Behavioral Targeting Features

A 360° customer view for behavioral targeting

Target personalized content, site messages, and emails, based on multiple data sources like site behavior, demographics, location, CRM data, referral, weather, social profile, cart data transactions, and more.

The right look with multiple display types

Use Over 20 intuitive personalization widgets to create just about any targeted content you can imagine, such as banners, forms, emails, HTML and Javascript, WYSIWYG page edits, and more.

Optimal timing with smart behavioral triggers

Use smart behavioral triggers based on any specific set of behaviors, such as exit intent, on idle, timer, or products added to cart so that content is only shown when its most relevant.

Integrate your data and put it to work

Personyze can flexibly integrate your CRM or offline customer data, so that any known variable can be used, ranging from site-behaviors to CRM variables like role, industry, or account type.

Deliver Relevant Banners & Popups Based on 70+ User Attributes

Target banners and pop-ups based on 70+ user attributes, including visitors’ real-time and past behavior, demographics, geo-location, CRM data, referral, weather, social data, session dynamic data such as cart value, internal search, form input, custom KPIs, and more. 

Use smart behavioral triggers to deliver banners and popups when the visitor is most likely to engage or most at risk of bouncing.  Triggers include exit intent, idle, timer, scroll %, products added to cart, another banner or popup was viewed/clicked, etc. It also lets you limit how often a popup is shown, to avoid annoying visitors.

Targeting options for popups and banners

Personyze tracks 70+ session attributes (behavior, IP-based location and weather, URL variables, cookies) to target popups/banners precisely.

Examples

  • Current session/cart data: scrape values from tracked elements (search, login, cart total) to drive real-time content.
  • Referral sources: Google, LinkedIn, Facebook campaigns, or referring sites.
  • Interests & behavior: most-visited pages; ranked interests from product/content interactions.
  • Geo & weather: include/exclude by city/region/country and conditions (temp, precipitation).
  • Companies & organizations: IP-to-company targeting (industry, revenue, size).
  • CRM data: industry, account type, funnel stage, etc.
  • System: device, browser, language.
Third-party and ABM data

Integrate virtually any CRM or external database to expand targeting to variables such as role, industry, account type, or budget. Turnkey ABM providers (e.g., Leadfeeder, Albacross, Clearbit) add IP intelligence—company association, industry, revenue, and more.

Control when your popup shows with triggers

Choose purpose-built triggers to time popups:

  • Exit intent — catch leavers with a coupon.
  • On scroll X% — suggest the next content piece.
  • Idle X seconds — re-engage inactive users.
  • On text copy — counter price-checking.
  • Timer / on page enter / re-scroll to top
  • On hover — show interest-based popups.
  • Optional — animations, glass panel.
Popup limitations to avoid annoyance

Throttle frequency to protect UX. Suppress for X sessions after the popup is:

  • Viewed, clicked, or closed
  • Shown for X minutes, then pause for X sessions
  • Conditioned by any of 70+ targeting rules
  • Dependent on whether another action was/wasn’t shown
Display types
  • Top/bottom bar — lightweight reminders (e.g., coupon at checkout).
  • Minimizable popup — can collapse/expand.
  • Sticky top/bottom — persistent placement.
  • Placeholder — embed banners inline as part of the page.
  • Popup position — any of 9 screen quadrants.
  • Rich content — countdowns, forms, recommendations, dynamic variables (first name, etc.).
Smart and dynamic popup/banner content
  • Dynamic user variables: insert first name, company, location, primary interest, etc.
  • Split content by variables: change copy/CTA by time of day, role, segment, and more.
  • Inherit styling & edit HTML: inherit page CSS for fast theming; fully editable HTML for total control.
Targeting — 550px, Hide Others, Overlay Target Info
Targeting — Bigger Popup, Slower Avatars, Responsive Width
AB test

Test and optimize popup/banner performance

Utilize a real-time popup and banner campaign performance dashboard, and conduct A/B testing on the fly. Set triggers for performance alerts to your team to maximize your campaigns’ effectiveness.

Continuously improve results with A/B testing tools that let you compare algorithms, designs, and more. Use control groups to measure the true lift in conversions driven by your recommendations.

In addition to the built-in Personyze performance dashboard, you can track recommendation campaign results on third-party analytics platforms. Personyze integrates with tools like Google Analytics, allowing you to view the performance of each recommendation widget, algorithm, or control group directly within your Google Analytics dashboard.

Gain deep insights into your banner and pop-up performance

Access a unified Personyze dashboard with real-time metrics on views, clicks, closes, conversions, and revenue—so you can instantly measure engagement, compare campaign performance, and optimize every banner and pop-up for maximum ROI.

Detailed Reporting Dashboard

Personyze automatically tracks views, impressions, clicks, closes, and purchases—and can track many more behaviors. Any tracked metric can be used in A/B tests and visualized in a detailed reporting dashboard.

Focus-aware metrics: a “view” is counted when content is actually in page focus; if content is delivered but not seen, it’s recorded as “executed.”

Google Analytics integration

Personyze integrates with Google Analytics out of the box, and can also forward analytics to third-party platforms via pixels when popups or banners are viewed, clicked, or closed.

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Easy to Use, Integrates Into Your Site in Minutes​

Our step-by-step wizards guide you through the process of creating personalized popup and banner campaign. Industry best practice responsive templates make the process even easier.

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White Glove Service

Onboarding, training, and campaign setup—guided by your dedicated success manager.

Wizards & Templates

Easily personalize site and email content with step-by-step guidance and stunning, customizable templates.

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

Works on any website regardless of platform, all channels, with server-side and client-side APIs.

Quality Control

Test changes in a safe environment, share preview links, and manage access with SSO and user permissions.

Book a demo with a personalization expert

Discover how Personyze can transform your customer journey and boost conversions. Discuss your use case, ask questions, and see a live demonstration on your website.

  • Live video demo
  • 15 minutes
  • Live Q&A
Personalization expert
In this demo, we’ll review your goals, walk through real examples, and show how personalization can run on your site in real time.
Sounds good—please schedule a quick walkthrough.