Question 1

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 2

Creating a cross sell widget (Video)

Accepted Answer

Show your cross sell offer when people have made the decision to buy. For example, if you show it once they’ve added an item to the cart (but before they checkout) that can be a great time to get an additional sale.

Video walk-through of how to create cross sell widget right before the checkout:

${youtube}Creating a cross sell widget (Video Tutorial)

Question 3

Creating a email list building widget (Video)

Accepted Answer

Build a healthy email list of visitors who are genuinely interested in your products. When you offer an irresistible incentive, your visitors will be happy to share their contact details with you.

Before you create your widget, you need to decide whether you want to offer a discount as an incentive for people to sign-up, exclusive content, giveaway or just a general ask.

Video walk-through of how to create an email list building widget:

${youtube}Creating a list building widget (Video Tutorial)

Question 4

Creating a cart abandonment widget (Video)

Accepted Answer

Creating an exit intent popup can not only help you capture the email addresses of your site visitors but can help increase conversions by incentivizing people who are attempting to leave your site with an offer that will not only keep them on your website but encourage them to finish a purchase.

The first thing you need to decide is whether you want to offer a discount as an incentive for people signing up, exclusive content, sweepstakes, or just a general ask.

Video walk-through of how to create a cart abandonment widget:

${youtube}Creating a cart abandonment widget

Question 5

Using the Javascript SDK

Accepted Answer

Personizely exposes some Javascript methods to give you more flexibility in using it.

Identify API

ply.identifyVisitor(data) - returns a Promise

data - object, containing information about the visitor and custom fields values. The object can have the following properties:

email - string, a valid email address firstName - string, visitor's first name lastName - string, visitor's last name phone - string, visitor's phone number companyName - string, visitor's company name companyTitle- string, visitor's company title marketingConsent- boolean, visitor's marketing consent status privacyConsent- boolean, visitor's privacy consent status address - string, visitor's address bio - string, visitor's bio customFieldValues" - object, visitor's custom field's values

The custom field values object is an object where the keys are the custom fields id's which can be found on the Settings page and the values are the values of the respective fields for current visitor.

For radio and select field types you need to make sure that the choice options are valid ones, so if you have a field named "Gender" with 2 options: Male, Female, you won't be able to save a different value than one of those two values. The checkbox type fields should receive a boolean value. The number type fields should receive a numeric value.

An example call: ``` window.ply.identifyVisitor({ "email": "test@pe

Question 6

Creating an upsell widget (Video)

Accepted Answer

Offer an upgraded version of the current product, with a greater price. For example, if a user adds a pack of 1 KG of coffee to his cart - offer him a package of 2 KG. The best scenario is when the price of the upgraded version of the product is more convenient, for example when buying the 1 KG version - the price is 20$/KG, but when buying 2 KG - the price is 15$/KG. The buyer should feel like he is saving money when actually, he's just spending more.

Video walk-through of how to create an upsell widget:

${youtube}Creating an upsell widget

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