• 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
GET STARTED
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Your Guide to Personalization with Personyze

Set Up Personyze to work on your site

Setup
  • Activating Personyze On Your Site

    Install the Personyze tag via embed code or Google Tag Manager.

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  • Display Content in Popups or Placeholders

    Show campaign content as embedded placeholders or as popups.

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  • How to use TEST Mode to QA Campaigns

    Preview changes safely before publishing to all visitors.

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  • GDPR & Opt-Out Visitors from Tracking

    Use Personyze GDPR settings and add opt-out options.

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  • Set Up a Single Sign-On (SSO) Client

    Connect your SSO provider for secure and efficient user management.

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How To Set Up a New Personalization Campaign

Wizards
  • Site Content Targeting

    Deliver messages and content based on 70+ user attributes.

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  • Product Recommendations

    Use personal data + context + crowd signals to recommend items.

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  • Content Recommendations

    Personalize articles, videos, and other content across the site.

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  • Account Based / CRM Targeting

    Target high-value accounts using CRM and firmographic data.

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  • Social Proof

    Boost confidence with recent activity and popularity widgets.

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  • Email Personalization

    Send automated, personalized emails with dynamic content and AI recs.

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  • Web Push Notifications

    Send opt-in browser push—targeted by behavior, segments, and timing.

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  • Open-Time Email Recommendations for Your Existing Email Templates

    Embed real-time recommendations into third-party templates.

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  • Mobile App Product Recommendations

    Integrate Personyze recommendations in native/hybrid apps (Android & iOS).

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  • A/B Testing

    Test design ideas, banners, algorithms, and emails.

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Performance report

Reporting
  • Personyze Analytics Metrics

    Learn how dashboard metrics are defined and calculated.

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  • Google Analytics

    Google Analytics

    Report campaign performance to Google Analytics (optional).

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  • Recommendation Raw Data

    See the data sets and pairs Personyze uses for recommendations.

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Data Onboarding and Tracking

Data
  • Uploading Past/Offline Transactions for Product Recommendations

    Leverage historical or offline purchases to improve recs quality.

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  • Setting Tracking for Product Interaction Events

    Track view, add-to-cart, purchase, and other key events.

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  • Grab Data from Site Containers

    Extract cart value, item counts, email, and other session data.

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  • Interests for Recommendations

    Define broad interest categories to improve matches.

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  • CRM Integration

    Integrate CRM data for segmentation and dynamic variables.

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  • Edit Recommendation Sets

    View and adjust pairs, exclusions, and manual edits.

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  • Setting Custom Goals Tracking

    Track conversions such as downloads, form submits, and more.

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API libraries and documentation

Developers
  • REST API

    Get started with Personyze API for automation and data exchange.

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  • Personyze SDK for Mobile Devices

    Android and iOS SDKs with examples and guides.

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Personyze integrations

Ecosystem
  • Google Tag Manager

    Google Tag Manager

    Use GTM to run Personyze and integrate your DataLayer.

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  • Google Analytics

    Google Analytics

    Personyze can report campaign performance to GA.

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  • Segment

    Segment

    Personyze is a destination—send Segment data for targeting.

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  • Pardot

    Pardot

    Import Pardot variables for targeting and personalization.

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  • Tealium

    Tealium

    Supports Tealium audiences and badges data in real time.

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  • HubSpot

    HubSpot

    Import HubSpot properties for targeting and personalization.

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  • Leadfeeder

    Leadfeeder

    Use account name, industry, and more for ABM targeting.

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  • Albacross

    Albacross

    Third-party ABM enrichment for targeting and personalization.

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  • Clearbit

    Clearbit

    Firmographics for ABM targeting and personalization.

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  • Zoho

    Zoho

    Import Zoho variables for targeting and personalization.

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  • ZoomInfo logo

    ZoomInfo

    ABM firmographics for targeting & personalization.

  • WordPress

    WordPress Plugin

    Quick tag install and WooCommerce recommendations setup.

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