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Articles, walkthroughs, and integration guides — organized by topic. Use ⌘K to jump to any article instantly.
Integrations
Connect Personyze to your CRM (HubSpot, Pardot, Zoho, Tealium), email platform (Mailchimp, Klaviyo, ActiveCampaign, Brevo), CDP (Segment, Zeotap),…
22 articles →Data & Tracking
Track visitor behavior, capture custom profile attributes, set conversion goals, manage cookies and GDPR opt-outs, and configure cross-domain…
9 articles →Setup
How to install the Personyze tag, configure tracking events for products and conversions, set up your product/content feed,…
8 articles →Campaigns
Build personalization campaigns: targeting rules, audience segments, A/B testing, popups and banners, dynamic email content, web push, and…
7 articles →Recommendation Setup & Feeds
7 articles →Actions & Content
The individual action types a Personyze campaign can run — popups, banners, JavaScript, countdown timers, redirects, product recommendation…
7 articles →Content Editor & Variations
How to build and vary campaign content — the WYSIWYG editor, conditional variables, split cases, dynamic landing-page variables,…
7 articles →Product Recommendations
7 articles →Widgets & Add-ons
6 articles →Developer Resources
REST API reference, native mobile SDKs, template language for action HTML, Google Tag Manager template, and other tools…
6 articles →Audience & Targeting Reference
Deep-dive references for building audiences: every rule type, page grouping, resolving audience overlaps, and pushing custom profile data.
5 articles →QA & Launch
Preview campaigns as any visitor profile, use test mode in the console, and QA campaigns end-to-end before flipping…
3 articles →Content Recommendations
3 articles →Analytics & Reporting
Understand campaign performance: revenue attribution, click-through rates, conversion lift, real-time visitor activity, and the metrics that show whether…
2 articles →Recommendations
Configure product and content recommendation widgets: algorithms, filters, fallbacks, managed cross-sell, and the JSON API. Personalized recommendations that…
0 articles →Recently updated
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HubSpot Integration
Enrich your website targeting with your HubSpot CRM data, and craft custom campaigns for your CRM users. For example, you can use lead information like job title, pain…
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Zapier Integration
Zapier connects Personyze to 6,000+ apps with no code. Use it to push data into Personyze — creating or updating user profiles from any app in your stack…
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Grab Visitor Attributes from Site Containers
Guide to Grabbing Data from Site Containers This guide will assist you in setting up Personyze to capture visitor attributes such as cart value, number of items in…
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User Profile Data Setup and Synchronizing in Personyze
If you're using Personyze for ABM applications, CRM targeting or other types of User Profile Data targeting, you may want to add new fields for the user profile…
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Setting Conversion Goals Tracking
UI Path: Account Settings > General > Goals What are Conversion Goals? Conversion goals measure meaningful user actions on your website, such as form submissions, downloads, coupon usage,…
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Content Placements (Embedding Content in Pages)
Setting Content Placements (Placeholders) for Personalized Content & Promotions UI Path: Account Settings > Content Placements (or in individual actions) What are Content Placements? Content Placements are locations…
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Set up a single sign-on (SSO) client
Set up Single Sign-On (SSO) so your team accesses Personyze through your existing identity provider — Auth0, Okta, OneLogin, or any SAML 2.0 IdP. Centralizes user provisioning and…
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Product Recommendations Wizard
This wizard guides you through uploading your product catalog, setting up product interaction tracking to identify visitor interests, and designing the appearance and placement of your recommendation widgets.…