Note: Personalization forms can only be created by customers who have personalization enabled. If you’re interested in setting up personalization on your account, reach out to your CSM or contact firstname.lastname@example.org.
Personalization forms allow users to customize a Doc’s contents in a few seconds. Building these forms makes use of personalization tokens and page rules - it’s worth reading up on these before diving into creating your form. Once you are familiar with these concepts we suggest creating your Personalization form before inputting your tokens and page rules into your Turtl Doc.
Step 1: Check the personalization tokens in your Doc
Make sure you’ve added personalization tokens wherever you want to personalize the content for a customer. Make sure your token naming is consistent, for example, that you’ve used %fname% to represent a first name throughout instead of variations like %firstname% or %name%. Check that you’ve added a token to your cover page and back page if appropriate and that you’ve added a token to your Doc title so it’s easier to find it later in analytics or the Doc list.
Note: You need to add a token to your Doc title to pull through a personalized title for your personalized Doc. The titles of personalized Docs already created won't automatically update if you change the title in your master Doc.
Read more about personalization tokens here.
Step 2: Check your page rules
Check that your page rules are set up and your tokens are mapped correctly. Any page which doesn’t have page rules set, or is set to ‘Always’ under the page rules tab, will appear in every personalized instance of the Doc.
Read more about page rules here.
Step 3: Build your form
Open your Doc and click the “Personalization” tab.
Step 4: Start adding form fields
New forms come with an example title and paragraph to help you get started. Now, we want to cover all the tokens you’ve added to the content with form fields that will replace the tokens in the content once personalized.
Under “Add a new field”, you’ll see the following options:
These options dictate the format of your form field. For example, if you select ‘Single line’ from the dropdown, the personalization form field will simply be a box where a personalizer can enter text. If you select “Video,” the personalization form will contain a field for recording (or uploading) a video. Read more about all the different form fields here.
Once you have chosen an appropriate form field, you can then choose or create a new token in the “Choose a token” dropdown.
This dropdown contains a list of personalization tokens you have already set up in your Doc - either in page rules or in the content itself.
Step 6: Map your form fields and tokens
Select the form field format and choose the token it applies to. For example, select “Single line” from the form field dropdown and “cname” from the token dropdown to create a form field where someone can manually enter the company name.
Let’s look at some more examples of mapping form fields to tokens:
Use case checkboxes
Let’s say we have three use case pages: Sales, Marketing, and Events. We want the appropriate page to show when someone fills out a form and selects a use case. This has been set up using page rules.
In the form builder, we select “checkbox” from the form field dropdown and map it to “use_case” from the token dropdown. After clicking “Add field”, we can customize the checkbox options using the editing window. Scrolling down to ‘Options’ allows us to map each checkbox option to the tokens we set up in page rules.
We want personalizers to be able to upload a video using Vidyard into the form, to be pulled through into the Doc. We select ‘Vidyard’ from the form field dropdown and our token ‘%video%’ from the token dropdown, and click “add field.” This creates a field in the form for a personalizer to upload a video.
Step 7: Review your form
Once you’ve added your form fields, click preview to see your finalized form in a new tab. You can now test your personalization form by filling it out and checking the Doc to see if all tokens have been replaced and if all the correct pages are. shown/hidden.
Step 8: Publish your form
Once you’re happy with your form, click publish. When you publish your form you are also publishing any unpublished changes to your Doc.
Read more on personalization:
We also offer these training videos as part of our onboarding: