Two things have to be true before a campaign can reach anybody: the tracker is on every page, and Personyze
can see what a visitor does. This section is those two things, and nothing else.
Video: Create a campaign (0:31) — it plays at the top of Campaigns — How One Is Built, Tested and Launched.
Video: Install the tracking code, from a new account to the first visits (1:40) — it plays at the top of Installing Personyze — Any Website, Shopify, WordPress, GTM & More.
Get it running
- Signing up — Your account, your site, the features and add-on trials, and the tracking snippet, step by step.
- Setup by site type — Pick e-commerce, B2B/SaaS, publisher or mixed and follow the checklist for the events, feeds and integrations that apply to you. Start here if you are new.
- Activating Personyze on your site — The tracking code, where it goes, and how to tell it is working.
- Installing Personyze — any website — Every platform in one place.
Install through a platform
- Shopify — The app installs tracking, connects the account and syncs the catalog for you.
- WordPress — The plugin, the API key, and what it takes over.
- Google Tag Manager — If your tags already go through GTM, install this way rather than by hand.
Your first week
- Getting set up — The screen a new account opens on: the setup route, what a site scan finds, the campaign ideas it suggests, and the buttons that hand the work to us.
Where the rest went. Your plan, billing, team members, SSO and support have a section of their
own — Account & Billing. Once the tracker is live,
Tracking & Data decides how much Personyze knows about a
visitor, and Campaigns is where you build the first thing they will see.
own — Account & Billing. Once the tracker is live,
Tracking & Data decides how much Personyze knows about a
visitor, and Campaigns is where you build the first thing they will see.