This article is designed for content creators who are setting up a Turtl Doc for personalization for the first time. This won’t cover every possible option with personalization, but it will give you a grounding in how the process works and what to consider. You can then advance and build on this to suit your particular use case.

Example scenario: In this example, we’ll be walking through how to set up a proposal for personalization by a sales team. The sales team will be logging-in to Turtl to personalize proposals on the fly to support customer conversations.

Before you dive into setting up your Doc for personalization, ensure you’re clear on the following:

Video walkthrough: Setting up a doc for personalization

The next step is to create your Turtl Doc as you usually would - this will be your "Master Doc" which all personalizations will be connected to. Your Master Doc should include content to suit every personalizable variable. For example, if you have five case studies for different industries that you want to personalize for each customer, include all five case studies within your Master Doc.

In our example, we’ll be setting up our proposal to include the below chapters:

The proposal will be set up to allow the sales rep to personalize:

Video walkthrough: Preparing the Master Doc

Once you’ve set up your Master Doc, the next step is to add personalization tokens. Personalization tokens allow generic content such as text and images to be replaced with personalized content.

In our example, we’ll be using personalization tokens to personalize:

Video walkthrough: Adding personalization tokens

The next step is to set up your personalization form. A personalization form is required for every method of personalization. In our example, the form will be used by the sales team to create a personalized proposal.

Forms are made up of a collection of form fields. Each of the personalization tokens which we added in the previous step require a corresponding form field. Different field types will be used for the different types of information we’re looking to personalize.

We’ll set up our personalization form prior to setting up page rules which are used to specify how whole pages and chapters are personalized - more on that shortly.

In our personalization form, we’ll be using the following fields:

Video walkthrough: Setting up the personalization form

The next step is to set up page rules that determine how chapters or pages should be pulled in when certain values are chosen within the personalization form. In this example, we’re setting up page rules to allow a sales rep to personalize:

To do that, we need to tell the personalization form which pages within the Doc should be pulled in when each of the values above are chosen. E.g. we need to tell the personalization form to pull in the "Technology" case study when "Technology" is chosen within the dropdown.

Video walkthrough: Adding page rules

Congratulations, it’s time to publish your Doc! When publishing your Master Doc, you’ll have the option to choose who has access to personalize content e.g. you can choose whether the form should be internal-facing or public-facing. In this example, we’ll configure the settings so that only the internal sales team have permission to create personalizations.

You can make edits at any time to your Master Doc (maybe fixing a typo or updating product information).

When you’re ready to re-publish, any amendments appear instantly on the same URL. Any existing personalized versions of the Doc will automatically update too, giving your team the confidence that they’re working with the latest and greatest.

You can also make edits to specific personalizations from within Turtl. Simply find the personalization in Turtl and choose ‘Edit Personalization’. This allows you to manually adjust the information within the personalization form.

Video walkthrough: Publishing your Doc

Now your Doc is published, your sales team can get started with creating personalized content using the form you’ve created. Any personalizations created are tied to the Master Doc and will update automatically if you make any changes to the Master Doc.

Once a proposal is created, it’s time to share it to start gathering performance data. Each piece of personalized content has ready-made sharing assets for email (an easy-to-copy GIF!) and social media which your team can use when distributing content.

You can start analyzing content performance as soon as you get your first Read on any of your personalizations (this declares your Master Doc "Active"). The Doc Dashboard summarizes the performance data of your Master Doc and all of its personalized derivatives.

Use this to analyze the performance of the proposal as a whole, reviewing the bounce rate, page performance, interactions, and more as a starting point. Use this information to make optimizations to your Master Doc. Each time you republish, we’ll timestamp the analytics so you can compare performance before and after tweaks.

Once your sales team have created personalization versions of the proposal, they can review the performance of each specific personalization when they log into Turtl. This granular engagement data gives them a strong indication of the intent of particular contacts or accounts, helping to prioritize follow-up activities. Sales teams can also personalize their follow-up conversations based on where readers have spent time within the Doc.

Video walkthrough: Personalizing, sharing, and analyzing your proposal

And that’s that. Hopefully, that’s given you an overview of the end-to-end process of setting up a Turtl Doc for personalization.

If you’d like more inspiration on how you can use personalization to supercharge your content strategy, have a read of our collection of articles here.

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