20-minute walkthrough with 2–3 personalized examples on your real pages.
Email, chat, or 24/7 phone support included on every paid plan.
A step-by-step resource for developers and technical teams — install the tracking code, define content placeholders, configure goals, and connect your data stack.
To enable personalization, you must install the tracking snippet on every page of your site. Choose the method that matches your platform.
Option A: Custom HTML (Manual) Create a "Custom HTML" tag, paste the full Personyze JS snippet, and trigger it on "All Pages".
Option B: Template Integration (Easiest) Search the GTM Community Gallery for "Personyze Tracking Code". Add it, enter your Site ID, and trigger on "All Pages". This keeps your container clean.
Paste the snippet directly into the <head> tag of your master template file. Ensure it is placed as high as possible, immediately after your charset and viewport meta tags.
<head>
theme.liquid
</head>
header.ftl
Placeholders are areas on your site where Personyze injects content. Using placeholders instead of popups makes personalization feel native.
Manually enter IDs or Classes like #home-hero or .sidebar-widget.
#home-hero
.sidebar-widget
Track ROI by defining what success looks like. You can track simple clicks or complex revenue data.
/thank-you
/order-confirmed
If you enable product/revenue tracking, Personyze automatically calculates Total Revenue, AOV (Average Order Value), and Contribution Rate (how much revenue was influenced by personalization).
Enhance targeting by "grabbing" data from the visitor's browser or page session to build a rich user profile.
You can create a "User Profile Variable" from any of these sources:
login_status
affiliate_id
window.userLevel
dataLayer[0].userId
<meta name="author" content="John">
?campaign=summer_sale
Connect your internal databases (custom CRM, SQL, ERP) with real-time website behavior.
This is required for running Product Recommendations AND Article/Content Recommendations.
Personyze accepts CSV, XML, JSON, RSS, Atom, or Google Merchant Feeds.
Go to Settings > Data & Content > Product Feed. You must map the fields in your feed to Personyze attributes:
Ensure compliance with GDPR/CCPA by integrating with your Consent Management Platform (CMP).
Use these commands inside your Cookie Banner's "Accept" or "Decline" logic:
_S_T.system.off()
_S_T.system.on()
_S_T.system.is_on()
true
false
Strict Mode: You can configure Personyze to run in "Strict Mode" where it doesn't track IPs or PII by default until explicit consent is given via the command above.
Plug-and-play integrations with the tools you already use. To access these, go to: Settings > Integrations.
Configure how Personyze sends your triggered emails and newsletters.
By default, Personyze uses Amazon SES. You can authorize your own "From" address (e.g., info@yourdomain.com).
Use your own mail server (SendGrid, Mailgun, Outlook, etc.) for full control.
Send the email data payload to your own endpoint or automation tool (like Zapier) to trigger the send externally.
To enable browser push notifications, you must install a Service Worker.
Download the standard file: sw.js
Note: Each site can only have one active Service Worker file.
Integrate Personyze programmatically with your backend systems to read or write data.
Extend personalization to your native mobile applications.
Manage access to the Personyze dashboard using your enterprise identity provider.
Centralized user management, one-click access for employees, and enhanced security compliance.
The things teams ask before going live. Anything else, our team is one message away.
No. The Personyze tag loads asynchronously, meaning it runs in the background and does not block the rendering of your main page content. This ensures it has negligible impact on your site speed or Core Web Vitals.
Yes. This is the recommended method. You can use our official GTM Template (search "Personyze") or create a Custom HTML tag. Just ensure you set the tag to fire on "All Pages."
Yes. We offer tools to help you comply, including a "Strict Mode" that disables tracking until consent is given. You can also trigger tracking only after a user accepts cookies via your CMP (Consent Management Platform).
You can upload a Product Feed (CSV, XML, JSON) or sync directly from Google Merchant Center. If you don't have a feed, our Site Crawler can automatically scrape product data from your pages.
Personyze fully supports SPAs (React, Angular, Vue). Our tracker automatically detects "virtual pageviews" when the URL changes without a full reload, ensuring behavior is tracked correctly across the session.
Yes. If a user logs in on both Desktop and Mobile (or clicks an email link on both), Personyze merges their profiles using a unique identifier (like User ID or Email Hash), giving you a unified view of their journey.
Not necessarily. Simple goals like "URL Visits" or "Button Clicks" can be set up using our visual interface. More complex goals, like capturing dynamic revenue values, might require knowing the CSS selector or JavaScript variable name.
We sync data bi-directionally. You can push website behavior (e.g., "Viewed Pricing Page") to your CRM, and pull CRM attributes (e.g., "VIP Customer") into Personyze to personalize the website experience.
Yes. While we provide a default sender via Amazon SES, you can configure your own SMTP server (SendGrid, Mailgun, Outlook) in the settings to ensure emails come from your own domain with full deliverability control.
If you change your HTML structure (CSS IDs or Classes), some placeholders or "grab data" rules might break. We recommend checking your Personyze campaigns after any major site redesign to ensure selectors are still valid.
Yes. You can filter out traffic from specific IP addresses (like your office IP) in the account settings so that employee visits don't skew your analytics data.
For web tracking, an internet connection is required. However, if you use our Mobile SDK, we can cache events locally on the device and sync them once the user comes back online.
All data is transmitted via HTTPS encryption. We adhere to strict security protocols, including SOC 2 compliance, to ensure your customer data remains safe.
Yes. Personyze supports multi-domain tracking. You can manage separate sites under one account or link them to share user data across different domains (Cross-Domain Tracking).
A Service Worker is a script that runs in the background of a browser. It is required to receive push messages even when the user is not actively on your website. You must upload this file to your server's root directory.
You have the full setup playbook — now put it to work. Install the tracker, define your first placeholder, and watch your site adapt to every visitor.