How to send contacts from Personizely to Zapier
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 whePopularData placeholders and keyword replacement reference
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 propertiPopularHow to trigger a widget to show up on mouse hover
You can configure your widget to be displayed when your visitors mouse over a specific element. Example: Follow these steps to set up a popup trigger on hover. First, find the element you need to target. As an example, I'll use our website page and target the "Watch video" element: Here the trigger element is id “videoDemo” (https://sSome readersHow to target visitors by UTM parameters
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: Edit WidgetSome readersHow to restrict your widget to showing up on specific pages
Do you want to show your widgets only on specific pages or show them on all pages except for a select few? It's easy to control this with our page targeting rules. Follow this guide to learn how to target your widgets to your pages: On the widgets page, click on the pencil button to edit the widget: Edit widget Go to the "Display options" tab: Display options (https://storage.crisp.chSome readersHow to create a thank you message (or display a coupon) after sign-up
To create a thank you message (or display a coupon) after your visitors sign-up to your newsletter, follow these steps. On the widgets page, find the one you want to change and click the pencil button to edit it: Edit Widget Find the steps on the right side of the elements panel, hover over “Step 1” and click on “Clone step”: Clone step (https://storage.crisp.chat/users/helpdesk/website/3Some readersHow to disable the powered by Personizely logo
Looking for a way to disable the Powered by Personizely link below your widgets? It's easy! Follow these steps to remove the Powered by Personizely link. From your Personizely Dashboard, go to the “Settings” tab: Settings On the next screen in the "Website" tab, uncheck the "Show the Powered by Personizely logo" option. Save your changes and you are done! Disable "Show the Powered by PersonSome readersTypes of display triggers
Detect your visitors' behavior and use smart triggers to always display the right widget to the right person at the right time. To set up a trigger for your widget follow these steps: On the widgets page, click on the pencil to edit widget: Edit Widget Go to the "Display options" tab: Display options InSome readersUsing the Javascript SDK
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 -Some readersHow to trigger a widget to show up on click
You can configure your widget to be displayed when a site visitor performs a certain action on your website (for example, clicks a ‘contact me’ button, adds an item to cart, etc.). Follow these steps to create a pop up from an element on your website. First, find the element you want to use for the trigger. As an example, I'll use our website page and target the "Watch video" element: Here the trigger element is id “videoDemo” (httpSome readersHow to target visitors by the device
Would you like to target visitors who visit your website using specifically one of mobile, tablet, or desktop devices? With Personizely, you can create widgets targeted specifically to certain devices. On the widgets page, find the widget you want to change and click the pencil button to edit it: Edit Widget Go to the "Display Options" tab: Display Options (https://storage.crisp.chat/uFew readersHow to target visitors by country, state or city
You can choose to display each of your widgets only to website visitors coming from a specific country, state/region or city. Here are the step-by-step instructions on how to configure geo-targeting. On the widgets page, find the widget you want to change and click the pencil button to edit it: Edit Widget Go to the "Display options" tab: Display Options (https://storage.crisp.chat/uFew readersWebhooks
Creating the webhook In Personizely you can set up a webhook to be send when a certain action is done on a widget. To create a webhook for a widget, follow the guide below: Edit the element on which you want to attach a webhook: Editing the element Add an automation: Creating the automation Set the URL wFew readersHow to schedule a widget
Do you have a time-sensitive promotion that you want to run on your website? With Personizely scheduling rule, you can show a widget during a specified date/time range. Here is how you can do it: On the widgets page, find the widget you want to change and click the pencil button to edit it: Edit Widget Go to the "Display options" tab: Display Options (https://storage.crisp.chat/users/Few readersHow to create an exit intent widget
Personizely comes with the powerful exit-intent technology which allows you to display your widget at the precise moment when a visitor decides to leave your site. Using this produces great results and will dramatically increase your email list signups. Follow this guide to learn how to set up an exit intent trigger for your widget: On the widgets page, find the widget you want to change and click the pencil button to edit it: Edit Widget (https://storage.crisp.chat/users/helpdesk/websFew readersHow to create a cart abandonment widget
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 toFew readersHow to download the contacts that subscribed via a certain widget
You can export the contacts gathered by a specific widget by clicking on the button with three points next to the widget and selecting "Export contacts": Export ContactsFew readersHow to add a custom field
To create a custom field in Personizely is easy. Just follow the steps below: In your Personizely dashboard, click on the gear button in the top-right corner of your screen: Dashboard In the drop-down menu choose and click "Settings": Settings On the next screen, select the "Custom fields" tab: CuFew readersHow to send an alert on widget submit
If you want to send yourself an email alert when someone has made a submission to either of your forms, follow these steps. On the widgets page, find the widget you want to change and click the pencil button to edit it: Edit widget If there is already a subscription form present, click on the pencil to edit: Edit form (https://storage.crisp.chat/users/helpdesk/website/30a06a2316be0a00/screeFew readersHow to duplicate a widget
You can duplicate any widget by clicking the button with three points next to the widget and select "Clone". This will clone all its settings and design: Clone WidgetFew readersHow to add users to your Personizely account
Do you want to enable multiple users to edit/publish/review your widgets and/or website personalization campaigns? With the multi-user feature, you can add as many people as you like to your account. To add a new user, follow the next steps: Click the "Account" icon at the top-right side of the Dashboard, and from the drop-down menu choose the "Account Settings" option: Account SettingsFew readersHow to A/B test widgets in Personizely
The instructions below describe the process for setting up an A/B test. On the widgets page, click on the pencil button to edit the widget: Edit Widget Select the AB Test icon in the sidebar panel: A/B Test Apply the modifications you want to test to your variation (fFew readersHow to target visitors by Cart Size (Shopify)
Find below a guide on how to customize your widget display options, so they would show up to your clients based on the number of items in their cart. From your dashboard, get to the Widgets tab and choose the one you would like to edit. Hit the “Edit” button, situated on the right side of the screen, right across the widget name: Edit Widget Choose the “Display options” tab: Display Options (htFew readersHow to target visitors by Cart Items (Shopify)
You can choose to show specific widgets to your clients based on their purchases. Read below how to customize your target audience, based on the specific items they already purchased on your website. From your dashboard, get to the Widgets tab and choose the one you would like to edit. Hit the “Edit” button, situated on the right side of the screen, right across the widget name: Edit Widget ChooseFew readersHow to target visitors by Cart Value (Shopify)
If you would like to learn how to set up your widgets to target customers that have a specific cart value on your webstore, follow the guide below. From your dashboard, go to the Widgets tab and choose the one you would like to edit. Hit the “Edit” button, situated on the right side, right across the widget name: Edit Widget Choose the “Display options” tab: Display Options (https://storage.crFew readersHow to target visitors by Order History (Shopify)
With Personizely, you can target the visitors that have a specific buying history on your website. Here are the step-by-step instructions on how to configure targeting by order history. From your dashboard, get to the Widgets tab and choose the one you would like to edit. Hit the “Edit” button, situated on the right side of the screen, right across the widget name: Edit Widget Choose the “Display OptFew readersHow to create an Upsell widget (Wix)
Personizely offers you the perfect way to Upsell your items. Now you can set up a trigger that will react the second an item is added to the cart. Follow this guide to learn how to set up an Upsell widget for your Wix store: On the widgets page click on the "Create a widget" button placed on the top-right side of the screen, and then make the presented widget type and template choices: Create Widget (https://storage.crisp.chat/users/helpdesk/website/30a06a2316be0a00/screen-shot-2022-04-Few readersHow to create a Cross-sell widget (Wix)
Take advantage of the most effective cross-sell strategies, and deliver your best offers to your clients right when they are ready to check out. Follow this guide to learn how to set up a Cross-sell widget for your Wix store: On the widgets page click on the "Create a widget" button placed on the top-right side of the screen, and then make the presented widget type and template choices: Create Widget (https://storage.crisp.chat/users/helpdesk/website/30a06a2316be0a00/create-widget93xpvFew readersHow to activate a teaser for your widget
Follow the steps below to activate and customize a Teaser for any of your widgets. Choose the widget for which you would like to activate the Teaser, and click the edit button: Edit Widget Note: The Teaser can be activated on all types of widgets, except the embedded ones. On the Steps switcher control, hover over the Teaser step, and click Enable teaser: Enable Teaser (https://storagFew readersHow to export and import a widget
You can export any widget and import it to a different Personizely website or account. To export, click the button with three dots next to the widget and select “Export Widget”: Export Widget To import, click the grey arrow at the top right corner of the screen, and choose the widget you want to import: Import Widget (https://storage.crisp.chat/users/helpdesk/website/30a06a2316be0a00/impoFew readers