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Articles, walkthroughs, and integration guides — organized by topic. Use ⌘K to jump to any article instantly.
Campaigns
Build personalization campaigns: targeting rules, audience segments, A/B testing, popups and banners, dynamic email content, web push, and…
30 articles →Recommendations
Configure product and content recommendation widgets: algorithms, filters, fallbacks, managed cross-sell, and the JSON API. Personalized recommendations that…
23 articles →Integrations
Connect Personyze to your CRM (HubSpot, Pardot, Zoho, Tealium), email platform (Mailchimp, Klaviyo, ActiveCampaign, Brevo), CDP (Segment, Zeotap),…
19 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 →Developer Resources
REST API reference, native mobile SDKs, template language for action HTML, Google Tag Manager template, and other tools…
6 articles →Setup
How to install the Personyze tag, configure tracking events for products and conversions, set up your product/content feed,…
4 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 →Recently updated
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Setup by Site Type — Tracking, Feeds & Integrations
Pick your site type — e-commerce, B2B/SaaS, publisher, or mixed — and follow the setup checklist for the tracking events, feeds, and integrations that apply to you. Avoids…
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WYSIWYG Editor
What is the WYSIWYG Editor? The What You See Is What You Get (WYSIWYG Editor) is a point-and-click visual editor that allows you to adjust any aspect of…
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Activating Personyze On Your Site
Important: Do NOT use these codes interchangeably.
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One-Page Applications
Enable Personyze tracking and personalization on single-page applications (SPAs) where URL changes don't trigger full page reloads. Plus how SPA mode interacts with cross-domain tracking.
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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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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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A/B Testing Wizard
This wizard makes it easy to conduct evidence-based marketing by creating different testing groups, setting their priority, and also using a control group if desired.
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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.…