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.
24 articles →Content & Design
What the visitor actually sees: the action types, the editors that build them, and the template gallery.
23 articles →Reviews, Feedback & Surveys
Show the right reviews to each visitor, collect new ones, ask one question or a few, and show…
20 articles →Start Here
Install Personyze, verify it is running, and get the account ready — site profile, team members, plan.
18 articles →Campaigns
Building, testing and launching a campaign, and every channel it can run on — web, email, push, mobile…
14 articles →AI Assistant
The chat agent and the ask box — what they know, how they behave, what they may offer,…
14 articles →Audiences & Targeting
Deciding who sees what — targeting rules, page groups, CRM lists, custom profile fields and overlapping audiences.
12 articles →Analytics & Data Platforms
Segment, Tealium, Zeotap and Google Analytics.
12 articles →ABM & Visitor Identification
Turning an anonymous visit into a company name — 6sense, Clearbit, ZoomInfo, Albacross, Leadfeeder, leadREBEL.
12 articles →Use Cases
Complete recipes, start to finish — each one a campaign you could build this afternoon.
11 articles →Account & Billing
Your plan, your balance, the people who can log in, and how to reach support.
10 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 →Web Browser Campaigns
Campaigns that run on your own site.
8 articles →Recommendations
Product and content recommendations end to end — algorithms, feeds, filters, wizards, widgets and JSON delivery.
8 articles →Developers
The REST API, SDKs, server-side personalization and the template language.
8 articles →Recommendation Setup & Feeds
The catalog behind a recommendation — feeds, interests, filters and fallbacks.
7 articles →Product Recommendations
Algorithms, wizards and delivery for product recommendations.
5 articles →The Tracker
What the tracking code records, and the situations that need it told something extra.
5 articles →Automation & Webhooks
Zapier, Make, n8n, Slack and raw webhooks.
5 articles →QA & Launch
Preview, forecast, publish safely — and what to check when something does not show.
5 articles →Analytics & Reporting
Reading the numbers: dashboards you build yourself, campaign performance, conversion goals, live activity and metric definitions.
4 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 →Visitor Data
What Personyze holds about a person — your own fields, session values, and identity.
3 articles →Privacy & Consent
Loading under a consent manager, and honouring an opt-out.
3 articles →Feeds & Uploads
Getting your catalog, content, interests and users into Personyze.
3 articles →Integrations
Connecting Personyze to the rest of your stack — CRM, ABM enrichment, CDPs, automation tools and AI assistants.
2 articles →Web Push Campaigns
Collecting subscribers and sending browser notifications.
2 articles →AI Assistants
Connect Claude, ChatGPT and other assistants to your Personyze account.
2 articles →Content Recommendations
Algorithms, wizards and delivery for article and content recommendations.
2 articles →Conversions
Wiring a goal to a real event on your site.
2 articles →Tracking & Data
What Personyze collects and how you feed it: tracker events, goals, consent, identity, profile fields and data uploads.
1 article →Recently updated
-
Hunter Integration — Apollo’s Fallback for Finding the Right Person
Connect your own Hunter API key so Company follow-up can find the right person at a visiting company when Apollo has nobody there, or on its own when…
-
Apollo Integration — Find the Right Person at a Visiting Company
Connect your own Apollo API key so Company follow-up can find the right person - name, title and verified work email - at each company that visits your…
-
Company Follow-up — The Right Person at Every Company That Visits
When a company you can sell to visits your site, Company follow-up finds the right person there with your own Apollo or Hunter key, makes a page for…
-
Zoom Integration — A Zoom Meeting for Every Booking
Connect each host’s Zoom account so every meeting booked through Personyze gets its own Zoom meeting and join link — plus how to remove the app and what…
-
Session Recordings Tagged with the Variant (Clarity, Hotjar, FullStory)
Personyze can tag each session recording in Microsoft Clarity, Hotjar or FullStory with the campaign and the A/B group the visitor was shown. You can then filter the…
-
AI Personalization: What Changes — The Parts of Your Pages
The What changes step of an AI Personalization campaign: the parts of your pages that speak to each segment, how each is turned on, and what its drawer…
-
AI Personalization: Versions and Results — Approve, Compete, Measure
Approve the words Personyze writes for each segment in Review all, choose how the versions compete, see your site as each segment does from the QA step, and…
-
AI Personalization — Your Own Pages, Speaking to Each Visitor’s Segment
AI Personalization changes your own hero, message bar, header button, menu item, pricing table and more for each visitor's segment, in words Personyze writes from your site and…