Browse the knowledge base
Articles, walkthroughs, and integration guides — organized by topic. Use ⌘K to jump to any article instantly.
Use Cases
Complete recipes, start to finish — each one a campaign you could build this afternoon.
12 articles →Content & Design
What the visitor actually sees: the action types, the editors that build them, and the template gallery.
11 articles →Analytics & Data Platforms
Segment, Tealium, Zeotap and Google Analytics.
10 articles →AI Assistant
The chat agent and the ask box — what they know, how they behave, what they may offer,…
9 articles →Audiences & Targeting
Deciding who sees what — targeting rules, page groups, CRM lists, custom profile fields and overlapping audiences.
9 articles →Content Editor & Variations
The editors, dynamic variables, split cases and where content is allowed to appear.
9 articles →Start Here
Install Personyze, verify it is running, and get the account ready — site profile, team members, plan.
8 articles →CRM & Marketing
HubSpot, Klaviyo, Zoho, Pardot and generic CRM sync.
8 articles →Developers
The REST API, SDKs, server-side personalization and the template language.
8 articles →Product Recommendations
Algorithms, wizards and delivery for product recommendations.
7 articles →Account & Billing
Your plan, your balance, the people who can log in, and how to reach support.
7 articles →Recommendation Setup & Feeds
The catalog behind a recommendation — feeds, interests, filters and fallbacks.
7 articles →The Tracker
What the tracking code records, and the situations that need it told something extra.
6 articles →Campaigns
Building, testing and launching a campaign, and every channel it can run on — web, email, push, mobile…
6 articles →ABM & Visitor Identification
Turning an anonymous visit into a company name — 6sense, Clearbit, ZoomInfo, Albacross, Leadfeeder, leadREBEL.
6 articles →Content Recommendations
Algorithms, wizards and delivery for article and content recommendations.
5 articles →Widgets & Add-ons
Extras that sit on top of a recommendation widget — add to cart, bundles, social proof, coupons.
5 articles →QA & Launch
Preview, forecast, publish safely — and what to check when something does not show.
5 articles →Email Campaigns
Recommendations and personalized content inside email — yours or your ESP’s.
5 articles →Automation & Webhooks
Zapier, Make, n8n, Slack and raw webhooks.
5 articles →Analytics & Reporting
Reading the numbers: dashboards you build yourself, campaign performance, conversion goals, live activity and metric definitions.
5 articles →Feeds & Uploads
Getting your catalog, content, interests and users into Personyze.
3 articles →Visitor Data
What Personyze holds about a person — your own fields, session values, and identity.
3 articles →Mobile Apps
Running Personyze inside an iOS or Android app.
3 articles →Recommendations
Product and content recommendations end to end — algorithms, feeds, filters, wizards, widgets and JSON delivery.
3 articles →Web Push Campaigns
Collecting subscribers and sending browser notifications.
2 articles →AI Assistants
Connect Claude, ChatGPT and other assistants to your Personyze account.
2 articles →Web Browser Campaigns
Campaigns that run on your own site.
2 articles →Conversions
Wiring a goal to a real event on your site.
2 articles →Privacy & Consent
Loading under a consent manager, and honouring an opt-out.
2 articles →Integrations
Connecting Personyze to the rest of your stack — CRM, ABM enrichment, CDPs, automation tools and AI assistants.
1 article →Tracking & Data
What Personyze collects and how you feed it: tracker events, goals, consent, identity, profile fields and data uploads.
1 article →Recently updated
-
Recommendation Algorithms — What Each One Picks
Every algorithm in the recommendation picker — what it draws on, what it needs, and the page anchor that changes its meaning. Including Similar Items (AI), Back in…
-
Interests for Recommendations
Interests apply to all types of websites, ranging from e-commerce and content curation platforms to news sites and educational portals.
-
Recommendations — Where to Start
Product and content recommendations end to end: the catalog behind them, the algorithms that choose, the wizards that build them, and every way to deliver them.
-
Category & Interest Recommenders — Recommend a Section, Not an Item
Two actions that recommend where to go next rather than what to buy — a product category or an article topic — with the eleven algorithms behind them…
-
Testing & QA — Every Way to Check a Campaign Before It Ships
Preview links, the diagnostic link, the recommendation simulator, email and web push QA, the QA Simulator, staging mode and the console — every way to check a campaign,…
-
Meta, TikTok & Google — Sending Personyze Events to Your Ad Platforms
Connect Meta’s Conversions API, TikTok’s Events API and GA4, switch on Ad platform matching so the platforms recognise visitors who never gave you an email, and feed their…
-
Send Event to Analytics — One Event, Every Tool You Use
Report to Segment, GA4, Tealium, the GTM data layer, Klaviyo, ActiveCampaign, Amplitude, Mixpanel, Brevo and Mailchimp that a visitor matched an audience — one event name, every tool…
-
TikTok Integration — The Events API, and Audiences Built From It
Send Personyze campaign events to TikTok over the Events API, so TikTok can build a custom audience from website activity and a lookalike from it.