Note: This feature is available if you have purchased the Personalization module and are on a Professional or Unlimited plan.
This article provides an overview of how to set up page and chapter personalization within a Turtl Doc - we call this setting up page 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 page rules
What are page rules?
Page rules allow you to control when a page is shown in a personalized Turtl Doc. Page rules allow you to control this and choose which chapters or pages to show under certain conditions.
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 page rules
When setting up page 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 page rules
Go back to the editor and add your page rules
1. Plan
Before you get started with page 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 page rules to allow a sales rep to:
1. Choose which role-specific chapters to include (Surf page personalization):
Turtl for Marketers
Turtl for Salespeople
Turtl for People Teams
Turtl for Internal Comms
2. Choose which case study pages to include (Immerse page personalization):
Technology
Financial Services
Professional Services
Insurance
Four chapters ready for Surf page personalization
Four pages ready for Immerse 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 content personalization (this allows my personalizers to include multiple relevant chapters)
Dropdown field to support the case study page personalization (this allows my 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
Checkbox field ready to map to Immerse pages
3. Set up page rules: Chapters
Note: The rules you apply to Surf chapters will apply to every page within the chapter. For example, if you have 10 Immerse 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 page rules to (in this case we’ll start with our chapter on Turtl for Marketers), click on the personalization icon tab to the right of your page, select "If the following rules are met" and click "Add the first rule".
From there, build your rule. In this case, I want to show the "Turtl for Marketers" chapter when a personalizer selects the "Marketing" value within my 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 I can tick the value I want to connect to my chapter.
This is the benefit of setting up your personalization form before configuring page 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, I can repeat this logic for my other Surf chapters. Once that’s done, your page rule setup is complete.
4. Set up page rules: Immerse pages
When adding page rules to Immerse pages, you first need to put your pages into groups. You can include a single page in each group, or add multiple pages into a group and apply the same rules to all pages.
To create a group, click the three dots icon on your Immerse page and select "Split page group". The group will initially include any pages to the right of the initial page until you set up additional groups.
You can drag and drop pages into different page groups and change the order of pages within a group if needed.
Setting up four-page groups to enable four different page rules to be applied
When you’ve set up your page groups, click on the group title to set up your page rules. The page rule logic works in exactly the same way that it does on chapter pages.
In this case, I want to show the "Technology" case study page when a personalizer selects the "Technology" value within my 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 I can tick the value I want to connect to my chapter.
From there, I can repeat this logic for my other Immerse pages. Once that’s done, your page rule setup is complete.
Understanding page rule conditions
Let’s take a look at each of the available page 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.
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 pages will show in the personalized Doc as long as one of the rule conditions is met.
Next steps
Once you’ve added page 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.