The Personyze knowledge base
Everything you need to set up campaigns, tune recommendations, integrate your CDP, and ship personalized experiences with confidence.
Choose your path
What kind of site are you personalizing? Each path is a curated reading order — start at the top, work down.
E-commerce
Online stores · Shopify · Magento · WooCommerce · BigCommerceB2B & SaaS
Software companies · ABM · Demand genContent & Publishing
News · Blogs · Media sites · Long-form contentLead Generation
Landing pages · Forms · Demand gen · Pop-upsBrowse by category
Integrations
Connect Personyze to your CRM (HubSpot, Pardot, Zoho, Tealium), email platform (Mailchimp, Klaviyo, ActiveCampaign, Brevo), CDP…
22 articles →Data & Tracking
Track visitor behavior, capture custom profile attributes, set conversion goals, manage cookies and GDPR opt-outs, and…
9 articles →Setup
How to install the Personyze tag, configure tracking events for products and conversions, set up your…
8 articles →Campaigns
Build personalization campaigns: targeting rules, audience segments, A/B testing, popups and banners, dynamic email content, web…
7 articles →Recommendation Setup & Feeds
7 articles →Content Editor & Variations
How to build and vary campaign content — the WYSIWYG editor, conditional variables, split cases, dynamic…
7 articles →Product Recommendations
7 articles →Widgets & Add-ons
6 articles →Developer Resources
REST API reference, native mobile SDKs, template language for action HTML, Google Tag Manager template, and…
6 articles →Actions & Content
The individual action types a Personyze campaign can run — popups, banners, JavaScript, countdown timers, redirects,…
6 articles →Audience & Targeting Reference
Deep-dive references for building audiences: every rule type, page grouping, resolving audience overlaps, and pushing custom…
5 articles →Content Recommendations
3 articles →Analytics & Reporting
Understand campaign performance: revenue attribution, click-through rates, conversion lift, real-time visitor activity, and the metrics that…
2 articles →QA & Launch
Preview campaigns as any visitor profile, use test mode in the console, and QA campaigns end-to-end…
1 article →Recommendations
Configure product and content recommendation widgets: algorithms, filters, fallbacks, managed cross-sell, and the JSON API. Personalized…
0 articles →Recently updated
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User Profile Data Setup and Synchronizing in Personyze
Add permanent profile fields, import users in bulk from a file, feed, SFTP, or API, tie them to visitors with a key, and use them for ABM and…
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Google Map Widget
Embed a dynamic Google Map on your site that automatically highlights the visitor's nearest store location based on IP, GPS, or zip code — no input required from…
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Setting Conversion Goals Tracking
UI Path: Account Settings > General > Goals What are Conversion Goals? Conversion goals measure meaningful user actions on your website, such as form submissions, downloads, coupon usage,…
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Grab Data from Your Site — Session, Profile & Identity
Capture values from your pages — cart totals, form inputs, emails, CRM IDs — and use them for targeting, dynamic content, and cross-device recognition.
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Content Placements (Embedding Content in Pages)
Placeholders are named slots on your site where Personyze renders content. How to create one with the visual picker, a CSS selector, or an HTML snippet, and how…
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Personyze client side cookies
Reference for the cookies and local storage entries Personyze uses for visitor identity, session tracking, and frequency capping — including expiration, scope, and GDPR-relevant retention controls.