Note: This feature is available if you have purchased the Personalization module. Please contact support if you want to upgrade your plan.
This article provides an overview of how to set up Content page and Chapter personalization within a Turtl Doc – we call this setting up display rules. This article is suitable for someone who already has a basic understanding of how to set up Turtl Docs for personalization including the concepts of personalization tokens and personalization forms. If you want to recap the basics, read our step-by-step guide for setting up a Doc for personalization.
Introduction to display rules
What are display rules?
Display rules let you choose which Chapters or pages show in a personalized Turtl Doc, based on conditions you set.
Why are they important?
The ability to show or hide specific pages when personalizing is useful for a variety of use cases. For example, you can personalize product brochures to only show product pages that are relevant to a target customer. Or, when a new employee starts at your company, their team can show and hide pages in their onboarding Doc to only show information relevant to their role and location.
How to set up display rules
When setting up display rules, we recommend doing things in a certain order to make the process as easy as possible:
Plan out how you'd like your page personalization to work.
Set up the personalization form fields which will control your display rules.
Go back to the editor and add your display rules.
1. Plan
Before you get started with display rules, consider how you want your page personalization to work. Do you want to allow personalizers to choose whole Chapters to include, or certain pages within a Chapter? How do you want these to be controlled within your personalization form?
In this example, we're setting up display rules to allow a sales rep to:
Choose which role-specific Chapters to include (Chapter personalization):
Turtl for Marketers
Turtl for Salespeople
Turtl for People Teams
Turtl for Internal Comms
Choose which case study pages to include (Content page personalization):
Technology
Financial Services
Professional Services
Insurance
Four Chapters ready for Chapter personalization
Four pages ready for Content page personalization
2. Create form fields
Dropdown or checkbox form fields work particularly well for page personalization as you can allow personalizers to quickly select from multiple options.
To support the example scenario, we'll use a:
Checkbox field to support the role-specific Chapter personalization (this allows our personalizers to include multiple relevant Chapters)
Dropdown field to support the case study Content page personalization (this allows our personalizers to include one relevant case study)
When creating a checkbox or dropdown field, you define an overall personalization token for the field, in this case, %roles% and %casestudy%. You then define additional personalization tokens for each value within the field.
Checkbox field ready to map to Chapters
Dropdown field ready to map to Content pages
3. Set up display rules: Chapters
Note: The rules you apply to Chapters will apply to every Content page within the Chapter. For example, if you have 10 Content pages within your Chapter and you apply a rule to the Chapter, all 10 pages will either be shown or not.
Find the Chapter you'd like to add display rules to (in this case we'll start with our Chapter on Turtl for Marketers). Click "Chapter settings" in the Title page editor, then click on "Display rules". Select "If the following rules are met" and click "Add first rule".
From there, build your rule. In this case, we want to show the "Turtl for Marketers" Chapter when a personalizer selects the "Marketing" value within our checkbox field. As we've already configured the checkbox token and values within the personalization form, the condition ("is one of") is automatically selected and we can check the value we want to connect to our Chapter.
This is the benefit of setting up your personalization form before configuring display rules. If you don't do things in this order, you'll need to ensure you match your token and value wording exactly when setting up your personalization form.
From there, we can repeat this logic for our other Chapters. Once that's done, your display rule setup is complete.
4. Set up display rules: Content pages
You can add display rules to Content pages or page groups by accessing "Settings" in the Content page editor.
Alternatively, you can add display rules through the three-dotted menu located at the top of the thumbnail for page groups and at the bottom of the thumbnail for individual pages.
Setting display rules for pages
Setting display rules from the page thumbnail menu
In this case, we want to show the "Technology" case study page when a personalizer selects the "Technology" value within our dropdown field. As we've already configured the dropdown token and values within the personalization form, the condition ("is one of") is automatically selected and we can check the value we want to connect to our Content page or page group.
The display rule logic works in exactly the same way that it does on Chapters.
From there, we can repeat this logic for our other Content pages. Once that's done, your display rule setup is complete.
Understanding display rule conditions
Let's take a look at each of the available display rule conditions and what they mean.
is equal to: Enter a single value. If the input or selection from the submitted personalization form matches this value the page will show in the personalized Doc.
is not equal to: Enter a single value. If the input or selection from the submitted personalization form is anything except this value the page will show in the personalized Doc.
includes: Use for multiple-choice fields such as checkboxes and choice. If one of the selections submitted in the personalization form matches the value in the rule the page will show in the personalized Doc.
is one of: Similar to "includes", but you can add more than one value, separated by a comma. Remember, if you've already built your personalization form you'll be able to select these values from a dropdown instead of adding them manually, just like in our previous example.
is not one of: Use for multiple-choice fields such as checkboxes and choice. If one of the selections submitted in the personalization form matches any of the values in the rule the page will not show in the personalized Doc. If you've already built your personalization form, you'll be able to select these values from a dropdown instead of adding them manually.
is known: Do not enter any value to the rule. The page will show in the personalized Doc if any value is entered in the personalization form for the token you're using.
is unknown: Do not enter any value to the rule. The page will show in the personalized Doc if no value is entered in the personalization form for the token you're using. Fields with a "Default" value are never unknown. See Display rules on the Base Doc and default values below.
You can add multiple rules to one page using the "AND" and "OR" options.
If using "AND", all of the conditions in your rules need to be met for the page to appear in the personalized Doc.
If using "OR", the page will show in the personalized Doc as long as one of the rule conditions is met.
Display rules on the Base Doc and default values
By default, display rules only apply to personalized Docs. They can also be applied to your Base Doc, so it works as a standalone Doc that shows a generic set of pages when it hasn't been personalized. To turn this on for a Doc, contact Turtl Support.
In the personalization form builder, you can give a field a "Default" value. A field with a "Default" value always counts as known, because it uses that value whenever no other value is entered. This applies to the Base Doc, and to personalized Docs where the field was left blank in the form.
This affects your display rules like this:
is unknown: A rule using a field with a "Default" value is never met, so the page won't show.
is known: A rule using a field with a "Default" value is always met, so the page will show.
is equal to and is one of: A rule that matches the field's "Default" value is always met on the Base Doc, and on personalized Docs where the field was left blank. The page will show in both cases.
For example, say your form has a "crm" field with the "Default" value "your CRM", which fills in generic wording on the Base Doc. A page with the rule crm is unknown won't show on the Base Doc, because crm always has the value "your CRM". A page with the rule crm is one of "your CRM" will always show on the Base Doc.
Tip: To control which pages show on the unpersonalized Base Doc, base your rule on a required form field with no "Default" value. The form can't be submitted with a required field empty, so that field is only unknown when the Doc hasn't been personalized. A rule like [field] is unknown is then only met on the Base Doc.
Notes:
Don't remove a "Default" value to fix a display rule. The "Default" value is what fills in generic wording on your Base Doc.
For a dropdown field, the "Default" value has to match the option's value exactly.
Check the rules on every page you want to show or hide on the Base Doc. A page whose rules only use fields with "Default" values can still show or hide on the Base Doc unexpectedly.
Next steps
Once you've added display rules to your Doc, you're ready to go! If you're not sure what step to take next, review our step-by-step guide for setting up a Doc for personalization from start to finish.
#personalisation #personalise
The personalization engine is protected by US patents.