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: _ {%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

Q: Integrating Personizely with your email service provider

Using Personizely with Popular Email Services We integrate with a lot of external email service providers. If you're working with one already, you can link your account with Personizely to seamlessly sync new Personizely contacts over to your existing ESP. If we don’t integrate with the service you use, you have the option of manually exporting your Personizely contacts and importing them as a CSV file to your ESP. Image walk-through of how to integrate your Email Service Provider: In your Personizely dashboard, click on the top right-hand on gear: From the drop-down you're going to click on "Settings": On the resulting screen, select the option labeled "Integrations": Chose email service provider you use and click the "Connect" button, you will then be prompted to enter your login credentials. This will allow Personizely sync with your ESP. Your ESP is now synced with Personizely. Each campaign will require you to select your synced ESP and the list you'

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'}

A good example would be {visitor.countryName or 'your area'}

For custom fields the following structure will be applied: {visitor.customField[%id%] or 'fallback'}

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

Querystring parameters

You can extract text from the url query string parameters to show them in the personalization text. This works really great with ads where you can place the keyword inside the query string.

This placeholder has the following format: {query.%parameter% or 'fallback'}

A good example would be {query.utm_term or 'something generic'}

Dateti

Question 2

How to send leads 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 3

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 istall 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:

In your Personizely dashboard, click on the

Question 4

Integrating Personizely with your email service provider

Accepted Answer

Using Personizely with Popular Email Services

We integrate with a lot of external email service providers. If you're working with one already, you can link your account with Personizely to seamlessly sync new Personizely contacts over to your existing ESP.

If we don’t integrate with the service you use, you have the option of manually exporting your Personizely contacts and importing them as a CSV file to your ESP.

Image walk-through of how to integrate your Email Service Provider:

In your Personizely dashboard, click on the top right-hand on gear:

Personizely - Settings

From the drop-down you're going to click on "Settings":

Personizely- Settings

On the resulting screen, select the option labeled "Integrations":

Personizely - Integrations

Chose email service provider you use and click the "Connect" button, you will then be prompted to enter your login credentials. This will allow Personizely sync with your ESP.

Personizely - Integrations (Connect)

Your ESP is now synced with Personizely. Each campaign will require you to select your synced ESP and the list you'

Question 5

How to target visitors by UTM parameters

Accepted Answer

If you are using UTM tags to track campaigns, you can use the same parameters to target widgets to website visitors coming from particular sources. For example, you can show a widget only to the visitors who have come to the site by clicking a link in your email newsletter or ads campaign.

On the widgets page, find the widget you want to change and click the pencil button to edit it:

Go to the "Display options" tab:

Display options

In the "Target" section select "Custom target" and click "Create new target":

Create new target

In the tab that opens, enter the name of the target and click on the "Create" button:

Create new target

Click on the button "Add a filter" and select "UTM Parameters":

UTM Parameters

Fill out the necessary fields:

Fill out the necessary fields

Save the target:

![Save target](https://storage.crisp.chat/users/helpdesk/website/30a06a2316be0a00/sav

Question 6

Add Personizely to your website

Accepted Answer

If you do not use a CMS like Shopify or Wordpress, you can easily install the code manually to your site. Just follow the steps below:

In your Personizely dashboard, click on the gear button in the top-right corner of your screen:

In the drop-down menu choose and click "Settings":

Settings

On the resulting screen, copy the tracking code:

Personizely tracking code

Copy and paste this code into the header of your site, between the and tags.

After this, any published Personizely widgets and website personalization campaigns you have created will work on your website.

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