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Articles, walkthroughs, and integration guides — organized by topic. Use ⌘K to jump to any article instantly.
Reviews, Feedback & Surveys
Show the right reviews to each visitor, collect new ones, ask one question or a few, and show…
13 articles →Use Cases
Complete recipes, start to finish — each one a campaign you could build this afternoon.
12 articles →Start Here
Install Personyze, verify it is running, and get the account ready — site profile, team members, plan.
12 articles →Content & Design
What the visitor actually sees: the action types, the editors that build them, and the template gallery.
11 articles →Audiences & Targeting
Deciding who sees what — targeting rules, page groups, CRM lists, custom profile fields and overlapping audiences.
10 articles →Analytics & Data Platforms
Segment, Tealium, Zeotap and Google Analytics.
10 articles →Content Editor & Variations
The editors, dynamic variables, split cases and where content is allowed to appear.
9 articles →AI Assistant
The chat agent and the ask box — what they know, how they behave, what they may offer,…
9 articles →Developers
The REST API, SDKs, server-side personalization and the template language.
8 articles →ABM & Visitor Identification
Turning an anonymous visit into a company name — 6sense, Clearbit, ZoomInfo, Albacross, Leadfeeder, leadREBEL.
8 articles →CRM & Marketing
HubSpot, Klaviyo, Zoho, Pardot and generic CRM sync.
8 articles →Account & Billing
Your plan, your balance, the people who can log in, and how to reach support.
7 articles →Product Recommendations
Algorithms, wizards and delivery for product recommendations.
7 articles →Recommendation Setup & Feeds
The catalog behind a recommendation — feeds, interests, filters and fallbacks.
7 articles →Campaigns
Building, testing and launching a campaign, and every channel it can run on — web, email, push, mobile…
6 articles →The Tracker
What the tracking code records, and the situations that need it told something extra.
6 articles →Automation & Webhooks
Zapier, Make, n8n, Slack and raw webhooks.
5 articles →Email Campaigns
Recommendations and personalized content inside email — yours or your ESP’s.
5 articles →Widgets & Add-ons
Extras that sit on top of a recommendation widget — add to cart, bundles, social proof, coupons.
5 articles →Content Recommendations
Algorithms, wizards and delivery for article and content recommendations.
5 articles →QA & Launch
Preview, forecast, publish safely — and what to check when something does not show.
5 articles →Analytics & Reporting
Reading the numbers: dashboards you build yourself, campaign performance, conversion goals, live activity and metric definitions.
5 articles →Mobile Apps
Running Personyze inside an iOS or Android app.
3 articles →Visitor Data
What Personyze holds about a person — your own fields, session values, and identity.
3 articles →Feeds & Uploads
Getting your catalog, content, interests and users into Personyze.
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 →Web Browser Campaigns
Campaigns that run on your own site.
2 articles →AI Assistants
Connect Claude, ChatGPT and other assistants to your Personyze account.
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
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Troubleshooting: Reviews, Feedback & Surveys
A review widget that does not appear, a review that is not on the site, a thank-you email that never came, a review not sent to a platform,…
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Customer Logos — A “Trusted By” Strip That Fits the Visitor
A strip of customer logos that puts the companies most like the visitor first - by industry, size or country - managed on the Reviews page.
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Reviews, Feedback & Survey Reports
What the Reviews, Feedback and Surveys tabs on a campaign Performance step count, how Seen differs from shown, and why views arrive an hour or three after the…
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Feedback & NPS — Ask One Question, and Show the Score
Ask visitors one question - NPS, stars, faces, thumbs, or was this helpful - keep every answer private, and show the score on your site once enough people…
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Surveys — Ask a Few Questions, and Share the Results
Build a poll, an exit survey or a post-purchase survey, keep every answer on the visitor profile, read the results by question and segment, and publish them when…
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Sending Reviews to Review Platforms, and Platform Invitations
What each review platform can take from your Review Form - the review itself, or an invitation to the customer - and the rules Personyze always follows.
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The Thank-You Email for Reviews, Feedback and Surveys
An optional email that thanks a visitor for their review, feedback answer or survey - who receives it, where it is sent from, and why an address typed…
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Review Form — Collect Reviews on Your Own Site
Visitors rate and review your business, the product they bought, or the page they are reading; each review lands on the Reviews page, waiting for your approval.