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.

• Setup by Site Type — Tracking, Feeds & Integrations

  7 hours ago · 8 min read

  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 the trap…

• Set up a single sign-on (SSO) client

  4 days ago · 2 min read

  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

  8 hours ago · 3 min read

  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.

• Activating Personyze On Your Site

  8 hours ago · 2 min read

  Important: Do NOT use these codes interchangeably.