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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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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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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Personyze Redirect to URL Action Guide
Personyze Redirect to URL Action Guide This guide explains how to use the Redirect to URL action in Personyze. This action enables you to send visitors to a…
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Personyze JavaScript Action Guide
This guide covers how to use the JavaScript Action in Personyze to run custom scripts as part of your campaign logic. JavaScript actions allow advanced control over page…
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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 Countdown Timer Action Guide
This guide provides a full overview of how to set up and customize a countdown timer action in Personyze, along with its available features and best practices. Overview…