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Behavioral Targeting

Describe them.
Target them.

Personyze reads what every visitor does — pages, clicks, searches, carts, sources, your CRM — and turns it into audiences you can act on the second they match.

Build an audience from anything a visitor does, choose the moment it fires, and answer on the page, in a pop-up, by email or by push — then see what each audience earned.

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Not sure who to target first? See targeting ideas for your site
G24.8 Capterra4.6
Use cases

Start with these four. Build any you can describe.

Cart abandoners, returning VIPs, B2B accounts, first-time visitors — the high-leverage segments, all from one engine.

Cart abandoners

Catch them at the moment of doubt.

Trigger an exit-intent or 30-second-idle message the second a real cart enters jeopardy. Personalize with the items, the cart total, and the right incentive for the right tier.

  • Live cart-state detection — no manual tagging
  • Tier-aware offers (no discount on VIPs, free ship for first-timers)
  • Continues across email + push if they leave
Audience match
Cart > $80 Idle > 30s Not VIP
Trigger
Exit intent + idle
+22% Avg checkout recovery rate
Returning VIPs

Recognize them before they introduce themselves.

Match against CRM tier, LTV, and visit history. Skip the discount popups, surface the white-glove track instead — private restocks, early access, concierge support.

  • Real-time CRM + CDP sync (HubSpot, Salesforce, Segment, Tealium)
  • Suppress generic offers, surface tier-specific ones
  • Identity stitching across device + session
SR
Sofia R. · VIP
LTV $2,140 · 7th visit
👑 Free express ship + early access
3.4× VIP repeat-purchase rate
B2B accounts

Recognize the company before the form.

IP-to-company match plus firmographic enrichment turns anonymous traffic into named accounts. Swap headlines, social proof, and CTAs to match their industry — before they even fill anything.

  • Clearbit, ZoomInfo, 6sense integrations
  • Industry, size, revenue, tech stack signals
  • Per-account journey + Slack/CRM alerts
A
Acme Corp.
Logistics · 1,200 employees
FORTUNE 500 SALESFORCE
Match
Logistics ICP
+58% B2B form-fill rate on matched ICPs
First-time visitors

Welcome them with the context they brought.

Source, geo, weather, device, the page they landed on — all of it is signal before they click anything. Swap the headline. Swap the social proof. Swap the offer.

  • UTM + referrer + paid-channel detection
  • Geo + weather variants, no extra tags
  • Auto A/B variants for cold traffic
Context detected
Source: Google Mobile Berlin · 12°C
🧥 Berlin's cooling off — shop the new wool edit
+18% Bounce drop on context-matched LPs

Free AI tool · Inspire me

See targeting ideas for your site.

Give Inspire me your address. It reads your pages the way a first-time visitor sees them and writes which audiences your site serves and what each should see: which change, on which page, and how to measure it.

Like an idea? Describe it to our AI personalization agent and it builds the campaign for you.

Free · about 4 minutes · no email needed · see an example plan

1What kind of ideas?

OnlyTargetingA/B testsBanners & pop-upsRecommendations

2Your website

Scan my site

Free · nothing to install · it reads your public pages

Reading yourstore.com

As a new visitor would see it · about 4 minutes

  • Home page
  • Outerwear
  • Alpine Parka
  • Sale
  • Bag

Waypoint & Co. Done

Only: Targeting · your plan

1
Returning shoppers: lead with what they viewed
For: second visitsHome page
Measure: return visits that buy
2
Deal-seekers: the sale first, everyone else full price
For: visitors who opened SaleHome page
Measure: revenue per visitor
3
Wholesale buyers: the trade line for known accounts
For: companies in your CRMEvery page
Measure: trade enquiries

1Returning shoppers: lead with what they viewed

TodayWith Personyze
Welcome back. The Alpine Parka is still in your size.Plus the two pieces most often bought with it

Drawn on your own page — for a returning visitor who viewed the Alpine Parka.

Unified visitor profile

70+ attributes. One profile.

Every visitor is the sum of dozens of signals. Personyze stitches them together — first-party behavior, CRM, weather, device, session, and referral — into one identity that travels with them across visits, devices, and channels.

  • First-party + CRM + third-party — HubSpot, Salesforce, Clearbit, Segment, ZoomInfo, Tealium, all wired in.
  • Cross-device identity stitching — cookies, emails, CRM IDs reconciled into one visitor.
  • Real-time + historical — current session AND past 90 days, in the same query.
  • No data feed? No problem. — site crawler builds product/content feeds; visual scraper grabs cart totals, search inputs, form values.
📍Geo & Weather
🧠Behavior
🛒Session / Cart
🔗Referral
💼CRM data
🏢Companies (ABM)
📱Device & Browser
📈Site KPIs / Goals
Unified visitor profile
All 70+ attributes stitched into a single identity, queryable in real time across web, email, push, and API.
The vocabulary

The signals, said out loud.

Forty-one families of rule, and every one of them is a sentence a marketer can say. Combine them with AND, OR and NOT, nest them as deep as the audience needs, and they are re-read on every single request — not once a night.

Who they are

  • New, returning, or their Nth visit
  • Country, region, city — from IP or GPS
  • The company their IP belongs to
  • Ranked interests, by strength
  • Anything on their CRM record
  • Any list they belong to

The first source they ever came from

Recorded once, the first time that visitor was ever seen, and never overwritten — separate from the source of the visit happening now. So the organic reader who converts eight visits later is still attributable to the ad that found them.

Not “has a cart”. This cart.

The commerce rule filters on any attribute in your catalog, with quantity, value and a time window: Apple products worth over $1,000, left in the cart, in the last seven days. The same rule shape works over content — three articles by one author this month.

What your other campaigns already did

Target on whether a specific action was shown, clicked, closed or converted in this session, or whether another campaign matched at all. This is how you stop two pop-ups arriving one after the other, without anyone maintaining a spreadsheet of who fires when.

Values read live off your own page

A container reads a value off the page as it renders — cart total, plan name, whether they are signed in, the tier on their account — and it becomes a targeting rule the moment it is captured. No feed, no nightly sync, no waiting.

And the company behind the IP

Whichever provider you already pay for — or none, and use ours.

ZoomInfoSnitcher6senseLeadfeederAlbacrossLeadRebelTealiumHubSpot
In the panel

See it in Personyze, screen by screen.

Pick a behaviour, set the rule, combine it with others and read the audience back in plain words — real screens from the campaign wizard.

The Target stepWatch
Behavioral targeting rules in the campaign wizard: time on site, landing page, referrer, interests, campaigns clicked, page views, keywords, last search, UTM and weather
Open full size ↗
The Target step

Every behaviour, a rule

Time on site, landing page, referrer, interests, campaigns clicked, page views, keywords, last search, UTM, weather — and the visitor context and CRM fields beside them.

The Target step

Set a rule in plain terms

Interests: the strongest, the last or any interest, contains or is exactly — here, outerwear.

The Target step

Combine rules, read it back

Three rules joined with AND, and the audience story in plain words: outerwear fans, returning, from organic search.

The Target step

Or target an audience found in your data

Discovered audiences right in the rule picker — each with its lift and evidence, to target or to exclude.

Watch

Setting up campaign targeting: audience rules step by step 1:55

Rules, groups and the audience story — narrated, in the real panel.

Watch

Personalizing the home page for shoppers who browsed a category 2:25

A home page banner for the visitors who browsed one category.

Watch

Showing visitors what they searched for 0:48

The Last search rule, and recommendations for what they looked for.

1 / 7

Screens from a Personyze demo shop.

Start targeting Book a demo
How it works

Five steps to launch behavioral targeting.

From data integration to attributed lift — the full build flow, from your audience builder to live A/B-tested experiences.

Step 1 · Connect

Wire up your data sources

Drop the snippet, sync your CRM, or push events via API. HubSpot, Salesforce, Segment, Tealium, Clearbit — turnkey.

SourcesSnippet · CRM · API
Step 2 · Audience

Build segments visually — no SQL

Drag attributes into a visual builder. Combine any signals with AND/OR logic. Save segments, reuse across campaigns.

SegmentVIP · cart $80+ · idle 30s
Step 3 · Build content

Pick a widget. Style it. Bind dynamic data.

20+ widgets: banners, popups, in-line replacements, full page edits. WYSIWYG editor for marketers, custom JS for engineers when needed.

WidgetHero swap + sticky bar
Step 4 · Trigger

Pair audience with the right moment

Exit intent? Idle time? Scroll depth? Cart event? Any trigger combines with any audience. Frequency caps default-on.

TriggerExit intent + idle > 30s
Step 5 · Measure & optimize

Auto A/B, attribution, auto-shutdown

Built-in A/B testing splits traffic. Statistical-significance auto-shutdown rolls winners out, kills losers. Per-segment lift in your dashboard or GA4.

Tracked+24% lift · significance reached
Where it shines

Different industries. Different plays.

Behavioral targeting looks different for an e-commerce VIP than for a SaaS trial-expiry. Six common patterns, each tuned to the way real teams build campaigns.

E-commerce · Fashion

Recognize VIPs. Recover carts. Beat generic.

One-time deal-hunters and 7-visit VIPs both add to cart — but they shouldn't see the same banner. Tier-aware messaging means no discount given when full price would convert anyway.

  • VIP recognition via CRM tier + LTV — no discount popups for repeat customers
  • Cart-value-aware exit intent: $30 cart sees free ship, $300 sees concierge support
  • Cross-sell on PDPs based on category history + complete-the-look algorithms
  • Geo + weather variants for seasonal product surfacing (raincoat in Seattle, sun-hat in Miami)
SaaS · Product-led growth

Convert trials. Expand accounts. Cut churn.

The trial visitor on day 3 needs a feature tour. The day-12 trial needs an upgrade nudge. Same site, different in-app messaging, different outcome.

  • Trial-day-aware in-app messaging — feature tours early, upgrade nudges late
  • Account-based variants for ABM landing pages (firmographic match via Clearbit / 6sense)
  • Churn-risk surfacing: low-usage accounts see help-center prompts, not feature ads
  • Plan-aware pricing-page personalization (current plan dimmed, upgrade tier highlighted)
Publishers · News & media

Drive registrations. Convert paywall hits. Lift session depth.

The casual reader needs a soft-prompt newsletter offer. The paywall-hit needs a discounted intro. Knowing who's reading what unlocks both moments.

  • Topic-affinity targeting — surface related stories without recency bias
  • Paywall variants by visit-frequency: 1-visit gets free read, 5-visit gets paid offer
  • Newsletter prompts triggered by scroll depth + time-on-site, not pageview count
  • Subscriber win-back flows for lapsed readers (segmented by topic interests)
Travel · Hospitality

Match the moment of intent. Capture before they comparison-shop.

Origin-destination context, traveler type, search history, dwell time — the inputs are all there. The right offer at the right moment is the difference between a booking and a refresh of Kayak.

  • Origin-destination targeting (Miami→Cancun shopper sees direct flights, not connections)
  • Traveler-type segmentation: business, family, luxury — each sees its own room class
  • Loyalty-tier upgrades surfaced contextually (Gold tier sees free room upgrade banner)
  • Abandoned-search recovery via push + email with the exact dates they were checking
Financial · Wealth & banking

Cross-sell with context. Onboard with relevance. Keep every offer within your rules.

A first-time visitor to a credit card page is not the same as a returning customer with a checking account. Personalize the next-best-product suggestion without violating account-data boundaries.

  • Next-best-product recommendations based on existing account mix and life-stage signals
  • Onboarding paths that adapt to product type (checking vs. wealth vs. business loan)
  • Geo + branch-affinity routing for in-person services and co-branded promotions
  • Offer rules that decide which variant each audience may see
B2B · Enterprise & ABM

Recognize the company before the form. Personalize the pitch.

IP-to-company match plus firmographic enrichment turns anonymous traffic into named accounts. Swap headlines, social proof, and CTAs to match their industry — before they fill anything.

  • IP+firmographic enrichment: Clearbit, ZoomInfo, 6sense integrations out of the box
  • Industry-tuned hero copy + logo carousel (logistics co. sees logistics customers, not retailers)
  • Account-tier-aware demo CTAs (Fortune 500 visitors get a different form than SMB)
  • Per-account journey tracking pushed to Salesforce + Slack alerts to AEs
Live, in the platform

Build the audience. Watch it perform.

The visual builder lets you describe any audience in plain logic — combine attributes with AND/OR rules and smart triggers. Live performance dashboards show what's working, by segment, in real time.

app.personyze.com/audiences/builder

Live, interactive previews of the actual platform UI.

By the numbers

Proven at scale. Fast to launch.

+24%
Avg lift on targeted segments
70+
Visitor attributes & data points
20+
Content & targeting widgets
1,500+
Brands using Personyze
A/B testing built in

Test smarter. Win automatically.

One audience, one moment, two offers. Personyze splits traffic, watches per-segment lift, and auto-promotes the winner the moment statistical significance is reached.

Test #214 · VIP cart-recovery incentive Test running · Day 9 of 14
Audience Gold-tier returning visitors · cart > $80
Trigger Exit intent or 30s idle on cart page
KPI Cart recovery rate (purchases / abandonments)
Variant A · Discount 50%
gadgetgear.com/cart
GOLD MEMBER · PRIORITY

Your cart is waiting, VIP.

15% off your order — today only.

Sessions 2,847
Recovered 524
Recovery 18.4%
Revenue $41k
Winner
Variant B · Free shipping 50%
gadgetgear.com/cart
GOLD MEMBER · PRIORITY

Your cart is waiting, VIP.

Free express shipping + concierge support.

Sessions 2,902
Recovered 664
Recovery 22.9% +24%
Revenue $58k
Statistical significance reached (p < 0.01). Free-shipping variant will be auto-deployed to 100% of Gold-tier visitors at 99% confidence. Per-segment lift, holdout cohorts, and frequency caps all configurable in the same builder.
Everywhere a visitor shows up

One audience model. Every channel.

Build a segment once, target across web, email, push, in-app, and API — without re-creating it in five different tools.

Web

Banners, popups, hero swaps, in-line replacements, sticky bars — rendered on any page, any visitor.

20+ widget types

Email

Triggered drips and open-time personalization — same segment logic in your existing ESP.

HubSpot, SendGrid, Mandrill

Push

Web push and native iOS/Android with the same audience and trigger logic. Cross-channel orchestration built in.

SDK + REST API

In-app

Modal, slide-in, and rich content surfaces inside your iOS/Android apps — same segment, same data.

Mobile SDK

Server-side API

Query the segment engine from your backend. Render content server-side. Sync segments to any system.

REST + JSON

Webhooks

Fire events to any external system the moment a visitor crosses a segment boundary or hits a goal.

Real-time JSON

Ads & CDP

Sync segments to Tealium, Segment, and ad platforms for retargeting and lookalike audiences.

Tealium, Segment, Ads

Forms & CRM sync

Behavioral signals push back into your CRM. Lead-scoring, account stage updates, and sales-team alerts.

Salesforce, HubSpot
Go deeper

Go deeper. On your own time.

Strategy guides, audience builder docs, real examples, and integration walkthroughs — everything you need to ship targeted campaigns the right way.

Playbook

Targeting strategy guide

Best-practice patterns for segmentation, trigger timing, and channel orchestration across the full funnel.

Read playbook Wiki

Audience builder docs

Every attribute, operator, and trigger documented — with examples for the most common segment patterns.

Open docs Integrations

Connect your stack

HubSpot, Salesforce, Segment, Tealium, Clearbit, ZoomInfo, 6sense — turnkey wiring for the data sources that matter.

See integrations Inspiration

Targeting examples

Real campaign examples by industry — ecom VIPs, SaaS trial-flows, B2B account-based experiences, and more.

See examples
ROI calculator
What is behavioral targeting worth?

Estimate the conversion lift from acting on visitor behavior instead of one page for everyone.

Calculate your upside
The full platform

Everything you need. In one platform.

White-glove onboarding, ready-made audience templates, performance dashboards, universal integrations, and pay-as-you-go pricing — the same platform Personyze customers run across web, email, recommendations, and push.

White-glove service

Onboarding team helps you build your first audiences and connect your CRM — live in the first week.

Audience templates

Pre-built segments for cart abandonment, VIPs, trial-end, B2B accounts, returning readers — ready to clone and tweak.

A/B + analytics

Built-in A/B testing with statistical-significance auto-shutdown. Per-segment lift in dashboard or GA4.

CRM & data ingestion

Native HubSpot, Salesforce, Segment, Tealium integrations. Plus crawler, scraper, SFTP, webhooks, API.

QA & permissions

Sandbox previews, share links for stakeholders, role-based access, SSO, audit logs — ready for big-team workflows.

Flexible billing

Pay-as-you-go pricing scales with traffic. No commitments, no per-seat fees, no enterprise haggling required.

Direct answers

Seven questions, no fluff.

The real-world questions teams ask before shipping behavioral targeting — data sources, deployment time, privacy, and the hand-off with developers.

Do I need a developer to set this up?

For initial setup: yes, briefly — a developer drops the snippet into your site header (or your tag manager), about a 5-minute task. After that, marketers build audiences and content entirely in the visual builder. No code required for ongoing campaign work. Custom JS is available when you want it; never required.

What data do you actually use to identify visitors?

Anonymous visitors: cookies, IP-derived geo, device/browser fingerprint (in compliant ways), behavior on your site, referral source. Logged-in visitors: your CRM identifier (email, user ID) plus everything above. Identity stitching reconciles them across sessions and devices via your CRM, our SDK, or both.

How does this work with GDPR / CCPA / consent?

Personyze respects your existing consent infrastructure — we won't track or target a visitor who hasn't consented under your cookie policy. We support OneTrust, CookieBot, and any consent management platform. Data deletion requests are handled via API. We sign a DPA and support GDPR requests.

Can I bring my own data — CRM, CDP, third-party signals?

Yes. Native integrations exist for HubSpot, Salesforce, Segment, Tealium, Clearbit, ZoomInfo, 6sense, Leadfeeder, plus open APIs and webhooks. Anything else: SFTP feeds, REST API, JSON webhooks, file upload, or Google Sheet sync. If you have data, we have a way to ingest it.

Do I need to send you a data feed?

No. Our site crawler indexes your live pages automatically — products, articles, landing pages, anything renderable. The contextual engine auto-tags content with topic, category, and intent signals. The visual scraper pulls dynamic values (cart totals, search inputs, form fields, signed-in user attributes) straight from the rendered DOM. If you do have feeds, sync them. If you have user lists, upload a CSV or sync via SFTP. Either way, no engineering ticket required to start.

How do I preview and QA before going live?

Every campaign has three modes: draft (live preview only, no traffic), test mode (visible only to test IPs or via a special preview link you share with stakeholders), and live. Shareable preview links work without logins, so legal, compliance, or account managers can review without seats. SSO and granular role permissions are built in for enterprise teams.

How fast can I go live?

Snippet install: 5 minutes. First audience built and tested: same afternoon. First live campaign: typically end of week one. White-glove customers usually have 3-5 priority playbooks (cart recovery, VIP recognition, B2B account targeting, reactivation, etc.) live within two weeks.

Does this replace my A/B testing tool?

It can. Personyze ships with built-in A/B testing on every campaign — statistical-significance auto-shutdown, GA4 attribution, control groups. Customers using Optimizely or VWO sometimes consolidate; others run side-by-side. We integrate with both if you want to keep them around.

Does behavioral targeting work with the rest of Personyze?

Yes — it’s the signal layer the whole platform runs on. The same behavioral segments power recommendations, reshape dynamic landing pages, and trigger remarketing emails — one visitor profile, every channel.

Get started

Build your first audience this afternoon.

Build segments in a visual editor. Launch campaigns without engineering tickets. Your first behavioral test can go live today — sign up free and explore at your own pace.

Start Free Or Book a Demo
Free plan available · 30-day money-back · No annual lock-in