See Personyze at work, one feature at a time

• 2:13Now playing01Setting up a personalization campaignBuild one campaign from start to finish: target people by the pages they viewed and by your CRM list, give them an embedded banner and a popup lead form, and publish.
• 1:53Now playing02Installing the tracking codeInstall the Personyze tracking code on your site — as one snippet, through Google Tag Manager, or on Shopify and WordPress — and check that it is working.
• 1:55Now playing03Setting up campaign targetingDecide who sees your campaign. Describe an audience in plain words and let AI write the rules, or build them yourself — then check the result against real traffic.
• 2:04Now playing04Advanced targeting rulesGo deeper into targeting: let AI write rules from a sentence, explore every rule in the library, reuse saved audience templates, and combine rules with AND, OR, XOR and groups.
• 2:36Now playing05Adding personalization actionsThe Content step holds what visitors actually see. Add an action, start from a template, edit it on the preview, and decide where, when and how often it appears.
• 1:15Now playing06Adding a placeholder to your pageCreate a placeholder — a named slot on your page where campaigns put in-page content — by clicking the spot on your live page.
• 1:33Now playing07Designing a popup (Canvas Builder)Design a popup or banner from ready-made blocks, with no code — edit text on the canvas, add elements like a countdown, and style the whole container.
• 2:02Now playing08Editing page content with AIChange your own site's pages — text, images and styles — right on the page, and let AI rewrite the copy for you. Your site itself is never modified.
• 1:48Now playing09Preview and QA before launchCheck a campaign on your own site before launch, see whether it shows to you, and find out exactly why when it does not.
• 2:06Now playing10QA simulator: test as any visitorOpen your own site with the QA simulator beside it and see, rule by rule, whether a campaign shows for the visitor you are pretending to be. Ask the AI assistant why it does not, see everything campaigns put on the page, and change the visitor to watch the answer change.
• 1:17Now playing11Building a lead capture formBuild a lead capture form: start from a template, set the fields and what each one saves into the visitor profile, choose how it appears, and decide where submissions go.
• 1:51Now playing12Social proof and countdown timersAdd urgency to your product pages: a social proof widget that only shows numbers worth showing, and a countdown timer — to a fixed date, or personal to each visitor.
• 2:29Now playing13Reviews: show and collectA reviews campaign does two jobs: it shows each visitor the reviews that matter to them, and it collects new ones on your site. Bring reviews in from 17 review platforms, a file, or by hand; show a product’s own reviews on its page; add a Review Form under them; and approve each new review before it goes live.
• 2:15Now playing14Feedback and NPS on your siteA Feedback & NPS campaign asks your visitors one question - how likely they are to recommend you, whether a page helped, stars or faces - with an optional comment. Every answer is private and lands on the visitor profile (NPS score and group) for targeting. The campaign dashboard shows the NPS over time with promoters, passives and detractors, and Feedback Results shows the score on your site once enough visitors have answered.
• 2:28Now playing15On-site surveys and resultsA Surveys campaign asks a few questions - a poll, an exit survey, a post-purchase survey - one at a time with a progress bar. Build the questions in the survey itself: stars, one or several choices, a 0-10 scale or a written answer; each answer lands on the visitor profile for targeting. The Survey dashboard shows respondents, response rate, how far visitors got, and the results per question. Survey Results then shares the totals on your site, only for the questions you make public and only once enough visitors have answered.
• 2:09Now playing16Surveys: logic, offers and sharingA Personyze survey knows who is answering. Here, an exit survey on a pricing page asks what is holding the visitor back, and each reason gets its own next step: a budget question, then a free proof-of-concept offer, then only the contact details the team needs. Questions are asked or skipped by plain-language rules, any text can include an earlier answer or a visitor detail, and the answers are saved on the visitor profile for targeting. The answers go to email, a webhook, Zapier, Slack or HubSpot - for every answer or only some. The same survey can have a page of its own, free on the Personyze address, with a QR code and a text-message link, and it can go in an email. The report shows the funnel from shown to answered, where people stop, where they answered, every question with the rule that decided who was asked, and an AI summary of the written answers.
• 2:40Now playing17Promotions: the right banner per visitorA Promotions campaign puts your promotions on the site and lets an algorithm choose which one each visitor sees. Its wizard starts with your promotions list and a five-week calendar by page category. In Content, choose image banners, text promotions or coupons and a design - here a banner across the category page. Then the algorithm: Matches this category shows the promotion for the category being browsed, others go by recent categories, search, location or popularity, and each says whether your data supports it; with nothing for a category it falls back to a site-wide promotion. Learn from results shows the better earners more often, and a holdout can keep a share of visitors promotion-free to measure the lift. Set the look, place it in the category banner slot, read what the visitor will actually get, and publish: each category page gets its own banner. The Promotions Overview and Report show views, clicks, codes, purchases and revenue per promotion.
• 2:21Now playing18Display rules and popup triggersEvery setting that decides how an action appears: inline or as a popup, its position and behaviour, the triggers that open it, frequency caps, and which pages it may run on.
• 2:01Now playing19Frequency capping a campaignLimit how often a whole campaign shows to one visitor: once ever, once per session, until they click or close it, a few times then a break — or your own conditions.
• 3:29Now playing20Campaign conflicts and overlapsEvery way to settle campaigns that compete for the same visitor: rules on other campaigns and actions, audience persistence, audience groups with priorities, placeholder order and timing between actions.
• 1:28Now playing21Setting up an A/B testLet your visitors decide which version works better. Move your content into test groups, split the traffic, and hold part of it back as a control group.
• 1:43Now playing22Auto-pick winner & AI optimizerLet Personyze decide your A/B test for you — declare and deploy the winner automatically, or keep optimizing the traffic split with AI every night.
• 4:26Now playing23A/B test campaign, end to endA whole A/B test, start to finish: who takes part, what each version does — a page edited in place, personalized to the visitor, plus a form — the traffic split with a control group, the goal it is judged on, and the report that follows.
• 1:50Now playing24A/B test results by audienceA running A/B test read properly: the verdict in words, the holdout it is measured against, the confidence behind the goal — and the breakdown that shows which audience each side actually won with.
• 1:38Now playing25A/B winners for each audienceAn A/B test has one winner overall - but not always for everyone. A/B tests by audience slices a test by the audiences Personyze discovered in your data, and marks a Clear winner only when it holds up: corrected for how many audiences were checked, ahead in both halves of the test, with enough data. Tick the audience and apply: each audience sees the version that won it, the campaign is saved as a new version, and Undo puts the test back.
• 1:10Now playing26Setting up conversion goalsSet up a conversion goal: choose what triggers it, count it the way you need, decide where it is used, and give it a value.
• 1:33Now playing27Campaign goalsMeasure a campaign by the goals that matter to it: account-wide goals by default, plus a goal dedicated to this campaign that uses no account goal slot.
• 1:23Now playing28Automation rulesLet Personyze watch your numbers: a rule that checks every campaign, emails you when one is being dismissed more than it is used, and can post to Slack, call a webhook, or pause and publish campaigns.
• 2:02Now playing29Setting up product recommendationsAdd a product recommendations widget that shows each visitor the products they are most likely to want — not the same list for everyone.
• 3:02Now playing30Product recommendations, full setupSet up product recommendations end to end: import your catalog, track which products visitors view, build the widget, and place it in a spot you pick on your own product page.
• 4:17Now playing31Recommendation filters and fallbacksOne recommendation widget built properly: the algorithm families on a product page, a filter whose value comes from the product being viewed — same brand — a fallback algorithm for when the first runs out, and a separate widget title for each algorithm, then both outcomes on a live shop.
• 0:48Now playing32Show visitors what they searched forWhat a visitor searches for is the clearest thing they will ever tell you. Personyze keeps each visitor's last search on their profile - from your site search, or the keyword of the search ad that brought them - so you can target by it with the Last search rule, or recommend exactly what they searched for on any page with the Matches Their Search algorithm.
• 2:11Now playing33Setting up content recommendationsRecommend your articles one reader at a time. Anchor the widget to the article being read, choose the algorithm, filter the catalog, and design it with your real content.
• 3:03Now playing34Content recommendations, full setupSet up article recommendations end to end: import your article catalog, track what readers open, build the widget, and place it inside the article page itself.
• 4:16Now playing35Content recommendation filters and fallbacksOne content recommendation widget built properly on a B2B blog: the algorithm families on an article page, co-reads, boosting promoted and new articles, a filter whose value comes from the article being read — same topic — a fallback for when co-reads run out, and a separate title for each algorithm, then both outcomes on the live blog.
• 1:36Now playing36Setting up category recommendationsAdd a Category Recommender — a shop-by-category block that picks categories for each visitor — and place it on your product page.
• 3:09Now playing37Trending and bought-together setsOn a real store’s data: which products are gaining or losing momentum, and the product pairs the recommendation engine learned from shoppers — opened on a Sony Bravia 75-inch TV.
• 1:27Now playing38Product recommendations in emailPut personalized product recommendations into any email platform. Pick an email template, choose what to recommend, and paste one block of HTML — every open renders products for that recipient.
• 2:36Now playing39Setting up the AI chat agentSet up an AI assistant that answers your visitors from your own pages and catalogue, hands them to a person when it should, and appears as a chat bubble or an ask box.
• 2:46Now playing40Chat inbox and human handoverEvery conversation your AI assistant had, sorted by how it ended — and a visitor handed to a person live: the operator screen picks it up, reads what was already said, and the reply lands in the widget the visitor is still using.
• 1:53Now playing41AI Product FinderThe AI Product Finder is a bar at the foot of your page where a shopper describes what they need in their own words. Your AI assistant reads the need against your product catalogue and answers with a results page: a short summary, then the products it picked, each with the reason it fits. Set the bar's words and example chips, preview every state without spending AI credit, shape the results page, and place it as a floating bar.
• 1:56Now playing42AI Content FinderThe AI Content Finder is a bar at the foot of your page where a reader asks what they want to learn. Your AI assistant reads the question against your articles and pages and answers with a reading list: a short summary, then the articles to read, each with the reason it fits, and a follow-up chat for more questions.
• 2:21Now playing43Building a hosted landing pageBuild a landing page that Personyze hosts for you — on our address or your own domain — personalize it per visitor with variables and versions, and A/B test the page itself.
• 1:00Now playing44Capturing visitor attributesCapture data about every visitor to personalize on: session values, profile fields and cross-device identifiers — and a new container that reads the campaign from the link.
• 2:27Now playing45CRM targeting and personalizationPersonalize for people you already know. Recognise members from a link parameter, upload your CRM list, target that list, and print each member’s first name into what they see.
• 3:00Now playing46Salesforce CRM, both waysPersonyze personalizes your website with your Salesforce CRM data, and sends what the website learns back into Salesforce. Your Salesforce admin connects it once, in about ten minutes: an External Client App in your own org, then your My Domain address, a Consumer Key and a Consumer Secret in Personyze. Choose the fields that arrive on the visitor - from their Contact or Lead, their Account and the Account's open opportunity, custom fields included; Personyze looks a known visitor up once per visit. Anonymous visitors from target accounts are matched to their Salesforce Account by the website domain that company identification finds. Forms and meeting bookings update the matching Contact or Lead or create a new Lead; after each visit, the profile sync writes audiences, interests and visits to the person's record when something changed, and can log the visit as a Task; Salesforce Campaigns become audiences, refreshed every hour. Then a campaign targets an open deal's stage and names the account in the home page headline. Salesforce is a trademark of Salesforce, Inc.
• 1:25Now playing47Audience Discovery: find your audiencesAudience Discovery reads your own visitor data every week and finds the groups that reach your goals far more - or far less - often than average. Each discovered audience is a short, readable rule, with how much more often its people convert and the evidence behind it, checked on visitors it was not fitted on. Choose what counts as success and which data the rules may use, then use any audience in a campaign, turn it into a list, or see how every campaign and A/B test performs for each audience.
• 1:56Now playing48Audience discoveryPersonyze reads your traffic on its own and reports the groups that behave differently — who comes back more, who engages more, who performs worst — with the evidence behind each one.
• 1:34Now playing49Connecting your integrationsConnect Personyze to your stack — analytics, advertising, CRM and marketing automation, lead intelligence and developer tools — with Google Analytics 4 set up as the worked example.
• 1:49Now playing50Traffic and campaign reportingThe two reporting screens: your whole site — visits, quality, goals and referrers — and what your campaigns did, from impressions and clicks to conversions per goal and per action.
• 2:09Now playing51Live visits in real timeWatch sessions as they happen: who is on the site, what they are doing, which campaigns are matching them — and open any session to see every page and event in order.
• 1:16Now playing52Scheduling reports by emailGet your Personyze statistics by email on a timetable — for the whole site or one campaign, weekly, daily or monthly, to everyone who needs them.
• 4:40Now playing53Setting up an ABM campaignAn account-based campaign end to end on a B2B site: an audience defined by the company behind the visit — its size and its CRM stage — then the home page call to action rewritten with the on-page editor and personalized with the company name, and a block placed on the pricing page for large accounts.
• 2:18Now playing54ABM landing page by accountA B2B vendor’s website speaks to one target account at a time. A visitor from a target bank arrives, Albacross names the company behind the visit, and the same landing page becomes a page made for that bank — its logo and name, a line written for it, the case study that fits, more stories from its own country first, and an exit offer in its name. One campaign, four actions, and every bank-specific word comes from the account record.
• 2:25Now playing55Home-page banner for category browsersA whole campaign on a live shop: an audience of shoppers who looked at a category during the visit, an image banner written for them, a slot picked visually on the home page — and the site before and after, as the shopper browses.
• 2:01Now playing56Welcome bar for newsletter visitorsVisitors who arrive from your newsletter link get a welcome of their own: an audience built on the landing page’s UTM source, an announcement bar written for them in the slot your site already has — and the shop with and without the newsletter link.
• 2:56Now playing57Report form for engaged readersOn a B2B blog, readers who open a second article are offered the report — a lead form placed after the article text, filled in and sent on the live site, with the reader’s name and email landing on their profile.
• 1:24Now playing58Discount code, tested with a holdoutGet a discount code into the right hands and prove it earned something: build it as a Program, test two coupon designs against each other, and hold back a slice who see nothing.
• 1:37Now playing59Abandoned cart recoveryWin back abandoned carts: email people their own cart, hold back a slice to prove it worked, and welcome the ones who click through with a reason to finish the order.

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