Personalization Glossary
Basic Personalization Terms
App Personalization
Personalization applied inside native apps—typically via embed widgets, the Personyze SDK, or API integrations (e.g., in-app recommendations or targeted UI).
Behavioral Targeting
Targeting based on on-site behavior (source, pages viewed, dwell time, sequences). Example: visitors who engaged with Product X see an exit popup offering a discount on Product X.
Content Recommendations
Algorithms that recommend articles, posts, case studies, etc., to grow engagement and time-on-site. Personyze includes dedicated wizards/algorithms for content use cases.
Cross-Channel Personalization
Using consistent personalization across multiple channels (site, email, app, push) with a unified profile informing each touchpoint.
Dynamic Landing Pages
One page that adapts to audience/attributes (industry, role, company size). Elements like headlines, CTAs, badges, and pricing can vary by segment.
Email Personalization
Personalized emails using variables (name, company) plus AI recommendations; behavior-triggered workflows from on-site signals.
Email Recommendations
Embedding recommendation blocks in email (content or products) and triggering sends based on precise behaviors/events.
Marketing Automation
Replacing manual outreach with automated, rules-based experiences: targeting, recommendations, drip emails, and more—across channels.
Omnichannel Personalization
Personalization across all channels (site, app, email, push), informed by the same profile so no touchpoint is generic.
Personalization
Umbrella term for adapting digital experiences per visitor or segment—targeted content, recommendations, triggered comms, etc.
Product Recommendations
Algorithms that present products each shopper is likely to buy (cross-sell, upsell, new-in-stock, repeat purchase, etc.).
Recommendations
Algorithmic selection of items (content or products) likely to drive engagement or revenue, informed by behavior + item metadata.
Segmentation
Grouping visitors into cohorts based on shared attributes/behaviors to tailor what they see.
Targeting
Rules that determine who should see an experience (e.g., new visitors from industry=Aviation, location=UK, interest=Loans).
Website Personalization
All on-site adaptations—targeted edits, banners, popups, recommendations—driven by audience logic.
A/B Testing
Test competing variants to find winners. Personyze can run A/B tests inside targeted segments (not just random to all traffic).
Zero-party Data
Preference data that users intentionally share (e.g., quiz answers, profile choices). High-signal input for targeting and recommendations.
Triggers vs. Conditions
Conditions define who qualifies (audience). Triggers define when to fire (e.g., exit intent, time on page, scroll depth).
Audience vs. Segment
Segment is a rule-based cohort. Audience is the actual, live set of users who currently match those rules.
Ecommerce Personalization
Cart Abandonment Tools
Reduce abandonment with: abandoned-cart emails (include similar items), exit popups, targeted incentives, and overall on-site personalization.
Ecommerce Personalization
Core elements: product recommendations, targeted promos, cart-save tactics, email remarketing, social proof, urgency, and more.
Exit Popups
Capture leaving shoppers with targeted offers (coupon, save cart link) or high-appeal recommendations; great for bounce/abandon mitigation.
Product Algorithms
Product-focused algorithms consider browsing, cart, purchase, inventory, and price signals to rank what to show next.
Product Feed
Inventory/catalog data that powers interest tracking and recommendations. Feed onboarding is supported for all accounts.
Product Remarketing Emails
Triggered by recent interest but no purchase (or complementary to a purchase). Helps recover sales and grow AOV.
Product Interactions Monitoring
Captures Viewed / Add-to-Cart / Wishlist / Purchased events to feed algorithms and measure lift; set during onboarding.
Sense of Urgency
Low-stock, countdowns, or limited-time offers to motivate checkout—targeted so urgency stays credible.
Social Proof
Real-time or recent-trend cues (e.g., “54 shoppers from your city viewed this today”) to validate choices and increase AOV.
Targeted Promotions
Offers shown to specific audiences (e.g., geo-based free shipping, first-purchase coupons, loyalty tiers) via banners or smart popups.
Cross-sell vs. Upsell
Cross-sell: complementary items (memory card with camera). Upsell: higher-tier alternative of the same product category.
Replenishment & Reorder
Remind or auto-suggest repurchases on expected cycles (e.g., filters, supplements), via on-site prompts or email.
Bundles & Frequently Bought
Combine items and show “frequently bought together” suggestions to raise AOV while keeping relevancy high.
On-page vs. In-email Recommendations
On-page: real-time context (current PDP/cart). In-email: re-engagement and lifecycle prompts. Both share the same profile/signals.
B2B Personalization Terminology
ABM Personalization
Account-Based Marketing focuses on a smaller set of high-value accounts with highly tailored experiences. Personalization makes ABM scalable (e.g., a single dynamic landing page that changes by account/company, industry, size, role).
B2B Personalization
Applying personalization to B2B journeys (often ABM-driven): adapting pages, content, and CTAs by firmographics, role, account stage, and pipeline goals.
CRM Targeting
Sync CRM data to create targeted experiences (e.g., upsell messages only for basic-tier accounts). You can also inject CRM fields (company, role, stage) into on-site content.
Dynamic B2B Content
Case studies, white papers, logos, testimonials, and CTAs adapt by industry, country, or role—on a single page—using audience rules.
Dynamic Landing Pages
Modular landing pages that morph per visitor/account—headline by industry, CTA by role, pricing by company size—so one page serves many segments.
Dynamic Lead Forms
One form adapts its copy, imagery, and CTA by company, industry, or interest—improving relevance and completion rates.
Third-Party ABM/B2B Data
Firmographic/technographic data from providers (e.g., company, size, industry, tech stack) enriches anonymous traffic for immediate B2B targeting.
ICP (Ideal Customer Profile)
The firmographic/behavioral blueprint of accounts with highest LTV and win rate—guides your targeting and content priorities.
Firmographic Targeting
Targeting by company attributes (industry, size, revenue, HQ region, tech stack, etc.).
Intent Data
Signals (first- or third-party) that indicate research activity on a topic—used to prioritize outreach and tailor pages.
Lead Scoring
A numeric model combining fit (ICP) and engagement (intent/behavior) to trigger sales hand-offs or new experiences.
MQL vs. SQL
MQL: Marketing-qualified by engagement fit. SQL: Sales-qualified after SDR/AE validation—often triggers a different site/email experience.
ABM Playbooks
Predefined sequences (ads → page → content → email → SDR) where each step is personalized to the account and measured for lift.
Email Personalization Terms
Email Drip Campaign
Sequenced emails sent over time, with rules to stop or branch based on opens, clicks, or conversions.
Email Personalization
Personalized content and targeting in email—variables (name, company), behavior-triggered messages, and embedded AI recommendations.
Email Sender Reputation
ISPs score your domain/IP. High relevance and lower spam signals protect deliverability; personalization helps keep reputation high.
Get-code Recommendations
Copy-paste code that renders recommendations inside third-party ESP emails. It fetches items at open-time for maximum relevance.
Open-time Email Recommendations
When the email opens, Personyze requests fresh recommendations, ensuring content stays current and personalized.
Webhooks
Signals sent to your ESP/automation tool (often via Zapier) to add contacts to lists or trigger drips when on-site behaviors occur.
SPF / DKIM / DMARC (Authentication)
Email authentication standards that protect domain reputation and deliverability. Recommended for any sending domain.
Send-time Optimization (STO)
Choosing the best time per recipient (or segment) to maximize opens/clicks based on past engagement patterns.
Preference Center
Let subscribers choose topics/frequency—feeds zero-party data back into targeting and content selection.
Suppression Lists
Lists of addresses you won’t email (unsubscribed, hard bounces, complaints). Critical for deliverability and compliance.
Attribution & UTM Tagging
Consistent UTM parameters connect email clicks to session behavior, revenue, and personalization outcomes in analytics.
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Wizards & Templates
Personyze comes with responsive templates for different industries and scenarios.
Performance Analytics
Continuously improve with a performance dashboard featuring default metrics and custom KPI tracking.
CRM and User Data
360° user profiles for hyper-personalization, with easy plug-and-play integration to your CRM, CDP, or ABM.
API and Integrations
Even easier plug-and-play integrations with popular platforms, such as Segment, WordPress, Shopify, Magento, Salesforce, Hubspot, and more.
Quality Control
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