Service Specification

Introduction

This document sets out the functionality of the Turtl product for use in customer licences.

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.

Features

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.

  1. Reading
  2. Reader access control *
  3. Authoring
  4. Publishing
  5. Analytics
  6. Integrations *
  7. User management *
  8. Roles *
  9. Content management
  10. Compatibility

* Denotes that this feature is only available in the Business and Enterprise editions
Denotes that aspects of this feature are only available in the Business and Enterprise editions
 

1. Reading

Documents created in Turtl are referred to as “Stories” and are rendered in Turtl’s proprietary Surf and Immerse reading format. This format is based on psychological research regarding optimal human reading behaviour.

Stories 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:

  1. Proprietary Surf and Immerse reading experience
  2. Page turn animation for desktop reading
  3. Page slide animation for mobile reading
  4. Automatically generated contents menu
  5. Social sharing tools on every page
  6. Full screen button (where supported)
  7. Download as PDF option
  8. Page numbering throughout
  9. Page turn animations on desktop (slide animations on mobile)

Surf page features:

  1. Image zoom effect on the cover page
  2. “Read on” button to access Immerse pages
  3. Heading and subheading text
  4. Brand-specific layout options
  5. Brand-specific colour options

Immerse page features:

  1. Flexible, column-based layouts
  2. Multi-column elements
  3. Brand-specific typography and styling
  4. Optional lead capture form
  5. Interactive elements, including:
    1. Polls
    2. Quotes
    3. Video
    4. Audio
    5. Maps
    6. Charts
    7. Hyperlinks

Back cover features:

  1. Sharing options
  2. Custom thank you message
  3. Custom contact details
  4. Optional sign-up form

2. Reader access control *

Turtl provides tools to allow control over who can read each Story. The following options are available:

  1. Public – anyone with the link can read
  2. Internal – anyone with a company SSO account can read
  3. Private – anyone with a Turtl account on the same Turtl instance can read
  4. Email and password – provide a custom list of emails and passwords for access

3. Authoring

Turtl provides an interactive HTML5 web application for creating Stories which is hosted and served by Turtl. The following are provided:

General features:

  1. Automatic and manual saving
  2. Mobile preview
  3. Toggle gridline visibility
  4. Toggle preview visibility
  5. Timeline for page management including:
    1. Copy
    2. Paste
    3. Delete
    4. Insert
    5. Drag and drop re-ordering

Surf page features:

  1. Set heading and subheading
  2. Select and crop image
    1. Direct upload
    2. Rights-free image bank
    3. Paste URL
    4. Customer library (where available)
  3. Select text layout
  4. Select text position
  5. Select text colour scheme

Immerse page features:

  1. Enable or disable Immerse page
  2. Show sign up form
  3. Set sign up form as optional or required
  4. Choose Immerse page style
  5. Choose Immerse page column count
  6. Drag and drop interface for controlling layout
  7. Snap to grid and column functionality

Immerse page text editor features:

  1. Custom rich text editor
  2. Common formatting options (bold, italic etc)
  3. Page and column breaks
  4. Apply brand-specific styles and colours
  5. Interactive elements, including:
    1. Polls
    2. Quotes
    3. Video
    4. Audio
    5. Maps
    6. Charts
    7. Hyperlinks

Back cover features:

  1. Set text
  2. Set contact details
  3. Toggle sign-up form visibility

4. Publishing

Turtl provides tools to assist with publishing to common online channels.

Email tools:

  1. Animated front cover animation in GIF format to be embedded in emails

Website tools:

  1. Static cover image
  2. Customisable embed code featuring:
    1. Animation on hover
    2. Colour options
    3. Option to open Story in lightbox or new tab
    4. Sizing options

Social tools:

  1. Auto-generated social cards for major networks
  2. Auto-generated short link

Other:

  1. Specify a custom URL for each Story

5. Analytics

Turtl provides a complete set of analysis tools across there different types of dashboard whose functionality is described below:

Company dashboard:

  1. Graph of reads and signups over time
  2. Counters for headline metrics
  3. Breakdown of reads by different variables
  4. List of the most read Stories with headline metrics
  5. List of known readers with headline metrics

Story dashboard:

  1. Graph of reads and signups over time
  2. Counters for headline metrics
  3. Breakdown of reads by different variables
  4. List of pages with key metrics
  5. List of interactive elements with key metrics
  6. List of known readers with headline metrics
  7. Raw data download option

Reader dashboard *:

  1. Graph of reads and signups over time
  2. Counters for headline metrics
  3. Breakdown of reads by different variables
  4. List of pages with key metrics
  5. List of interactive elements with key metrics

General functionality:

  1. Filter dashboards by:
    1. Time
    2. Source
    3. Device type
    4. Location
    5. UTM tokens
  2. Download XLS data

6. Integrations *

Turtl integrates with a number of popular CRMs. While each integration differs slightly, the following broad functionality is generally available for each:

Forms:

  1. Replace Turtl sign-up forms with CRM forms
  2. Capture leads directly into customer’s CRM
  3. Track readers as individuals once they have completed a form

Link tracking:

  1. Send out tracking links via CRM email
  2. Track readers as individuals once they have follow a tracked link

Auto tracking:

  1. Track readers as individuals if known to the CRM by cookie

7. User management *

Users can be provisions by Turtl staff or the customer. The following authentication options are available:

SSO:

  1. 0 via customers own IDP

Email and password:

  1. Set minimum length
  2. Set maximum length
  3. Set require an uppercase character
  4. Set require a lowercase character
  5. Set require a special character
  6. Set require different from last n passwords
  7. Set max password age

8. Roles *

Turtl uses Role-based Access Control (RBAC). The following roles are available:

Viewer:

  1. View Stories
  2. View analytics

Editor:

  1. View Stories
  2. View analytics
  3. Edit Stories
  4. Move Stories
  5. Label Stories

Admin:

  1. View Stories
  2. View analytics
  3. Edit Stories
  4. Move Stories
  5. Label Stories
  6. Manage users
  7. Manage advanced features

9. Content management

Turtl organises Stories into Companies – distinct groupings of content within your Turtl instance. Each Company contains its own set of Users plus roles, Stories, settings, branding and other features. Stories can be moved between Companies and Users can belong to one or more Companies.

10. Compatibility

Turtl is designed for use with modern browsers. The following browsers are officially supported for the following functionalities:

Reading:

  1. Google Chrome – last three major versions
  2. Mozilla Firefox – last three major versions
  3. Microsoft Internet Explorer – version 10+
  4. Apple Safari – version 12+
  5. Apple Mobile Safari – latest version

All other functions:

  1. Google Chrome – last three major versions
  2. Mozilla Firefox – last three major versions