How it works

Configuring your integration and embedding forms

Setting up your CMS integration

Turtl integrates with CRM systems to identify known readers and show individualized analytics. Each integration solution is bespoke, and we work closely with you to set up a personalized solution.

IT integration, or systems integration, is the connection of data, applications, APIs, and devices across your IT organization to be more efficient, productive, and agile.

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Step 1: Identifying the reader

We need to identify the reader. This comes from either a personalized URL, a form being filled out, or a cookie on a reader's computer.

Step 2: Storing identification

Turtl stores a pseudonymized ID (a long string of numbers and letters) associated with that reader.

Step 3: Sending information to the CRM

The personal information is imported into the CRM along with the reader's ID.

Step 4: Retrieving data

When you want to access your known readers in Doc analytics, Turtl asks the CRM for the name and email associated with that ID and displays it in Turtl (we store this data for faster loading).

Current integrations

Check out support.turtl.co for information on our current integrations and how to get them set up.

In general, setting up an integration requires a user name, password, or API key and this will give Turtl access to the name and email of readers inside your CRM.

Embedding forms

Embedding forms allows you to capture sign-ups directly into your CRM. Doing so replaces the default Turtl capture form with your custom CRM form. The set-up is simple, and your CSM can guide you through the process.

A quick overview:

You build your form in your CRM
The form must direct to a thank you page
Turtl adds a small bit of code onto your form
Turtl can't see any information that is entered in the form
Integration is not needed to start sending your leads to your CRM

Creating your form

Forms work best when there is little to no styling when created. This helps as we won't have to remove styling and then add it again.

What does that bit of code do?

The code is so that we can make sure the form is styled correctly and to be able to detect when the form has been submitted. Since adding a custom form uses iframes, Turtl has no access to any data submitted through the form, and the information is passed directly to the designated CRM.