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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),…
28 articles →Use Cases
Real-world recipes, end to end. Each use case is a curated playbook — the goal, the actions, the…
11 articles →Data & Tracking
Track visitor behavior, capture custom profile attributes, set conversion goals, manage cookies and GDPR opt-outs, and configure cross-domain…
11 articles →Actions & Content
The individual action types a Personyze campaign can run — popups, banners, JavaScript, countdown timers, redirects, product recommendation…
11 articles →Setup
How to install the Personyze tag, configure tracking events for products and conversions, set up your product/content feed,…
11 articles →Product Recommendation Templates
9 articles →Content Editor & Variations
How to build and vary campaign content — the WYSIWYG editor, conditional variables, split cases, dynamic landing-page variables,…
8 articles →Product Recommendations
8 articles →Recommendation Setup & Feeds
8 articles →Developer Resources
REST API reference, native mobile SDKs, template language for action HTML, Google Tag Manager template, and other tools…
7 articles →Widgets & Add-ons
6 articles →App & API Campaigns
6 articles →Form & Lead Capture Templates
6 articles →Popup & Modal Templates
Ready-to-use HTML widget templates for announcements, popups, and promotions.
6 articles →Content Recommendations
6 articles →QA & Launch
Preview campaigns as any visitor profile, use test mode in the console, and QA campaigns end-to-end before flipping…
5 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 →Progress & Status Templates
5 articles →Web Browser Campaigns
5 articles →Bar & Announcement Templates
4 articles →Campaigns
Build personalization campaigns: targeting rules, audience segments, A/B testing, popups and banners, dynamic email content, web push, and…
4 articles →Email Campaigns
4 articles →Analytics & Reporting
Understand campaign performance: revenue attribution, click-through rates, conversion lift, real-time visitor activity, and the metrics that show whether…
4 articles →Countdown & Urgency Templates
3 articles →Gamification Templates
3 articles →Buy Together & Bundle Templates
2 articles →Web Push Campaigns
2 articles →Content Recommendation Templates
Ready-made action templates that display article and content recommendations.
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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AI Search — An Ask Box That Answers From Your Own Pages
AI Search is a search-shaped box that answers from what you have taught the assistant, sitting in a placeholder on your page. Somebody types a question where they…
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AI Chat Agent — An Assistant That Answers From What You Teach It
The AI Chat agent is an assistant that talks to your visitors: it answers from what you have taught it, searches your catalogues, and hands the conversation to…
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Landing Pages — Host a Page at Its Own URL
A landing page is a standalone page Personyze hosts for you at its own web address. There is no theme to edit and no page to build on…
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ZoomInfo Integration
Enrich anonymous visitors with ZoomInfo B2B intelligence — the two API versions and which credentials each needs, property mapping, and using the data in targeting, content and A/B…
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HubSpot Integration
Connect HubSpot to Personyze with OAuth, map CRM properties onto the visitor profile, and use them for targeting, dynamic content and A/B tests.
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Canvas Builder — Design Popups, Banners & Inline Blocks from Elements
The Canvas Builder is Personyze’s free-form design surface. Instead of starting from a finished template and editing its text, you assemble a popup, banner or inline block out…
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Personyze MCP server — connect Claude, ChatGPT and other AI assistants
Connect Claude, ChatGPT or any MCP-capable assistant to your Personyze account: read performance, find traffic problems, build and change campaigns, manage audiences — in plain conversation.
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Uploading Feeds & Data Files (Catalog, Interests, Content, Users)
How to feed data into Personyze — product catalogs, content catalogs, interests, and user lists — via file upload, URL feed, SFTP, or API, with the CSV format…