NOTE: Use the following step-by-step guide with the screen capture at the bottom.
- Name the action.
- Add a description (optional).
- Put the action in category folder (optional).
- Connect to action groups (optional).
- Choose mailing list you would like to add the visitor to. You can add the visitor to as many mailing lists as you’d like.
- Choose mailing list you would like to remove this user from.
- Choose a page group to limit the action only to pages that belong to the group.
Assigning an appropriate response to each action’s performance.
At the bottom of every Personalization Action there is an ‘Alert’ feature. The Alert can:
- Send an email alerting that an action is underperforming,
- Automatically deactivate that action or audience when the visitor matches some audience( custom conditions are met).
- Or influence 3rd party apps via Webhook actions based on campaign performance.
- Tracking code and domains settings
- CRM Integration
- Add an Assistant account
- Grab Site Dynamic Data
- Facebook Connect Integration Action
- API / Advanced Integration
- Setting Personyze Recommendation engine
- Google Analytics Integration
- Sending data to Zapier.com via Webhook
- Cross Domain Tracking
- Cross-device visitor tracking
- Additional Assistance
- Get Code to Insert Recommendations Into Third-Party Emails Wizard