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
Campaigns
Build personalization campaigns: targeting rules, audience segments, A/B testing, popups and banners, dynamic email content, web…
30 articles →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…
19 articles →Data & Tracking
Track visitor behavior, capture custom profile attributes, set conversion goals, manage cookies and GDPR opt-outs, and…
9 articles →Developer Resources
REST API reference, native mobile SDKs, template language for action HTML, Google Tag Manager template, and…
6 articles →Setup
How to install the Personyze tag, configure tracking events for products and conversions, set up your…
4 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
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Setup by Site Type — Tracking, Feeds & Integrations
Pick your site type — e-commerce, B2B/SaaS, publisher, or mixed — and follow the setup checklist for the tracking events, feeds, and integrations that apply to you. Avoids…
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WYSIWYG Editor
What is the WYSIWYG Editor? The What You See Is What You Get (WYSIWYG Editor) is a point-and-click visual editor that allows you to adjust any aspect of…
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Activating Personyze On Your Site
Important: Do NOT use these codes interchangeably.
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One-Page Applications
Enable Personyze tracking and personalization on single-page applications (SPAs) where URL changes don't trigger full page reloads. Plus how SPA mode interacts with cross-domain tracking.
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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,…
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Grab Visitor Attributes from Site Containers
Guide to Grabbing Data from Site Containers This guide will assist you in setting up Personyze to capture visitor attributes such as cart value, number of items in…