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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 →Product Recommendation Templates
9 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,…
7 articles →Recommendation Setup & Feeds
7 articles →Product Recommendations
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 →Actions & Content
The individual action types a Personyze campaign can run — popups, banners, JavaScript, countdown timers, redirects, product recommendation…
7 articles →Developer Resources
REST API reference, native mobile SDKs, template language for action HTML, Google Tag Manager template, and other tools…
6 articles →App & API Campaigns
6 articles →Content Recommendations
6 articles →Widgets & Add-ons
6 articles →Popup & Modal Templates
Ready-to-use HTML widget templates for announcements, popups, and promotions.
6 articles →Web Browser Campaigns
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 →Form & Lead Capture Templates
5 articles →Progress & Status Templates
5 articles →Email Campaigns
4 articles →Bar & Announcement Templates
4 articles →Gamification Templates
3 articles →Countdown & Urgency 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 →Analytics & Reporting
Understand campaign performance: revenue attribution, click-through rates, conversion lift, real-time visitor activity, and the metrics that show whether…
2 articles →QA & Launch
Preview campaigns as any visitor profile, use test mode in the console, and QA campaigns end-to-end before flipping…
1 article →Campaigns
Build personalization campaigns: targeting rules, audience segments, A/B testing, popups and banners, dynamic email content, web push, and…
0 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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Slack Integration
Post Personyze campaign alerts and identified-visitor notifications into a Slack channel using an incoming webhook.
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Identity HTTP Headers
Attach custom HTTP headers to the requests Personyze makes to your domains, so CloudFront, AWS WAF or an API gateway does not block them.
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Full-featured API
Generate and manage the API keys that authenticate programmatic access to Personyze, with links to the complete REST API reference.
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6sense Integration for ABM Personalization
Use 6sense firmographics and buying-stage intent to personalize — including the setup step that happens in 6sense, not Personyze, and why a missing one is invisible from this…
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Zoho CRM Integration
Connect Zoho CRM by OAuth and use CRM fields for targeting, dynamic content and A/B tests — including why property mapping, not the connection, is what makes data…
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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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CRM Integration
Informing Personyze with your CRM data allows our system to know your site’s visitors better, which always means better segmentation and personalization.
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Guide to Install Personyze on a Shopify Store
This quick-start guide shows how to connect Personyze to your Shopify store: install the app, enable the App Embed in your live theme, and enter your Account ID.…