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
Recommendations
Configure product and content recommendation widgets: algorithms, filters, fallbacks, managed cross-sell, and the JSON API. Personalized…
23 articles →Integrations
Connect Personyze to your CRM (HubSpot, Pardot, Zoho, Tealium), email platform (Mailchimp, Klaviyo, ActiveCampaign, Brevo), CDP…
21 articles →Data & Tracking
Track visitor behavior, capture custom profile attributes, set conversion goals, manage cookies and GDPR opt-outs, and…
9 articles →Campaigns
Build personalization campaigns: targeting rules, audience segments, A/B testing, popups and banners, dynamic email content, web…
8 articles →Action Types
The individual action types a Personyze campaign can run — popups, banners, JavaScript, countdown timers, redirects,…
7 articles →Content Editor & Variations
How to build and vary campaign content — the WYSIWYG editor, conditional variables, split cases, dynamic…
7 articles →Developer Resources
REST API reference, native mobile SDKs, template language for action HTML, Google Tag Manager template, and…
6 articles →Audience & Targeting Reference
Deep-dive references for building audiences: every rule type, page grouping, resolving audience overlaps, and pushing custom…
5 articles →Setup
How to install the Personyze tag, configure tracking events for products and conversions, set up your…
4 articles →QA & Launch
Preview campaigns as any visitor profile, use test mode in the console, and QA campaigns end-to-end…
3 articles →Analytics & Reporting
Understand campaign performance: revenue attribution, click-through rates, conversion lift, real-time visitor activity, and the metrics that…
2 articles →Recently updated
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QA Campaigns
Quality Assurance for Campaigns Before publishing personalization campaigns to your live audience, it's crucial to thoroughly test them. Personyze provides powerful QA tools to ensure your campaigns appear…
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Personyze Test Mode in Console
Personyze Test Mode Overview Personyze's Test Mode allows you to preview and QA your personalization campaigns on your website before making them live for all visitors. You can…
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Personyze QA Simulator
The Personyze QA Simulator enables you to simulate and preview user experiences based on various targeting rules and conditions. You can test and verify campaign accuracy by changing…
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Accessing Personyze Campaign Data on the Client-Side
Read the active Personyze campaign, action, and ID values from JavaScript on the page — useful for analytics integration, debugging, and custom tracking.
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Campaign Actions & Display Settings
All Personyze campaign actions (excluding WYSIWYG edits and Custom JavaScript) have display settings, determining how content appears on your website. Display Options The primary options for displaying campaign…
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Advanced Functions to Use in Personyze Actions
Controlling Click Tracking in Personyze Popups Sometimes, you may want Personyze to track only specific clicks within a popup for analytical accuracy. By default, Personyze tracks all clicks…