• Setup
    • Activating Personyze
    • Set up a single sign-on
    • Data structure
    • Data Collection and Privacy Control
  • Integrations
    • Data structure
    • Data synchronization (Product/Content/Users)
    • ABM Data Providers
    • Customer Data Platform (CDP)
    • CRM
    • CMS
  • Campaigns Setup
    • Campaigns Wizards
    • Targeting rules and logic
    • Personalization Actions
    • Product/Content Recommendations
    • Campaign QA
  • Analytics
  • API
    • REST API
    • Personyze SDK for mobile devices
Menu
  • Setup
    • Activating Personyze
    • Set up a single sign-on
    • Data structure
    • Data Collection and Privacy Control
  • Integrations
    • Data structure
    • Data synchronization (Product/Content/Users)
    • ABM Data Providers
    • Customer Data Platform (CDP)
    • CRM
    • CMS
  • Campaigns Setup
    • Campaigns Wizards
    • Targeting rules and logic
    • Personalization Actions
    • Product/Content Recommendations
    • Campaign QA
  • Analytics
  • API
    • REST API
    • Personyze SDK for mobile devices
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Your Guide to Personalization with Personyze

Set Up Personyze to work on your site

  • Activating Personyze On Your Site

    See how to install Personyze tag on your site using embed code or Google tag manager

  • Display Content in Popups/placeholders

    Learn how to set Personyze to show campaign content in a placeholder (embedded content) or as popups

  • How to use TEST mode to QA campaigns

    Learn how to use Personyze TEST mode (sandbox) to preview campaigns before publishing them to all visitors

  • GDPR & Opt-Out Visitors from Tracking

    Learn how to use Personzye GDPR compliance settings

  • Set up a single sign-on (SSO) client

    Setting your Personyze account to work with your SSO provider for a more secure and efficient user management

How To Set Up a New Personalization Campaign

  • Site Content Targeting

    How to deliver targeted messages, promotions and content based on 70+ user attributes

  • Product Recommendations 

    How to show personalized products recommendation across the site utilizing visitors’ personal data combined with contextual recommendations and predictions based on crowd data from other visitors

  • Content Recommendations 

    How to show personalized content recommendation across the site utilizing visitors’ personal data combined with contextual recommendations and predictions based on crowd data from other visitors

  • Account based / CRM targeting

    How to target high-value accounts based on CRM data such as account type, product interests, or stage in the funnel, or data from third-party sources such as industry, company size, or revenue

  • Social Proof

    How to boost confidence with various social proof widgets to encourage visitors to engage or buy, by showing that others like them did.

  • Open-Time Email Recommendations for your existing email templates

    How to embed Personyze’s recommendations into your existing third-party email templates

  • A/B testing

    How to A/B test anything from design ideas with the WYSIWYG Editor, to new promotions using our Banner & Popup Builder, different recommendation algorithms, or email types

  • Email Personalization

    How to send automated, personalized, and targeted emails that includes dynamic content and AI generated recommendations.

  • Content recommendations using client-side API JSON

    How to use Personyze client side JSON API, allows you to programmatically access Personyze recommendations by reading a JSON variable containing a set of personalized content recommendations

  • Product recommendations using client-side API JSON

    How to use Personyze client side JSON API, allows you to programmatically access Personyze recommendations by reading a JSON variable containing a set of personalized content recommendations

Performance report

  • Personyze analytics metrics

    An overview of analytics metrics available in Personyze dashboard, form how to read banners performance to email performance

  • GOOGLE ANALYTICS

    GOOGLE ANALYTICS

    Reporting campaign performance to Google Analytics

  • Recommendation raw data

    See the recommendations data that Personyze use as a starting point when recommending items to visitors

API libraries and documentations

  • REST API

    Get started with Personyze API , the way for third-party applications to access Personyze account for automation and data exchange.

  • Personyze SDK for mobile devices

    Personzye SDK libraries for Android and iOS applications

Data Onboarding and Tracking

  • Uploading Past/Offline Transactions for Product Recommendations

    See how you can upload past or offline transactions helps to enhance your recommendations and leverage transactional data from physical stores where customers can see the goods and consult with floor representatives.

  • Setting tracking for product Interaction Event (view/add to cart/purchase )

    See how to set Personyze to track whenever visitors interact with a product/article/video, and what type of interaction they’re having. This is crucial for Personyze to generate meaningful recommendations

  • Adding New User Profile Data Fields (ABM & CRM Targeting)

    See how to add a new user attribute or “profile field”, this will become available for targeting. For instance, when you add the date that a user created their account so you can target based on account one date

  •  Grab Visitor Attributes from Site Containers

    See how to set Personyze to grab visitor session data, such as cart value, number of items in the cart, visitor email, account value, etc., from your site. Once Personyze has extracted the information from the predefined element, it is become available for segmentation as every other visitor characteristic

  • Interests for Recommendations

    Learn how to set interest data. We define ‘Interests’ as the broad categories that visitors find stimulating and desirable. And we use multiple ‘interests’ to match them with the most accurate recommendations possible. One advantage of ‘Interests’ is that it is not as narrow and restricting as products.

  • CRM Integration

    See how you can integrate your CRM data for better segmantion and enriching user dynamic variable for your creative

  • Edit Recommendation sets

    See how you can view the data behind the recommendations, such as what products are frequently bought together or viewed togethe and how you can edit the data to remove recommendations that you don’t want to show

  • Setting Custom Goals Tracking 

    See how to set tracking for your site conversions goals uch as downloading a map, printing a coupon, filling a form, solving a problem through the support pages; anything that creates profit, increases the likeliness of generating profit, or increases engagement.

Personyze integrations

  •  GOOGLE TAG MANAGER

    GOOGLE TAG MANAGER

    Use GTM to run Personyze on your site and to integrate your GTM DataLayer into Personyze

  • GOOGLE ANALYTICS

    GOOGLE ANALYTICS

    Personyze is automatically reporting campaign performance to Google Analytics, by default, out-of-the-box. See how to read the data and how to turn this off if you wish

  • Segment

    Segment

    Personyze is a destination in Segment, and so can receive any data you may have routed through segment, for targeting and recommendations.

  • Pardot

    Pardot

    Import all Pardot customer variables for use in targeting and personalization, such as account type, stage in funnel, or any variable you use to track your customers and leads.

  • Tealium

    Tealium

    Supports all Tealium audiences and badges data, you can select in targeting UI Tealium audiences synyicng in realtime from your Tealium account.

  • Hubspot

    Hubspot

    Import all Hubspot customer variables for use in targeting and personalization, such as account type, stage in funnel, or any variable you use to track your customers and leads.

  • Leadfeeder

    Leadfeeder

    Supports all Leadfeeder ABM data such as company name, industry, account type, or any variable available for targeting and personalization.

  • Albacross

    Albacross

    Supports all Albacross third-party data such as company name, industry, account type, or any variable available for targeting and personalization.

  • Clearbit

    Clearbit

    Clearbit third-party ABM data such as company name, industry, account type, or any variable available for targeting and personalization.

  • Zoho

    Zoho

    Import all Zoho customer variables for use in targeting and personalization, such as account type, stage in funnel, or any variable you use to track your customers and leads.

  • ZoomInfo

    ZoomInfo

    ZoomInfo third-party ABM data such as company name, industry, account type, or any variable available for targeting and personalization.

  • Wordpress plugin

    WordPress plugin

    Personyze’s website personalization plugin for WordPress allows you to easily implement the Personyze tag, which is all that’s required to make Personyze operational on a WordPress site, and also to skip several steps normally necessary to set up product recommendations for WooCommerce.