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.
21 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 →Audiences & Targeting
Deciding who sees what — targeting rules, page groups, CRM lists, custom profile fields and overlapping audiences.
11 articles →AI Assistant
The chat agent and the ask box — what they know, how they behave, what they may offer,…
11 articles →Use Cases
Complete recipes, start to finish — each one a campaign you could build this afternoon.
11 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 →Developers
The REST API, SDKs, server-side personalization and the template language.
8 articles →Recommendations
Product and content recommendations end to end — algorithms, feeds, filters, wizards, widgets and JSON delivery.
8 articles →Account & Billing
Your plan, your balance, the people who can log in, and how to reach support.
7 articles →Campaigns
Building, testing and launching a campaign, and every channel it can run on — web, email, push, mobile…
6 articles →Automation & Webhooks
Zapier, Make, n8n, Slack and raw webhooks.
5 articles →The Tracker
What the tracking code records, and the situations that need it told something extra.
5 articles →Recommendation Setup & Feeds
The catalog behind a recommendation — feeds, interests, filters and fallbacks.
5 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 →Product Recommendations
Algorithms, wizards and delivery for product recommendations.
4 articles →QA & Launch
Preview, forecast, publish safely — and what to check when something does not show.
4 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 →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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When an Email Sends — Triggers, Waits, Best Time and Limits
The Timing step of an email: what starts it, how long it waits, which hours and days it may go, each person’s best time, how often one person…
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Writing the Email — Sender, Subject Tests, Coupons and the Spam Check
How to write an email in an Email & SMS campaign: who it is from and where replies go, the subject and preheader with AI suggestions, a subject…
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Email Sequences — Follow-Ups That React to Each Person
How to build an email sequence in Personyze - the list of steps, each follow-up's wait and condition, the purchase stop, the one-week window, and how the account…
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Email Campaigns — One Email, a Sequence or Text Messages
How to start an email campaign in Personyze - one email, a sequence of follow-ups or text messages - what each of its seven steps is for, and…
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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…
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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.
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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…
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Email Deliverability — the Page, Domain Warm-Up and Paused Sending
How to read the Email deliverability page - the 30-day figures, the bounce and complaint lines, suppressed addresses - and how a new domain is warmed up and…