Browse the knowledge base
Articles, walkthroughs, and integration guides — organized by topic. Use ⌘K to jump to any article instantly.
Email Campaigns
Recommendations and personalized content inside email — yours or your ESP’s.
23 articles →Reviews, Feedback & Surveys
Show the right reviews to each visitor, collect new ones, ask one question or a few, and show…
18 articles →Content & Design
What the visitor actually sees: the action types, the editors that build them, and the template gallery.
16 articles →Start Here
Install Personyze, verify it is running, and get the account ready — site profile, team members, plan.
15 articles →Analytics & Data Platforms
Segment, Tealium, Zeotap and Google Analytics.
11 articles →AI Assistant
The chat agent and the ask box — what they know, how they behave, what they may offer,…
11 articles →Audiences & Targeting
Deciding who sees what — targeting rules, page groups, CRM lists, custom profile fields and overlapping audiences.
11 articles →Use Cases
Complete recipes, start to finish — each one a campaign you could build this afternoon.
11 articles →Account & Billing
Your plan, your balance, the people who can log in, and how to reach support.
10 articles →CRM & Marketing
HubSpot, Klaviyo, Zoho, Pardot and generic CRM sync.
10 articles →Content Editor & Variations
The editors, dynamic variables, split cases and where content is allowed to appear.
9 articles →ABM & Visitor Identification
Turning an anonymous visit into a company name — 6sense, Clearbit, ZoomInfo, Albacross, Leadfeeder, leadREBEL.
9 articles →Recommendations
Product and content recommendations end to end — algorithms, feeds, filters, wizards, widgets and JSON delivery.
8 articles →Developers
The REST API, SDKs, server-side personalization and the template language.
8 articles →Recommendation Setup & Feeds
The catalog behind a recommendation — feeds, interests, filters and fallbacks.
6 articles →Campaigns
Building, testing and launching a campaign, and every channel it can run on — web, email, push, mobile…
6 articles →QA & Launch
Preview, forecast, publish safely — and what to check when something does not show.
5 articles →The Tracker
What the tracking code records, and the situations that need it told something extra.
5 articles →Automation & Webhooks
Zapier, Make, n8n, Slack and raw webhooks.
5 articles →Product Recommendations
Algorithms, wizards and delivery for product recommendations.
4 articles →Web Browser Campaigns
Campaigns that run on your own site.
4 articles →Analytics & Reporting
Reading the numbers: dashboards you build yourself, campaign performance, conversion goals, live activity and metric definitions.
4 articles →Privacy & Consent
Loading under a consent manager, and honouring an opt-out.
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 →Mobile Apps
Running Personyze inside an iOS or Android app.
3 articles →Widgets & Add-ons
Extras that sit on top of a recommendation widget — add to cart, bundles, social proof, coupons.
3 articles →AI Assistants
Connect Claude, ChatGPT and other assistants to your Personyze account.
2 articles →Web Push Campaigns
Collecting subscribers and sending browser notifications.
2 articles →Conversions
Wiring a goal to a real event on your site.
2 articles →Content Recommendations
Algorithms, wizards and delivery for article and content recommendations.
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
-
Analytics: Email & SMS and Email Deliverability
Where to see how all your email campaigns perform together or one at a time (Analytics › Email & SMS), and where to check that your email reaches…
-
Subject Tests — Reading the Result
How to read an email’s subject test on the Performance step: the table, the verdict line, the automatic winner and resuming the test.
-
Reading an Email Campaign’s Report
How to read an email campaign’s Performance step: the reporting range, the delivery funnel and every card on the General tab, the By email table, and the per-person…
-
Targeting People by What They Did With an Email
How to pick people by what they did with your emails — sent, opened, clicked, bought or replied — with the Personyze Actions State audience rule.
-
Troubleshooting Email Campaigns
What to check when an email campaign does not do what you expect: a follow-up that never went, sends missing from the report, missing cards, paused sending, or…
-
Billing — Balance, AI Credits, Cards & Codes
Your cards, your account balance, the AI credits bought out of it, and the box where a coupon or partner code is redeemed — plus why a code…
-
Check Your Recipients’ Addresses — the Address Check
The Address check finds the addresses in a campaign’s audience that are not likely to take mail, before you send to them. Every address it rates low is…
-
The Email Sending Add-on — Plans, the Trial and Which Mail Server
Sending email campaigns — broadcasts, sequences, cart abandonment and personalized product emails — is the Email sending add-on. It is included on the larger plans and can be…