Let’s start by looking at a basic use case, where a user submits a form on your landing page. This prompts the generation of a personalized Turtl Doc and this Doc gets sent to the person via email.
1. Set up your HubSpot integration
First of all, make sure you have a working integration with the correct HubSpot account. Then, visit the Integrations screen and click on Setup for Automation next to your HubSpot integration:
If you can't see this button, please reach out to your Customer Success Manager at Turtl. The setup process will work only on Turtl account at an Enterprise level. For more information contact your Customer Success Manager.
Once this setup process is completed, you should be able to see Turtl Personalized Docs as a new type of Object in your HubSpot account.
2. Prepare a Turtl Doc for personalization
Create a personalization form. Select the field you want to populate from external sources, and edit the 'Prefill value' field on the 'Basic' tab to:
$: datasources.crm.hubspot.getProperty('firstname') to insert the first name of the contact.
$: datasources.crm.hubspot.getProperty('lastname') to insert the last name of the contact.
$: datasources.crm.hubspot.getProperty('email') to insert the email of the contact.
Other properties related to contacts will be added shortly. Please contact your Customer Success Manager or firstname.lastname@example.org to find out what’s possible.
Whenever Turtl creates a personalization it can connect to a HubSpot contact, it will create a new Turtl Personalized Doc entry in your HubSpot instance. You can use these entries to trigger further workflows and send automated emails, for example.
3. Create a HubSpot form
In HubSpot, go to Marketing > Lead Capture > Forms to create a form.
4. Create a HubSpot workflow
Navigate to ‘Workflows’ and name your workflow. Click on ‘Set up triggers’ on the Actions tab.
Check ‘Form submission’ from the list of triggers. Then, select the form you created for this purpose, apply any other filters and save. The next action is sending a webhook:
Paste the ‘Automation URL’ found on the API tab of the Share screen of a Doc into the ‘Enter webhook URL’ field. This will let HubSpot know which Doc to personalize when the above trigger happens.
Hit ‘Save’, then publish the workflow.
This process simply means that the workflow is telling HubSpot to create a personalized Doc for the person who submitted the form.
5. Create a second workflow.
The trigger of this workflow is the generation of a Turtl Doc. The action that follows is sending an email with a personalized Turtl Doc for the user who submitted the form.
Click on the ‘Create workflow’ button. On the left-hand side, on the ‘Start from scratch’ tab, scroll down and click on the ‘Turtl Personalized Doc-based’ option and click ‘Next’.
Click on ‘Setup triggers’ and select ‘Turtl Personalized Doc’ filter.
You can then define which personalization triggers the workflow. You can filter by different fields on the personalized Doc; for example, you can select master Doc URL title or Doc ID.
As the Doc URL and title can change, we recommend using the Doc ID, which always remains the same.
Before creating the second action, we recommend creating an email. Go to Marketing > Email > Create Email and select a template.
Create an email as normal. To include the Personalized Doc URL token, go to the ‘Personalize’ button and select ‘Turtl Doc URL’ from the ‘Turtl Personalized Doc’ dropdown.
This token will insert the URL to the personalized Turtl Doc created for this user. After you finish composing your email, make sure you review and update it.
Now go back to your second workflow and create a new action - ‘Send email’:
Select the email you created in the previous step and save.
All done! These two workflows combined should take the user from having completed the form to receiving a personalized Turtl Doc via email in a matter of minutes.