This document sets out the functionality of the Turtl product for use in customer licenses.
Please note that the Turtl product is being continually evolved and, as such, features will be added and / or deprecated from time to time. The Turtl feature set is broad, so the below is intended as an outline only. If you would like more information on any aspect of the solution, please speak to your usual Turtl contact or send a message to info@turtl.co.
Turtl is a cloud-based Software-as-a-Service product which allows customers to create and distribute high-quality online documents and monitor their performance over time.
Documents created in Turtl are referred to as “Turtl Docs” and are rendered in Turtl’s proprietary Surf and Immerse reading format. This format is based on psychological research regarding optimal human reading behavior. A “Published Turtl Doc” is a Turtl Doc that no longer sits in draft format.
Published Turtl Docs are rendered as HTML5 webpages and are accessed by readers through a compatible web browser. Navigation is accomplished by moving through Surf pages until a topic of interest is identified, at which point a “Read on” button can be clicked to access an Immerse level where further information and interactive elements can be found.
General features:
Surf page features:
Immerse page features:
Back cover features:
Turtl provides tools to allow control over who can read each Published Turtl Doc. The following options are available:
Turtl provides an interactive HTML5 web application for creating Turtl Docs which is hosted and served by Turtl. The following are provided:
General features:
Surf page features:
Immerse page features:
Immerse page text editor features:
Back cover features:
Turtl allows users with the necessary permissions to personalize Turtl Docs by adding tokens and rules to pages and defining data sources to create dynamic content.
Personalization tokens specify the text, images, videos, or tables that are replaced during the personalization process. There is no limit on the number of tokens used to configure Turtl Docs.
Adding rules to pages determines whether a page/ section/ block is included.
The data points required to personalize a Turtl Doc can use one of the following sources:
The service generates personalized Turtl Docs, it does not cover the distribution of files by email or marketing automation platforms.
Forms display with styling to reflect the customer Brand Theme as the default. Professional services support is available for more complex styling and branding requirements.
Personalization using a direct connection to customer CRM or reporting databases (via native integrations or the Turtl API) may require professional services support. Professional services support is assessed on a case-by-case basis.
Each personalized Published Turtl Doc collects its own set of analytics and all personalized versions of a given Published Turtl Doc will update their content elements automatically to reflect any changes made to the source Turtl Doc.
Turtl provides tools to assist with publishing to popular online channels.
Email tools:
Website tools:
Social tools:
Other:
Turtl provides a complete set of analysis tools across three different types of reporting dashboard whose functionality is described below:
Company dashboard:
Doc dashboard:
Reader dashboard: †
General functionality:
Turtl integrates with a number of popular CRMs. While each integration differs slightly, the following broad functionality is generally available for each:
Forms:
Link tracking:
Auto tracking:
Users can be approved by Turtl staff or the customer. The following authentication methods are available:
SSO:
Email and password:
The following license types, Additional Permissions and Roles are available subject to the agreed terms and pricing stated in the license agreement:
License types
Full User
A Full User is a User Subscription that can be assigned Global Admin, Admin and Brand Manager permissions and any Roles.
Limited User
A Limited User is a User Subscription that can be assigned the Integrations Manager permission and access to Reviewer, Analyst and Personalizer Roles in a Workspace.
Additional permissions
Additional Permissions are available for users that need to manage specific functionality within a Team which are as follows:
Global Admin
A Global Admin has access to all Workspaces and analytics dashboards and to all functions within a Team including adding other users, and creating, managing and publishing new Turtl Docs.
They can:
NB: this additional permisson is only accessible upon request. To avail yourself of this additional permission please speak with your account manager or customer success manager.
Admin
An Admin user manages an entire Workspace and has access to all functions within a Team including adding other users and creating, managing and publishing new Turtl Docs.
They can:
Brand Manager
A Brand Manager manages the branding within a Team.
They can:
Integrations Manager
An Integrations Manager manages the integrations within a Team.
They can:
Roles
Owner
An Owner manages an entire Workspace and has access to all Turtl Doc functions including creating, managing and publishing new Turtl Docs. They can:
Publisher
A Publisher is a member of a Workspace who can create, manage and publish Turtl Docs as well as Workspace templates. They can:
Editor
An Editor is a member of a Workspace who can create and manage Turtl Docs but cannot publish them to live. They can:
Personalizer *
A Personalizer is a member of a Workspace who can take existing Turtl Docs and quickly personalize them prior to sharing with a target recipient. They can:
Analyst
An Analyst can:
Reviewer
A Reviewer can:
Turtl organizes Turtl Docs into workspaces – distinct groupings of content within your Turtl instance. Each workspace contains its own set of users plus roles, Turtl Docs and other features. Turtl Docs can be moved between workspaces and users can belong to one or more workspaces.
Turtl is designed for use with modern browsers. The following browsers are officially supported for the following functionalities:
Supported browsers, November 2020:
Reading:
All other functions:
Turtl Docs are limited to a maximum size of 5MB each, exclusive of images, videos and other media in order to ensure fast loading times across all device types and network conditions. This equates to about 600 pages of content per Doc. If larger Docs are required, it is possible to join several together using the “Included Doc” functionality.
Additional Permissions – Authorized Users that need to manage specific functionality within a Tenant, subject to the type of User Subscription purchased.
Admin – an Additional Permission that manages an entire Workspace and has access to all functions on the Tenant including adding other users and creating, managing and publishing new Turtl Docs.
Analyst – a limited Role that can only view and share Turtl Docs; view and export analytics; and leave, reply to and resolve comments.
Authorized User – those employees, agents and independent contractors of the customer who are authorized by the customer to use the services.
Brand Manager – an Additional Permission that manages the branding on the Tenant.
Editor – a member of a Workspace who can create and manage Turtl Docs but cannot publish them to live.
Full User – a User Subscription that can be assigned Global Admin, Admin and Brand Manager permissions and any Roles.
Global Admin – an Additional Permission that has access to all Workspaces and analytics dashboards and to all functions on the Tenant including adding other users, and creating, managing and publishing new Turtl Docs
Immerse Page – contains the main content of a Turtl Doc and forms the body of a given section. Readers navigate from the Surf Page to the Immerse Page.
Integrations Manager – an Additional Permission that manages the integrations on the Tenant.
Limited User – a User Subscription that can be assigned the Integrations Manager permission and access to Reviewer, Analyst and Personalizer Roles in a Workspace.
Owner – a Role that manages an entire Workspace and has access to all Turtl Doc functions including creating, managing and publishing new Turtl Docs.
Personalizer – a member of a Workspace who can take existing Turtl Docs and quickly personalize them prior to sharing with a target recipient.
Published Turtl Doc – a Turtl Doc that no longer sits in draft format.
Publisher – a member of a Workspace who can create, manage and publish Turtl Docs as well as Workspace templates.
Reader – readers of Turtl Docs, ie employees, clients, customers or prospective customers to whom links to Turtl Docs are distributed by the customer.
Reviewer – a limited Role that can only view and share Turtl Docs and
leave, reply to and resolve comments.
Roles – a role controls the level of access and responsibilities that an Authorized User is given in a Workspace subject to the User Subscription purchased by the customer.
Surf Page – a page within a Turtl Doc that introduces a section of content and takes the Reader to the corresponding Immerse Pages.
Team(s) – a space within a Tenant where Authorized Users can create and store their Workspaces and Turtl Docs. Authorized Users can be members of multiple Teams on a Tenant and can easily switch between the Teams they have access to.
Tenant – the dedicated log in page for Authorized Users to access the services and Teams they have access to.
Turtl Doc – the electronic document created by Authorized Users in the course of using the services, which may include, text, images and/or videos and the primary purpose of which is to promote the goods and/or services of the customer.
User Subscription – the full or limited user subscriptions purchased by the customer which entitle Authorized Users to select Additional Permissions and their Role, subject to the type of user subscription purchased, and to access and use the services.
Workspace(s) – workspaces sit within a Team and are folders containing Turtl Docs that an Authorized User wants to group together.
