• Setup
    • Activating Personyze
    • Set up a single sign-on
    • Data structure
    • Data Collection and Privacy Control
  • Integrations
    • Data structure
    • Data synchronization (Product/Content/Users)
    • ABM Data Providers
    • Customer Data Platform (CDP)
    • CRM
    • CMS
  • Campaigns Setup
    • Campaigns Wizards
    • Targeting rules and logic
    • Personalization Actions
    • Product/Content Recommendations
    • Campaign QA
  • Analytics
  • API
    • REST API
    • Personyze SDK for mobile devices
Menu
  • Setup
    • Activating Personyze
    • Set up a single sign-on
    • Data structure
    • Data Collection and Privacy Control
  • Integrations
    • Data structure
    • Data synchronization (Product/Content/Users)
    • ABM Data Providers
    • Customer Data Platform (CDP)
    • CRM
    • CMS
  • Campaigns Setup
    • Campaigns Wizards
    • Targeting rules and logic
    • Personalization Actions
    • Product/Content Recommendations
    • Campaign QA
  • Analytics
  • API
    • REST API
    • Personyze SDK for mobile devices
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Knowledge Base

Home/Knowledge Base/

6 ArticlesABM →

  • Personyze’s Integration with ZoomInfo for ABM
  • Clearbit ABM Integration
  • 6sense Integration for ABM Personalization
  • leadrebel abm integration
  • Leadfeeder ABM Integration

2 ArticlesAnalytics →

  • Visitors Activity on Site in Real-Time
  • Definitions for Personyze Analytics Metrics

4 ArticlesCampaign QA →

  • Visitors Activity on Site in Real-Time
  • Personyze QA Simulator
  • Personyze Test Mode in Console
  • QA Campaigns

8 ArticlesCampaigns Setup →

  • Targeting Rules in Personyze
  • Resolve audience overlaps and conflicts
  • Targeting and Personalization
  • Get Code for Third-Party Applications Wizard
  • Content Recommendations Wizard

1 ArticlesCMS →

  • WordPress Personalization Plugin

4 ArticlesCRM →

  • Zoho CRM integration
  • Hubspot integration
  • Connecting Personyze to Pardot
  • CRM Integration

3 ArticlesCustomer Data Platform →

  • Setting up Integration with Zeotap CDP
  • Targeting and personalization with Tealium
  • Google Tag Manager

11 ArticlesData Collection and Privacy Control →

  • Categories Tracking
  • Google Tag Manager
  • Setting tracking for product Interaction Event (view/add to cart/purchase )
  • User Profile Data Setup and Synchronizing in Personyze
  • Ensuring Cross-Domain Tracking with Javascript

3 ArticlesData structure →

  • Adding New User Profile Data Fields (ABM & CRM Targeting)
  • Categories Tracking
  • User Profile Data Setup and Synchronizing in Personyze

4 ArticlesData synchronization →

  • Managed Upselling and Cross-selling
  • Adding New User Profile Data Fields (ABM & CRM Targeting)
  • Setting the Product/Content Feed for Your Recommendations
  • Uploading Past/Offline Transactions for Product Recommendations

37 ArticlesGeneral guides →

  • Personyze QA Simulator
  • Resolve audience overlaps and conflicts
  • Page Groups
  • How To Insert Dynamic Variables To a Landing Page Using the WYSIWYG Editor 
  • WordPress Personalization Plugin

15 ArticlesHow To Set Up a New Campaign →

  • Personyze QA Simulator
  • Resolve audience overlaps and conflicts
  • Set Social Proof Widget
  • Content recommendations using client side API JSON
  • JSON Recommendations for Personalization

14 ArticlesPersonalization actions →

  • Page Groups
  • How to Set Up Product Recommendations in JSON Format in Personyze
  • How To Insert Dynamic Variables To a Landing Page Using the WYSIWYG Editor 
  • Personyze campaign data variables on the client-side
  • Set Social Proof Widget

19 ArticlesProduct/content recommendations →

  • How to Set Up Product Recommendations in JSON Format in Personyze
  • Managed Upselling and Cross-selling
  • Set Social Proof Widget
  • Setting the Product/Content Feed for Your Recommendations
  • Quick Add to Cart Button for the Recommendation Widget

42 ArticlesSetup & Integrations →

  • Setting up Integration with Zeotap CDP
  • Personyze’s Integration with ZoomInfo for ABM
  • Managed Upselling and Cross-selling
  • Personyze campaign data variables on the client-side
  • Set up a single sign-on (SSO) client

3 ArticlesTargeting rules and logic →

  • Personyze QA Simulator
  • Targeting Rules in Personyze
  • Resolve audience overlaps and conflicts