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 →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 →Campaigns
Build personalization campaigns: targeting rules, audience segments, A/B testing, popups and banners, dynamic email content, web…
6 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
-
Personalized Cart Abandonment Emails
This wizard makes it easy to set up email campaigns which send to users who have abandoned their carts online. It includes setting up monitoring to see when…
-
Get Code for Third-Party Applications Wizard
This wizard guides you through the process of using the Get Code for inserting Personyze recommendations into Third-Party applications, such as mobile apps. This code is to be…
-
Content Recommendations Wizard
This wizard guides you through uploading your content catalog, setting up content interactions monitoring to assign visitor interest, and designing the look, feel, and placement of your recommendation…
-
How to Send Web Push Notifications with Personyze
Personyze enables you to engage users directly with real-time web push notifications. To successfully send notifications, follow these two steps using Personyze's intuitive wizards: Step 1: Set Up…
-
Personalized Re-Targeting Emails
Setting Personalized Emails UI Path: New Campaign > Email Wizards What Are Personalized Emails? When you send personalized remarketing emails using Personyze, you are sending emails to users…
-
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…