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…
24 articles →Product Recommendation Templates
9 articles →Data & Tracking
Track visitor behavior, capture custom profile attributes, set conversion goals, manage cookies and GDPR opt-outs, and…
9 articles →Product Recommendations
8 articles →Content Editor & Variations
How to build and vary campaign content — the WYSIWYG editor, conditional variables, split cases, dynamic…
8 articles →Setup
How to install the Personyze tag, configure tracking events for products and conversions, set up your…
7 articles →Recommendation Setup & Feeds
7 articles →Actions & Content
The individual action types a Personyze campaign can run — popups, banners, JavaScript, countdown timers, redirects,…
7 articles →App & API Campaigns
6 articles →Developer Resources
REST API reference, native mobile SDKs, template language for action HTML, Google Tag Manager template, and…
6 articles →Content Recommendations
6 articles →Widgets & Add-ons
6 articles →Popup & Modal Templates
Ready-to-use HTML widget templates for announcements, popups, and promotions.
6 articles →Web Browser Campaigns
5 articles →Audience & Targeting Reference
Deep-dive references for building audiences: every rule type, page grouping, resolving audience overlaps, and pushing custom…
5 articles →Progress & Status Templates
5 articles →Form & Lead Capture Templates
5 articles →Email Campaigns
4 articles →Bar & Announcement Templates
4 articles →Gamification Templates
3 articles →Countdown & Urgency Templates
3 articles →Use Cases
End-to-end recipes: what to set up, in what order, for common goals — from product recommendations…
2 articles →Content Recommendation Templates
Ready-made action templates that display article and content recommendations.
2 articles →Web Push Campaigns
2 articles →Buy Together & Bundle Templates
2 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 →Campaigns
Build personalization campaigns: targeting rules, audience segments, A/B testing, popups and banners, dynamic email content, web…
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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Content Recommendation Action
The Content Recommendation Action in Personyze allows you to display dynamic content suggestions based on visitor behavior, interests, and site context. This guide walks you through the steps…
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Content Recommendations Wizard
Build a content recommendation widget from catalog to live campaign — the four content interaction types, ten algorithms, and the content-specific templates.
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A/B Testing
Split your audience across multiple variations of any Personyze campaign, measure performance against your primary goal and supporting KPIs, and promote the winner manually or automatically. Native A/B…
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Personyze Popup & Banner Action Guide
This guide walks you through setting up a Popup or Banner Action in Personyze. These actions allow you to present promotional messages, notifications, reviews, and other key content…
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Personyze Product Recommendations Action Guide
Personyze Product Recommendations Action Guide The Product Recommendations action in Personyze enables you to dynamically insert personalized product recommendations content blocks into your site based on user transactions,…
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Product Recommendations Wizard
Build a product recommendation widget from catalog to live campaign — including the interaction tracking that decides whether the recommendations are any good.