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…
21 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 →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 →QA & Launch
Preview campaigns as any visitor profile, use test mode in the console, and QA campaigns end-to-end…
3 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 →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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User Profile Data Setup and Synchronizing in Personyze
If you're using Personyze for ABM applications, CRM targeting or other types of User Profile Data targeting, you may want to add new fields for the user profile…
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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…
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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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Content Placements (Embedding Content in Pages)
Setting Content Placements (Placeholders) for Personalized Content & Promotions UI Path: Account Settings > Content Placements (or in individual actions) What are Content Placements? Content Placements are locations…
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Set up a single sign-on (SSO) client
Set up Single Sign-On (SSO) so your team accesses Personyze through your existing identity provider — Auth0, Okta, OneLogin, or any SAML 2.0 IdP. Centralizes user provisioning and…
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Product Recommendations Wizard
This wizard guides you through uploading your product catalog, setting up product interaction tracking to identify visitor interests, and designing the appearance and placement of your recommendation widgets.…