Getting Started

Our quick start guides will have you using the basic and most important features of Personyze in no-time.

How to activate Personyze
Steps you need to take before you start personalizing

 


Define your website's segments for personalization and analytics
Learn how to use Personyze segmentation tool to accurately segment your website's traffic for personalization and analytics, based on visitor characteristics, interests and activities.

Advanced Segments: Funnels, Segment Groups and Goals
Use the power of Personyze segmentation tool to create complex goals and funnels combining events, sequence of events and complex rules

Showing different content and banners to different segments of visitors
Learn how to show banners using pop-ups or a specific area in the page

Define your website page elements and structure for analytics and personalization
Learn how to use the simulator's visual interface to setup mouse events tracking, to extract dynamic content, and define placeholders for actions.

Using visitors' Facebook data for rich segmentation and analytics
Easily configure your Personyze account to receive your visitors' data (such as gender, marital status and birth date) from Facebook without coding

Leverage the viral marketing power of your visitors
Automatically publish messages on your visitors' Facebook walls based on conditions

How to track offline conversions
Learn how to show your visitors unique coupon ids', unique phone number, and associate the offline transaction with their online referrer

Use the data that Personyze collected about visitors to help your sales agents
Learn how to use Personyze offline capabilities so that every time that a visitor calls your call-center your reps will have all the information from Personyze, such as location, pages visited and all activity on the site.

How to test and optimize your personalization
Use Personyze optimizer to find which of your personalization achieve maximum performance and automatically shut down lesser performing actions.

Using Personyze to target your visitors in the AdWords network
Tell Google AdWords Remarketing which visitors to retarget in the network based on segment without adding Google Remarketing tags to pages

Change your website's experience per visitor by using personalization actions
Get familiar with Personyze actions and learn how to create a different site per segment by changing style, content and functionality, easily and without coding.

Email personalization
Send emails and newsletters based on visitor profile. Use Personyze to schedule email or newsletters based on their interests and activities on your site.

Integration with Personyze
There are many ways in which Personyze can be integrated to other SaaS solutions and even on premises systems such as a local DB, Application or Service. 

 

Settings

 

Domain settings and Tracking code

Search engines

Containers

Page Groups

Simulator

Simulating conditions

Introduction to Containers

Defining Containers

Reference: types of Containers

Introduction to Segments

Segments examples

Rules, Events and Sequence

Setting up Event formulas

Sequence of Events

Segment 'dragging'

Goals

Reference: types of Dimensions and Metrics

Introduction to Actions

Actions examples

Action Groups

Setting up Actions

Chained Actions

Rotation

Limits

Reference: types of Actions

 Optimizer

custom  reporting

Overview

Report templates

Customising the Dashboard