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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 →Data & Tracking
Track visitor behavior, capture custom profile attributes, set conversion goals, manage cookies and GDPR opt-outs, and configure cross-domain…
8 articles →Setup
How to install the Personyze tag, configure tracking events for products and conversions, set up your product/content feed,…
8 articles →Campaigns
Build personalization campaigns: targeting rules, audience segments, A/B testing, popups and banners, dynamic email content, web push, and…
7 articles →Recommendation Setup & Feeds
7 articles →Actions & Content
The individual action types a Personyze campaign can run — popups, banners, JavaScript, countdown timers, redirects, product recommendation…
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 →Product Recommendations
7 articles →Widgets & Add-ons
6 articles →Developer Resources
REST API reference, native mobile SDKs, template language for action HTML, Google Tag Manager template, and other tools…
6 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 →Content Recommendations
3 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 →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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Personyze Test Mode in Console
Personyze Test Mode Overview Personyze's Test Mode allows you to preview and QA your personalization campaigns on your website before making them live for all visitors. You can…
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QA Campaigns
Quality Assurance for Campaigns Before publishing personalization campaigns to your live audience, it's crucial to thoroughly test them. Personyze provides powerful QA tools to ensure your campaigns appear…
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Personyze QA Simulator
The Personyze QA Simulator enables you to simulate and preview user experiences based on various targeting rules and conditions. You can test and verify campaign accuracy by changing…
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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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Setting Javascript Goals Tracking
Setting Javascript Goals Tracking JavaScript Goal Reporting (IT Required) A JavaScript Goal provides you with a standard JavaScript conversion pixel. When executed, the JavaScript conversion pixel performs two…
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A/B Testing
Split your audience across multiple variations of any Personyze campaign, measure performance against your primary goal and supporting KPIs, and promote the winner manually or automatically. Native A/B…
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Targeting and Personalization
Personyze targeting campaigns show different content, layouts, or offers to specific visitor segments using 70+ real-time signals. Walk through the flow — build the audience with the live…
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Zapier Integration
Zapier connects Personyze to 6,000+ apps with no code. Use it to push data into Personyze — creating or updating user profiles from any app in your stack…