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 →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 →Setup
How to install the Personyze tag, configure tracking events for products and conversions, set up your…
7 articles →Recommendation Setup & Feeds
7 articles →Product Recommendations
7 articles →Content Editor & Variations
How to build and vary campaign content — the WYSIWYG editor, conditional variables, split cases, dynamic…
7 articles →Actions & Content
The individual action types a Personyze campaign can run — popups, banners, JavaScript, countdown timers, redirects,…
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 →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 →Form & Lead Capture Templates
5 articles →Progress & Status Templates
5 articles →Email Campaigns
4 articles →Bar & Announcement Templates
4 articles →Gamification Templates
3 articles →Countdown & Urgency Templates
3 articles →Buy Together & Bundle Templates
2 articles →Web Push Campaigns
2 articles →Content Recommendation Templates
Ready-made action templates that display article and content recommendations.
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…
0 articles →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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Slack Integration
Post Personyze campaign alerts and identified-visitor notifications into a Slack channel using an incoming webhook.
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Identity HTTP Headers
Attach custom HTTP headers to the requests Personyze makes to your domains, so CloudFront, AWS WAF or an API gateway does not block them.
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Full-featured API
Generate and manage the API keys that authenticate programmatic access to Personyze, with links to the complete REST API reference.
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6sense Integration for ABM Personalization
Use 6sense firmographics and buying-stage intent to personalize — including the setup step that happens in 6sense, not Personyze, and why a missing one is invisible from this…
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Zoho CRM Integration
Connect Zoho CRM by OAuth and use CRM fields for targeting, dynamic content and A/B tests — including why property mapping, not the connection, is what makes data…
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ZoomInfo Integration
Enrich anonymous visitors with ZoomInfo B2B intelligence — the two API versions and which credentials each needs, property mapping, and using the data in targeting, content and A/B…