighting any text you want and clicking the lightning icon.
Select your token
Click on the personalization icon, then select a token from the pop up menu.
You can also create a new token by inputting the word and selecting “Create new token”
You will now see your token has been added in the heading with % signs on either side.
You can also watch a training video Setting up a Turtl Doc for Personalization
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