Personalized Re-Targeting Emails

Setting Personalized Re-Targeting Emails

UI Path: New Campaign > Email Wizards

What Are Personalized Re-Targeting Emails?

When you send personalized re-targeting emails using Personyze, you are sending emails to users which include personalized elements, primarily recommendations, but also dynamic personyze variables. You also have the ability to trigger certain emails only for visitors who engage in very specific behaviors on the site.

There Are 4 Types of Email Campaigns:

  1. Automated Content, no Recommendations

    You can still style this email’s design, but the products or content are dynamically added from the visitor’s interactions with the site. The most common example is an abandoned cart email, where the items are what the user left in the cart (not dynamically generated recommendations).

  2. Automated Content, Recommendations

    This is a remarketing email where we recommend products that the visitor likely to buy, based on cross-sale or other algorithms. For example, users who bought item A also bought item B. This can be either emails broadcasted from our system, or you can insert our automated recommendations into your existing third-party emails using the

  3. Manual Content

    This is targeted email, where you send a specific design and content to a specific user segment, based on something being tracked by Personyze, such as behavior on site. This can include dynamic variables, like the user’s name or company.

  4. Embed Recommendations in Third-Party Emails

    This is when you want to insert our dynamically generated recommendations into your third-party emails, using our embed code that will load the recommendations whenever a user opens the email (Some HTML required). Since we are not controlling the timing of your third-party email campaigns (unless you have set it up to do so via webhook action), we won’t be triggering the send, and you can use more simple targeting and more simple recommendations that are not time-dependent.

Email Settings

When you send emails from Personyze, by default we use Amazon SES for sending (to use another provider, contact us). You can set up your own Amazon SES and manage your reputation, or we can set it for you. If you are sending more than 200 emails per day or 600 per month, contact us.

Every email you send from Personyze comes by default with unsubscribe links. One link leads to “No More Emails”, and the other to No More of This Type of Email”. To set your own unsubscribe(s), contact your account manager.

Protection from Over-Reaching

To avoid over-contacting, there are methods for limiting your emails.

You can set a maximum number of emails that a user can get from a campaign type. So, you can set for instance:

  • From all my recommendations campaigns, each visitor can get up to 5 re-marketing emails a month, but for those triggered by transaction campaigns, up to 200 (or no limit).

You can also set the system to auto-shutdown campaigns if the unsubscribe rate is high, or view rate is low, or click rate is low, etc.

In the campaign settings, you can also set your email campaign to stop sending if they already received this email, or if they clicked on it.


You can set Personyze to display statistics for your emails in your dashboard, and also send regular reports on their performance to your email. All type of email you get to sent/view/click /and bought after they got the email.. you can also view the email content that was sent.

in get code email, you have all stat beside the number of sents because we are not sending it

Setting a Targeted Email Campaign

Setting up an email campaign in Personyze, using our targeting rules which include many parameters, ranging from behavior on site to weather, referral, CRM characteristics, and much more.

After you set your email content, which can be accomplished by using our templates or building or inserting your own, you can also QA the campaign by adding the email of users you want to receive the email, and for to arrive in your email inbox.

Setting Email Recommendations

The targeting aspect of emails is accomplished using targeting rules that limit who your emails are sent to, using Personyze’s 70+ targeting parameters.

For instance, for an abandoned cart email campaign, you can set your targeting to send only if cart value is less than $100, and the person also left products in their cart. Adding these extra targeting parameters can make your email marketing more effective, and increase your open rate.

Next, you’ll choose the style and algorithm for your recommendations, just as you would if they were being embedded on the page, and select where to place them in the email.

When you’re ready to QA, Personyze will automatically add 3-4 items for testing.

Setting Get Code Emails

Get code emails consist of recommendations ONLY which are embedded into your already existing third-party emails using the HTML embed code. Use the Embed Emails Campaign Wizard for this purpose.

In the wizard, you will select your algorithm, as well as look and feel of the recommendations, just as you would if they were going on the site.

Then, you will get the HTML embed code to add to your email. This will require setting your email provider to dynamically insert the correct user email into the HTML code on their end. Then, when the visitor opens their email, the recommendation images will be dynamically loaded into the email, based on the algorithm you choose, and what were their most recent interests.

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