Question 1

Integrate Yotpo SMS + Email to Personizely

Accepted Answer

Follow the steps below to integrate Yotpo SMS + Email with Personizely:

Pre-requisites

Yotpo SMS + Email app installed in your Shopify Store.
Personizely app installed in your Shopify Store.

Contacts sync

You can sync contacts generated via Personizely widgets into your Yotpo SMS + Email lists. You can add them customers as well as subscribe them to specific lists. The consent status will be synchronised based on the consent fields in Personizely.

From your Personizely Dashboard, go to the “Settings” tab:

Settings

On the next screen, select the "Integrations" tab:

Integrations

In the Integrations tab, find Yotpo SMS + Email and click the "Connect" button:

A prompt will appear requesting you to confirm the permissions needed for Personizely to integrate with Yotpo SMS + Email. Review the permissions and confirm to proceed:

Now, in order to add an automation to a Widget to send the visitor input data to Yotpo SMS + Email, edit the Form or the Subscribe widget element:

![](https://storage.crisp.chat/users/helpdesk/website/30a06a2316be0a00/screenshot431_whn8pv.png

Question 2

Connect Personizely with ActiveCampaign

Accepted Answer

Follow the steps below to integrate your list building widget with ActiveCampaign.

From your Personizely Dashboard, go to the “Settings” tab:

Settings

On the next screen, select the "Integrations" tab:

Integrations

In the Integrations tab, find ActiveCampaign and click the "Connect" button:

Connect ActiveCampaign

You will then be prompted to enter your API Key associated with ActiveCampaign:

API Key

Log into ActiveCampaign. Click on the arrow beside "Settings" and then choose "Development" in the left menu. You will see your API URL and Key in the "API Access" box:

API Access

Enter the API key into the prompt in Personizely and then press the "Connect" button:

Enter API Key

Note: Now you need to choose which list you'd like new subscribers to join.

In the "Widgets" tab, choose the widget you want to connect to your ActiveCampaign list and click on the blue pencil to edit it:

![Edit Widget](https://st

Question 3

Connect Personizely with MailChimp

Accepted Answer

Follow the steps below to integrate your list building widget with MailChimp.

From your Personizely Dashboard, go to the “Settings” tab:

Settings

On the next screen, select the "Integrations" tab:

Integrations

In the Integrations tab, find MailChimp and click the "Connect" button:

Connect MailChimp

You will then be brought to a MailChimp login screen. Enter your credentials and click the login button at the bottom of the screen:

Connect Personizely to your MailChimp account

On the next screen, allow access to your account:

Allow Access

Note: Now you need to choose which list you'd like new subscribers to join.

In the "Widgets" tab, choose the widget you want to connect to your MailChimp list and click on the blue pencil to edit it:

Edit Widget

If there is already a subscription form present, click on the pencil to edit it:

![Edit Element](https://storage.crisp.

Question 4

How to send contacts from Personizely to Zapier

Accepted Answer

Zapier is a great way to get different web apps to work together. You can easily use Webhooks by Zapier to handle the subscriber information Personizely gathers for you. You can transfer first names, surnames, e-mail addresses and URLs to Zapier using their built-in Webhooks application. As a result, there will be no barrier for you to get the subscribers’ data from Personizely.

To connect Zapier and Personizely you’ll need to create a Trigger application that triggers an Action application whenever data from Personizely is transmitted to Zapier.

To generate the Webhook URL at Zapier, please follow these steps:

Log in to your Zapier account. To send data from your Personizely widgets to Zapier, you need to create a Zap. On your Zapier dashboard, click the "Make a Zap" button:

Zapier -> Make a zap

The first step for setting up a trigger is Choose App. In the "Choose a Trigger App" section select the application "Webhooks":

Webhooks by Zapier

Now, you’ll need to select a trigger action in Choose Trigger. Select "Catch Hook" and click the "Save + Continue" button:

Catch Hook

Zapier will now generate a Webhook URL for you to use. To test the Webhook, please copy the Webhook U

Question 5

Data placeholders and keyword replacement reference

Accepted Answer

In Personizely's widget's text and personalizations you can use dynamic text content to make the content even more relevant.

There are 4 types of placeholders now:

Visitor properties
Querystring parameters
Javascript variables
Datetime placeholders

The placeholders have the following format: {type.property or 'fallback text'}

The properties are going to be described below, while the fallback text stands for the text in case if the property value is null.

Visitor properties

You can use placeholders to show visitor's properties right in the text of your widgets or personalized regions. Here's the list of the placeholders:

firstName
lastName
phone
email
bio
companyName
companyTitle
country (country code)
countryName
region
city

This placeholder has the following format: {visitor.property or 'fallback'} - with fallback {visitor.property} - without fallback

For custom fields use the following format: {visitor.customField[id] or 'fallback'} - with fallback {visitor.customField[id]} - without fallback

Where id is the numeric id of the custom field which you can find in Settings -> Custom Fields

Examples: {visitor.countryName or 'your area'} - for showing visitor country or fallback to 'your area' in case it couldn't be detected {visitor.firstName} - for showing visitor's first name {visitor.customField[1]} - for showing the value of the custom field with id 1

Querystring parameters

You can extract text from

Question 6

Add Personizely to WordPress / WooCommerce

Accepted Answer

For most Wordpress users, we have a plugin. However, if you don't want to use the plugin, you can manually insert the Personizely code.

To install the Wordpress / WooCommerce plugin, please follow these steps:

Choose Plugins > Add new from the menu on the left of the admin page of Wordpress:

Plugins -> Add new

Search for "Personizely" in the plugin directory and click install now:

Install plugin

Click on "Activate":

Activate plugin

Once you have installed and activated the app, navigate to the application settings:

Plugin settings

Click on "Connect Your Personizely Account":

Connect Your Personizely Account

Select your Wordpress / WooCommerce website and click "Connect":

Connect Wordpress / WooCommerce website

If you don't want to use the plugin, you can manually insert the Personizely code:

From your Personizely Dashboard, go to t

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