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 firstname.lastname@example.org.
What are data sources?
Data sources are a way of pulling data from external systems into personalization forms. These external systems could either be CRMs like HubSpot, Marketo, Salesforce, or query parameters from the URL.
External CRMs can also create personalized Docs on their own through an automation URL.
You can access your Turtl Doc's automation URL by clicking on 'Share' and copying it from the API tab.
If you can't see it, please contact your customer success manager or reach out to email@example.com.
Every Doc has a unique automation URL. Even if you just open the automation URL in a browser, it will create a personalization using only default values.
This automation URL
can be used to create personalizations from different data sources:
Query parameters in the URL
HubSpot contact properties
Marketo lead properties
Salesforce lead properties
The automation URL can be opened directly in a browser, which represents a GET request in HTTP terms, but it can also be called from your CRM via a POST request.
The difference is technical, as our servers will respond differently to POST requests and send back a JSON response with all the relevant information about the newly created personalization.