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Personalization Engine
Introduction to Personalization Engine
Different ways you can personalize your Turtl Docs
Different ways you can personalize your Turtl Docs

Learn the how to personalize via internal form, reader form, file upload and client database

Nastja Sodin avatar
Written by Nastja Sodin
Updated over a week ago

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

Once a Turtl Doc has been set up for personalization, certain roles can create personalizations. Read about different roles in our support article here.

Let’s look at the four different types of personalization Turtl offers, what their benefits are, and common use-cases of each.

  • Self-service personalization via internal form

  • Batch personalization via file upload

  • Public personalization via reader form

  • API personalization via client database

Self-service personalization via internal form

This option is useful when you want to manually create a small number of personalizations at a time and either you have some information on your target audience (e.g. their name, job role, interests etc.) or you can gather information about a client in conversation and personalize the Doc on the fly – for example, during an interview.

Example 1: You work in sales and want to create a personalized Doc for your meeting with potential customers, carrying their company name, logo and other branding.

Example 2: Your recruitment team is sending out personalized information packs to interviewees, whose names are featured on the cover, and that contain only the chapters relevant to their job role, location and similar.


Batch personalization via file upload (.csv)

Personalization via file upload is a version of personalization which allows you to create personalizations in batches.

This type of personalization is useful when you want to create a large number of personalizations at a time (up to 25,000) and send them simultaneously to a large number of recipients via your email automation platform or your CRM.

After Batch personalization creates all the personalized Docs, you can download the CSV file which will additionally contain columns with the personalization URL, the animated and the static cover image of the personalized Doc.

These additional CSV columns can be used to automatically send personalized Docs from your CRM or email automation platform.


Public personalization via reader form

This is also similar to personalization with internal forms - the difference is you’re putting the decisions in the hands of the reader, allowing anyone (e.g. customers, prospects) to personalize their own Doc without a Turtl license.

This method of public personalization is great if you don't know enough about the reader in order to personalize the content for them, but want to deliver tailored, relevant content. The information gathered can be further utilized to inform business decisions.

Different customization options allow you to create an interactive, engaging experience, e.g. in the form of a quiz.

A good example is a product brochure for cars. A prospect selects a type of vehicle they are interested in, the brand, the price they are willing to pay, their location, etc. After submitting the form, they’re presented only with cars they are interested in, that are within their budgets, and with contact details of the nearest car dealer.

Furthermore, the business can gain insights into what types of cars people are looking for and what is the price they are willing to pay.


API personalization via client database

Personalization via a client database allows you to scale the personalization process on a whole different level.

It allows you to automatically generate personalized Turtl Docs based on the data that lives within your CRM, and push these personalizations back into the CRM via Turtl’s API.

The benefit of this type of personalization is that customers already collect all the user information in their CRM and using this data for personalization can save time and money since it’s all in one place.

Once the Turtl Doc is ready, marketing and sales teams don’t need to go into it – they can set triggers for when the Doc should be personalized and to whom it should be sent through the CRM.

Example: The client has a HubSpot form on their website. A random user fills out that form and, based on the data added to the form, we can automatically create a personalized Turtl Doc for them, and send the personalized doc to their email.


Please note that setting up the automated personalization may require considerable technical knowledge and/or support from Turtl’s professional services.

Next steps

Watch the video An introduction to personalization or start setting up a Doc for personalization.

#personalization #personalize

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