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Actions & Content

Templates

Ready-made designs for Personyze actions, configured from the action menu without code. Browse by type — recommendations, popups, bars, forms, progress — or by feature.

Updated 2 weeks ago 3 min read
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by Admin

What Templates Are

A template is a ready-made design for an action — the layout, styling, and behavior already built, with every option exposed in the action menu so you configure it without writing code.

Pick a template when you add an action, set its options, preview, and publish. The template controls how the content looks and behaves; the action’s audience and data-source settings control who sees it and what goes in it. The two are independent, so you can swap a template later without rebuilding your targeting.

Browse by Type

What kind of thing you want to put on the page.

Product Recommendations (9)

Sliders, grids, lists, and cards that render recommended products.

Popups & Modals (6)

Center modals, full-screen overlays, corner toasts, and coupon popups.

Bars & Announcements (4)

Top and bottom bars, rotating announcements, and hero sliders.

Forms & Lead Capture (5)

Email capture, quizzes, and anything that collects a visitor detail.

Progress & Status (5)

Free-shipping meters, tiered status bars, and status cards.

Browse by Feature

What the template does, regardless of its shape. Templates listed here also appear under their type above — a spin wheel is both a form and a game; an event progress bar is both a progress display and a countdown.

Countdown & Urgency (3)

Anything with a ticking clock or a deadline.

Gamification (3)

Spin wheels and quizzes — interaction in exchange for a reward.

Buy Together & Bundles (2)

Multi-product bundles with a combined price.

Customizing a Template

The recommendation templates come in two families — horizontal sliders / grids and vertical lists — and within each family they share one engine, differing only in defaults. Any of them can be reshaped into another from the menu, so pick the one that starts closest to what you want.

Every template exposes its options in the action menu, and most also have Custom Style fields for CSS you add yourself.

One rule holds across all of them: if a style change doesn’t stick, the property is locked — either by a preset or to protect it from your site’s theme — and you need !important on your declaration for it to take precedence.

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