Note: 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.

Turtl can instantly produce tailored, targeted content through the substitution of text to produce Personalized Turtl Docs.

Is a customized version of a Master Doc. Personalized Turtl Docs are generated either by users completing a short Self-Service Personalization form in the Master Doc, providing specific recipient information and content selections. Doing so replaces the personalization tokens in a Master Turtl with the content entered into or selected in the form. If a Master Doc is changed, the personalized versions will also be automatically updated.

When creating a Personalized Turtl Doc you will need to create tokens to personalize certain words. A personalization token is a core component of Doc 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.

This example will personalize the heading of a Turtl Doc to pull through the first name of the reader. So it will read ‘For [First Name] The Egg’. We will add a token in place of [First Name] to enable the name to be pulled from a field in the personalization form.

Note: Your token should best describe the personalizable element, for example, ‘fname’ for first name or ‘phone’ for phone number.

Tokens should not include any special characters - for example commas, periods, parentheses, dashes, numbers, or spaces. Tokens can include underscores. Example: %first_name%

Click on the personalization icon then select a token from the pop up menu.

You can 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 either side.

Next you need to add this token to your form. You can do this in the form builder by clicking on the Personalization tab at the top of the screen.

Click on “Add a new field”, select the field you would like to use and input the token that you added in your Doc.

Choose your token

And now you have an input which you can further customize.

Finally add a default and a placeholder for this field under the “Basic tab”, on the right of the form builder.

The default will display the word ‘You’ when the doc is published but not yet personalized, so the heading will read ‘For You The Egg’.

The placeholder allows you to give microcopy instructions to what to input in the field of the form.

More about form options and customization can be found here.

Now your token has been added to your form. When you input any word in this field on your form, it will pull through to your Doc where you placed the token.

Try it for yourself by clicking on the preview button, filling out the form and seeing a draft version of your doc that is now personalized.

Personalizing Text in Immerse

Using the same principles as described above, you can also personalize text in Immerse. After highlighting the desired word, you need to click on the lightning bolt symbol on the left hand toolbar to add a token.

You're now ready to wow your readers and sprinkle your content with personalized text.

Find out more about setting up tokens to personalize:

Images and videos

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We also offer these training videos as part of our onboarding:

Introduction to Personalization in Turtl
Setting up a Turtl Doc for Personalization

An Introduction for Personalizers

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