Setup
How to install the Personyze tag, configure tracking events for products and conversions, set up your product/content feed, and connect your CRM and ABM data sources. Start here for any new Personyze account.
-
Upgrade or Downgrade Your Plan
Change the subscription plan for a site from Billing & plan. How the four-step wizard works, what's charged on an upgrade, and how unused time is credited back on a…
-
Team Members — Add Users, Roles & Environments
Invite teammates to your Personyze account and control what they can access. How to add new or existing users, and what the Member/Manager roles and Test/Production environments allow.
-
Set up a single sign-on (SSO) client
Set up Single Sign-On (SSO) so your team accesses Personyze through your existing identity provider — Auth0, Okta, OneLogin, or any SAML 2.0 IdP. Centralizes user provisioning and deprovisioning.
-
Personyze client side cookies
Reference for the cookies and local storage entries Personyze uses for visitor identity, session tracking, and frequency capping — including expiration, scope, and GDPR-relevant retention controls.
-
Categories Tracking
One important factor for many types of recommendations on both content and product sites is what category is being viewed, and this is not something that is always necessarily set…
-
User Profile Data Setup and Synchronizing in Personyze
Add permanent profile fields, import users in bulk from a file, feed, SFTP, or API, tie them to visitors with a key, and use them for ABM and CRM targeting.
-
GDPR Compliance & Opt-Out for Personyze Tracking
How to opt visitors out of Personyze tracking for GDPR/privacy compliance using JavaScript, and how to verify and re-enable tracking when consent is granted.
-
Cross-Device Tracking
Identify Your Visitors When They Browse from Multiple Devices, or Based on Offline CRM Data Overview of the User Identification Process By default, Personyze uses cookies (Session and User cookies,…
-
Cross-Domain Tracking
Cross-Domain Tracking with Personyze Personyze enables automatic tracking of user activities across different domains! Doing so will enable you to track the entire activity of users throughout all your domains.…
-
Grab Data from Your Site — Session, Profile & Identity
Capture values from your pages — cart totals, form inputs, emails, CRM IDs — and use them for targeting, dynamic content, and cross-device recognition.