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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Consent Mode — Loading Personyze Under a Consent Manager
Personyze must not touch a visitor’s device before they consent. There are two ways to guarantee that, and you want one of them — set it under Tracker…
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Site Profile Settings — Features, Analytics & Advanced Controls
The Site profile is the top-level settings page for a single tracked site — it controls which Personyze capabilities are active and how that site behaves. Open it…
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Content Placement — Placeholders
Placeholders are named slots on your website where Personyze content appears — a banner in your header, a recommendations rail on a product page, a message above the…
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Visitor Attributes — Customer & Session Data
Visitor Attributes is where you decide what Personyze remembers about every visitor — search queries, cart totals, account tier, last category browsed, anything you want to use for…
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Conversion Tracking — Define Goals That Count
Conversion tracking is where you define the events that count as success — a purchase, a sign-up, a button click, a page visit, a form submission. In Personyze…
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Uploading Feeds & Data Files (Catalog, Interests, Content, Users)
How to feed data into Personyze — product catalogs, content catalogs, interests, and user lists — via file upload, URL feed, SFTP, or API, with the CSV format rules that…
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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…
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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.
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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.