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 →Data & Tracking
Track visitor behavior, capture custom profile attributes, set conversion goals, manage cookies and GDPR opt-outs, and…
8 articles →Setup
How to install the Personyze tag, configure tracking events for products and conversions, set up your…
8 articles →Campaigns
Build personalization campaigns: targeting rules, audience segments, A/B testing, popups and banners, dynamic email content, web…
7 articles →Recommendation Setup & Feeds
7 articles →Actions & Content
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 →Product Recommendations
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
-
Personyze Test Mode in Console
Personyze Test Mode Overview Personyze's Test Mode allows you to preview and QA your personalization campaigns on your website before making them live for all visitors. You can…
-
QA Campaigns
Quality Assurance for Campaigns Before publishing personalization campaigns to your live audience, it's crucial to thoroughly test them. Personyze provides powerful QA tools to ensure your campaigns appear…
-
Personyze QA Simulator
The Personyze QA Simulator enables you to simulate and preview user experiences based on various targeting rules and conditions. You can test and verify campaign accuracy by changing…
-
Setting Conversion Goals Tracking
UI Path: Account Settings > General > Goals What are Conversion Goals? Conversion goals measure meaningful user actions on your website, such as form submissions, downloads, coupon usage,…
-
Setting Javascript Goals Tracking
Setting Javascript Goals Tracking JavaScript Goal Reporting (IT Required) A JavaScript Goal provides you with a standard JavaScript conversion pixel. When executed, the JavaScript conversion pixel performs two…
-
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…