Personalization Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Personalization Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
Personalization Software Articles
Inside Connections 2022: What We Liked and Would’ve Liked to See
Analyst work isn’t just confined to data, graphs, and charts. In the research world, our role also relies heavily on presenting findings, mapping trends, and advising in our areas of expertise. The experience varies from industry to industry, but for those of us in the martech arena, we often have the opportunity to have inside access to some of the biggest conferences and events in the space.
by Victoria Blackwell
Campaign Conundrum—How Marketing is Tackling Personalization and Privacy
As a market research analyst at G2, we’re often tapped by our vendors to contribute to and participate in various projects and conferences. It’s an incredible opportunity to engage with other industry experts and peers to identify where we can best allocate resources and learn about the changes on the horizons of our specialties.
by Victoria Blackwell
How to Balance Consumer Privacy and Personalization in Marketing
Every day, consumers are inundated with generic advertisements on billboards, subway ads, and TV and radio commercials.
by Stephanie Graham
Personalization Software Glossary Terms
Personalization Software Discussions
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Question on: Agentforce Marketing (formerly Salesforce Marketing Cloud)
Is there a tutorial with very specific step by step instructions for creating a referral program?There seems to be information creating a patient referral program but we are in an entirely different industry. I found myself copying and pasting the pages from all the referring links into a Word document to have everything in one place. The instructions on this are impossible to follow and disjointed.
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Yes, Pardot has some excellent step-by-step training through Salesforce Trailheads. All Trailheads are free, interactive and a super easy to get through in a day or two. Check out this link: https://www.pardot.com/marketing-inspiration/trailhead-the-fun-way-to-learn-pardot/ Pardot is very easy to learn for people who haven't done a lot of marketing automation work in the past. You'll have your referral program up and running in a blink!
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Question on: Agentforce Marketing (formerly Salesforce Marketing Cloud)
How do we capture web leads to Pardot in Wordpress. All attempts have failed.We have tried 4 methods and plugins with no luck.
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Create a Pardot form (Marketing > Forms > Forms > Add Form)
Once complete, on the top right select the dropdown arrow next to "View Report". Click "View HTML Code"
Copy this HTML code and paste it into the WordPress page of your choosing. Make sure that the WordPress page editor is set to the code version, and not the WYSIWYG editor.
Save the page. Your form will be visible on the WP page and submissions will enter Pardot as new Prospects.
- Ariel
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We use Gravity Forms in Wordpress and have a Form Handler in Pardot that accepts form submissions.
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You can use the Wordpress plugin here:
https://wordpress.org/plugins/pardot/
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Question on: Omnisend
What are the best ways to gain subscribers on a shopify store using omnisend?We have a newletter section at the footer of out page, however, we seem to not gain subscribers and we cannot add a subscription box to our pages.
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Omnisend offers a lot of email capture forms to transform your visitors into subscribers and begin incentivizing that first purchase:
· Landing pages,
· Signup boxes,
· Popus (e.g. exit intent popups or popups with discount codes),
· Gamification (“Wheel of fortune”),
· Form reports (help to analyze how many people have viewed your forms and how many of them have been signed up).
If you want to set up a subscription box - here is a link to a simple step-by-step guide with all the questions you might have: https://support.omnisend.com/en/articles/1061800-signup-box
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Comment deleted by user.
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Personalization Software Reports
Mid-Market Grid® Report for Personalization
Spring 2026
G2 Report: Grid® Report
Grid® Report for Personalization
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Personalization
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Personalization
Spring 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Personalization
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Personalization
Winter 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Personalization
Winter 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Personalization
Winter 2026
G2 Report: Grid® Report
Grid® Report for Personalization
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for Personalization
Winter 2026
G2 Report: Momentum Grid® Report





