Integrating Personyze into your Marketing Infrastructure

Personyze Segmentation Engine empowers you to identify visitors as having a specified set of characteristics, and engage them with the right content to ensure the kind of website performance that results in optimal growth and revenue for your business.

To fulfill it’s purpose, Personyze tracks everything that’s going on inside of your website, mines lots of data, and empowers you to target specific visitors based on:

 

All the different ways you can populate Personyze with data you know about your visitors, and export the collected treasure stof of information from Personyze into your CRM, SalesForce, Mailchimp, Zapier, and any other component of your marketing infrastructure, are outlined below.

 

So what kind of information can Personyze use to identify visitors ?

 

Data Source

Explanation

Examples

Browser data

By default, Personyze extracts all accessible information contained within the visitor’s web browser.

  • Is the visitor using a mobile device, tablet or PC?

  • Browser Languages

  • Operating System

  • IP address

  • Screen resolution

IP data

Geographic location and weather forecast related information.

  • City, Region, Country, Continent

  • Current Air temperature at the visitor’s location.

  • Humidity at the visitor’s location 3 days from now

Session Data, Page Views, and Browsing History

All session and browsing history from the moment the cookie was created, is stored under the that cookies ID.

  • Specific Pages Browsed

  • Referring page or website.

  • Number of monitored Pages viewed

  • Time spent on each page.

  • Monitored browsing sequences.

  • Visit count since the cookie was created

Visitor Input

Every time the visitor fills out a lead form, uses the sites Inner Search, and provides an input of any kind, can be extracted, stored under the visitor’s social profile, and can be used to identify him and personalize his experience later.

  • Name, Email, Phone Number, Address

  • Search query

Extracted via Grab Data Containers

Listeners set to extract and store visitor information from:

  • Page elements

  • URL Parameters

  • Cookies

  • Meta Tags

  • Local and session storage

  • and JavaScript variables on the page.

  • Marketing Campaign data

  • Number of items added to the shopping cart.

  • HTML content of items in the shopping cart

  • etc.

Custom Events and Goals

Define up to 18 Conversion Goals and an unlimited amount of custom event to keep track of the visitor’s engagement and interaction with your website.

  • Clicks/Mouse overs custom page elements.

  • Monetary value of “Completed Checkout” conversion.

  • Item added to a shopping card.

  • Visitor arriving at a “Thank You” page

Previously matched audiences, and interaction with Personalization Actions.

A record of the visitor’s entire interaction with Personyze content and monitored conditions, can be used to personalize the visitor’s experience or exported to 3rd party applications.

  • A visitor who previously matched the “Completed Checkout” audience.

  • A visitor that closed/clicked on a themed popup or banner.

  • A visitor that converted more than 3 times OR spent more than $1000 in the last month.

Reports and Summary data on all users

All collected information, manipulated and filtered with regard to key metrics and dimensions, can be:

  • Viewed in custom reports and personalized dashboard

  • Exported out of Personyze.

  • How many visitors we had today or in a given time

  • how many clicks or impression on your campaign

  • last 100 records of an audience being matched in a set time frame

  • Clicks on Variation #1 of your Call-To-Action within a specific city.

Visitor’s Facebook Profile.

Personyze comes with a built in Facebook integration, allowing clients with a Facebook app to present their visitors with a “Facebook Login” option on that populates Personyze with information contained within the visitor’s Facebook profile.

The visitor’s Name, Age, Gender, Date of Birth, Email Address, and any other information contained within the visitor’s Facebook profile that Facebook has permitted your app to receive.

Populating Personyze with 3rd party data -

 

Every bit of information you have access to that can help identify your clients, users, or visitors, personalize their engagement, and impact your bottom line, can be easily imported in Personyze, using one of the methods below:

 

Facebook Login -

Personyze comes with a built in Facebook integration, allowing clients with a Facebook app to present their visitors with a “Facebook Login” option, that once used populates Personyze with information contained within the visitor’s Facebook profile.

Pass visitor information into the visitor’s browser -

 

The most natural way to populate Personyze with 3rd party data, is to set your system to forward it into some element that loads in the visitor’s web browser, such as:

 

And then use the Simulator to define a Grab Data Container to pick it up and store it under the visitor’s Personyze profile. Any information extracted by a Grab Data container is immediately available for real-time and future personalization.

Uploading data from an Excel File -

 

The easiest way to to populate Personyze with information is to simply upload it in the form an Excel or a .csv sheet.

 

Exporting data out of Personyze

 

All visitor data that finds it’s way into Personyze, can be easily exported and used to enrich other components of your marketing infrastructure, using one or more of the following methods:

 

Manually download Personyze data.

 

Personyze organizes and displays all collected information in statistical charts, tables, reports, and visualization widgets. Once you’ve found the data you wish to export, manually exporting it out of Personyze is simply a matter of clicking on the download icon, and choosing your desired format.

 

Sharing Personyze data using the Webhook method.

 

More and more of today’s popular services and applications( such as Zapier, Salesforce, Mailchimp, etc.) support the Webhook feature which  allows other application to communicate with each other without the need to invest time and resources into API integration.

 

Without getting caught up in specifics, applications that support the Webhook feature dynamically generate a Webhook URL address, monitor that URL address for any incoming communications, and when such a communication webhook is “Caught”:

 

Personyze can be set up to automatically pass data to applications supporting the Webhook feature, when:

  1. A visitor matches an audience, or performce a visitor Triggering a Webhook Action once a visitor matches an audience.

  2. An Alert feature trigger a webhook because of summary of …

 

Zapier is the perfect example.

Zapier is an API integration service that empowered hundreds of the most widely used services and applications to communicate, share data, and cause events within one application to trigger actions actions within another.

Even if you’ve never heard of Zapier, odds are your email automation tool, database, CMS, CRM, project management tool, and any other tool you currently use, is on the list of services they are already integrated with, and you can use the Webhook Method to expand the reach and capability of that tool by populating it with real-time Personyze data.

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Though the number of use cases for this Personyze + Zapier + supported third party application are endless, here are a few examples to get your creative juices flowing:

 

  1. Populate your CRM, SalesForce, InfusionSoft account with the visitor’s Name, Email, Phone number, Address, and any other related lead information directly into, etc.

  2. Grab the HTML content of a tracked page element, and use it to personalize your ActiveCampaign or GetResponse emails.

  3. When a visitor completes checkout, becomes a lead, or converts with regard to any other conversion goal, re-assign the visitor to the most relevant Malechimp mailing list.

  4. If a landing page has a bounce rate above 75%, no impressions, low CTR or Conversion Rate( or KPI pointing to poor campaign performance), set up an Alert to automatically trigger a webhook that would cause mailchimp to deactivate the underperforming email campaign sending people to that landing page.

API integration -

 

In case you require a more direct stream of communication, Personyze API allows you to set up a direct, two-way communication between any 3rd party application,  which allows you to do things like:

 

Learn More about Personyze API

 

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Apparel website

Product recommendations

This fashion site can show offers and promotions which are more likely to be relevant to his interest

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Financial & Banks

CRM Targeting

Your Local Bank is enacting a campaign to show more personalized content to visitors on their homepage, with CRM Targeting and other methods.

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E-Commerce

Recommendations and Targeted Ads

Monkey Gadget is personalizing their site with relevant ads, banners, and product recommendations, using past interactions and other data.

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Restaurants

Time of Day Targeting

Mozzareli personalizes their site to show visitors relevant content and promotions based on the time of day, and their most likely interests.

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Lead Generation Sites

Landing Page Optimization

Smith & Lauren Law is personalizing their landing page to reflect the interests of visitors, based on what ad campaign brought them there.

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Ecommerce

Content Recommendations

Shopper Reviews is on a campaign for greater engagement, using personalization to show visitors what they are most interested in.

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Online Casinos

Membership CRM Targeting

Casino Pro is promoting their VIP account to visitors in target demographics, based on past interactions and CRM data.

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Online Casinos

Behavioral Targeting

Casino Pro has another campaign to target visitors based on the games they played most, from past interactions with the site.

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Dating Websites

Recommendations and Banners

Global Dating uses personalization to show visitors relevant content according to their age, gender, partner preferences, and location.

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Online Newspapers

Demographic Targeting

Times of India is creating different versions of their home page based on gender, to give visitors a more relevant experience.

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Travel and Tourism

Interest and Weather Targeting

A2Z Travel personalizes their site based on the destination, season, and vacation type in which they are interested.

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Travel and Tourism

Referral and Behavioral Targeting

AB Travel personalizes their landing page based on what ad campaign the visitor arrived from, as well as their past interactions.

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Ecommerce

Personalized Recommendations

The Gadget Store is personalizing their homepage, based on items that visitors have viewed and bought in the past.