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How to create a batch of personalized Docs via File upload
How to create a batch of personalized Docs via File upload

Upload customer data via a .csv file to generate personalized documents at scale for marketing campaigns, ABM activity, and client reporting

Katy Smith avatar
Written by Katy Smith
Updated over a week ago

This article will guide you through the process of producing a set of personalized Turtl Docs in one go using our file upload personalization method (where you input a .csv file of data into Turtl in order to generate personalized content). If you’re not sure what "File upload" personalization is, read this article to learn about the different methods of personalization.

Before you can create personalized content, you need to have a completed Turtl Doc which is set up for personalization and includes a personalization form. We call this a master Doc. See this article on how to set up a Doc for personalization for more information.

In our example, we’ll be personalizing a Company Overview Turtl Doc in batches for several key companies so the sales team can use them within upcoming meetings.

Contents

1. Finalize the Master Doc

1. Ensure your Master Doc is completely finalized and ready for personalization. Your personalization form should be complete and matched up with any personalization tokens within the Doc.

In this example, there are six personalization fields within the Turtl Doc that we’ll be using to personalize content:

Doc title personalization:

  • Cname: Adding company name to the Doc title

Cover page personalization:

  • Logo: Adding company logo to the Doc’s cover page

  • Homepage: Adding company website screenshot to the Doc’s cover page

Chapter/page personalization:

  • Roles: Personalizing chapters specific to certain job roles

  • Industry: Personalizing the chapters of the Doc to be specific to certain job roles

  • Features: Personalizing the chapters of the Doc to be specific to certain job roles

2. Once your Master Doc is finalized, publish your Turtl Doc (if you haven’t already) and ensure personalization is turned on within the Doc’s settings.

You’ll be prompted to set this when publishing the Doc for the first time, or you can access the Doc settings at any time to turn this on.

You’ll want to choose the "People at my company" option for personalization via file upload.

Enabling personalization within the Doc’s settings

2. Export your file upload template from Turtl

Once you’ve set up your master Doc, download the file upload template from the Doc Viewer. This will download a .csv file which contains columns for each of the personalization tokens you’ve included within your personalization form. In this example, we have six columns.

How to access your file upload template

File upload template example

3. Prepare your file upload template

The next step is to fill in your file upload template.

  1. Each column represents a different personalization token.

  2. Each row will represent a different customer.

The information you add within each cell of your file upload template will depend on the type of personalization form field that’s being used for each personalization token.

For this example:

  1. The Cname token uses a single-line form field - we’ll add the customer’s name here.

  2. The Logo token uses the logo field - we’ll add the customer’s URL here.

  3. The Homepage token uses the homepage field - we’ll add the customer’s URL here.

  4. The Roles token uses a checkbox field - we’ll select the values for each relevant chapter we want to pull in.

  5. The Industry token uses a checkbox field - we’ll select the values for each relevant chapter we want to pull in.

  6. The Features token uses a checkbox field - we’ll select the values for each relevant chapter we want to pull in.

Note: Within the Roles checkbox for example, there are nine roles to choose from. Each of these roles has a unique Value within the personalization form (see image below).

These values are associated with different pages or chapters within the Turtl Doc. Within the file upload template, we’ll specify multiple values for each customer which will then enable the correct pages to be pulled in.

Values within the Checkbox field on the personalization form

Review the completed file upload template below to see an example of how the file would be prepared for this example Doc.

Notes:

When adding the customer’s URL for use in the homepage field, remove all information before the domain name e.g. use apple.com rather than www.apple.com.

When including multiple values within a cell (e.g. in Columns F and F), break up values with a comma. Include a space after each comma.

This method of personalization is limited to 5000 to 25000 personalizations per batch.

When you’ve finished preparing your file upload template file, save as a .csv.

4. Create personalized Docs in Turtl

  1. Go back to Turtl: Return to the File upload personalization step outlined in here.

  2. Upload: Continue with the workflow and import your .csv file.

  3. Map: Map the fields in your personalization form to the columns within your .csv.

  4. Finalize: Complete the remaining steps to create your personalized Docs.

Mapping the personalization tokens in your Turtl Doc to the values within the .csv

5. Preview your Personalized Docs

Once your personalizations have been generated, click on "Preview personalization". This presents all of your personalizations in one go. This is a useful dashboard to ensure that any cover page personalization has worked as expected - in this case the Customer Name, Logo, and Homepage personalization.

From here, dive into at least one full Doc to ensure that additional personalization (in this case chapter and page personalization) has worked as expected.

6. Share your personalized Docs

From the File upload personalization workflow in Step 5, you have the option to "Download Personalizations". This downloads a .csv file which contains information about each of your personalized Docs, including:

  1. Personalization ID: This is a unique ID for the personalization that appears within the Doc’s URL.

  2. Personalization URL: The full URL for the personalized Doc. Each personalization has a unique URL.

  3. Cover image: The link to the personalized Doc’s cover page image (.PNG).

  4. Teaser image: The link to the personalized Doc’s cover page teaser (.GIF).

How you distribute your Docs will depend on your specific use case and strategy. In this example, we’ll provide the sales team with the Personalization URLs so they can use the personalized Docs within their upcoming meetings.

#personalisation #personalise

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