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…
25 articles →Setup
How to install the Personyze tag, configure tracking events for products and conversions, set up your…
10 articles →Data & Tracking
Track visitor behavior, capture custom profile attributes, set conversion goals, manage cookies and GDPR opt-outs, and…
10 articles →Product Recommendation Templates
9 articles →Content Editor & Variations
How to build and vary campaign content — the WYSIWYG editor, conditional variables, split cases, dynamic…
8 articles →Product Recommendations
8 articles →Actions & Content
The individual action types a Personyze campaign can run — popups, banners, JavaScript, countdown timers, redirects,…
7 articles →Recommendation Setup & Feeds
7 articles →Developer Resources
REST API reference, native mobile SDKs, template language for action HTML, Google Tag Manager template, and…
6 articles →App & API Campaigns
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 →Audience & Targeting Reference
Deep-dive references for building audiences: every rule type, page grouping, resolving audience overlaps, and pushing custom…
5 articles →Web Browser Campaigns
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 →Analytics & Reporting
Understand campaign performance: revenue attribution, click-through rates, conversion lift, real-time visitor activity, and the metrics that…
3 articles →Content Recommendation Templates
Ready-made action templates that display article and content recommendations.
2 articles →Use Cases
End-to-end recipes: what to set up, in what order, for common goals — from product recommendations…
2 articles →Web Push Campaigns
2 articles →Buy Together & Bundle Templates
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 Placement — Placeholders
Placeholders are named slots on your website where Personyze content appears — a banner in your header, a recommendations rail on a product page, a message above the…
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Conversion Tracking — Define Goals That Count
Conversion tracking is where you define the events that count as success — a purchase, a sign-up, a button click, a page visit, a form submission. In Personyze…
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Site Profile Settings — Features, Analytics & Advanced Controls
The Site profile is the top-level settings page for a single tracked site — it controls which Personyze capabilities are active and how that site behaves. Open it…
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Visitor Attributes — Customer & Session Data
Visitor Attributes is where you decide what Personyze remembers about every visitor — search queries, cart totals, account tier, last category browsed, anything you want to use for…
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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…