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.
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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 the trap…
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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.
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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.
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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…
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User Profile Data Setup and Synchronizing in Personyze
If you're using Personyze for ABM applications, CRM targeting or other types of User Profile Data targeting, you may want to add new fields for the user profile data set.…
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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.
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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,…
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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.…
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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 functions: It…
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Content Placements (Embedding Content in Pages)
Setting Content Placements (Placeholders) for Personalized Content & Promotions UI Path: Account Settings > Content Placements (or in individual actions) What are Content Placements? Content Placements are locations on your…