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 →Actions & Content
The individual action types a Personyze campaign can run — popups, banners, JavaScript, countdown timers, redirects,…
15 articles →Popup & Bar Templates
Ready-to-use HTML widget templates for announcements, popups, and promotions.
13 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…
8 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 →Campaigns
Build personalization campaigns: targeting rules, audience segments, A/B testing, popups and banners, dynamic email content, web…
7 articles →Widgets & Add-ons
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 →Content Recommendations
3 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 →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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Spin Wheel Template
The Spin Wheel is a gamified prize wheel. Visitors click to spin and win a discount, free shipping, or another prize based on odds you control. You set…
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Rotating Announcement Bar Template
The Rotating Announcement Bar is a slim top strip that cycles through up to five short messages, each with its own optional link. It auto-rotates on a timer…
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Hero Slider Template
The Hero Slider is a rotating hero banner with up to four slides, each with its own image, headline, subtext, and button. It auto-rotates with arrows and dots,…
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Tiered Status Card Template
The Tiered Status Card shows a visitor how close they are to their next loyalty tier — Bronze, Silver, Platinum — as a centered card or popup, using…
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Status Card Template
The Status Card shows a visitor how close they are to a goal — like free shipping or a reward — as a centered card or popup, using…
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Free Shipping Status Bar Template
The Free Shipping Status Bar shows a visitor how close they are to a goal — “You are $65 away from free shipping” — with a live progress…