Personizely Features

Monitor the behavior of website and online store visitors

Ability to target website visitors based on behavioral patterns

Adapt the selling process to each visitor, including content and pricing

Provide a library of templates for various purposes such as website engagement or e-commerce

Allows users to customize templates and use them on multiple channels easily

Track the performance of different versions of templates and suggest optimizations

Recommend products based on order history and online behavior

Provide custom content to website visitors based on their online behavior

Deliver messages targeted at buyers who are about to leave an online store

Optimize search based on the role of the user or inventory availability

Machine learning or artificial intelligence that powers the personalization features of the platform.

Tools to automatically recommend products to a customer based on their viewing or purchasing history.

The ability to test various configurations and recommendations to determine which are most successful with customers.

Tools to create personalized messaging based on customer data collected from purchases or viewing history.

Integrate personalized content and recommendations on websites

Provides native A/B testing for content and campaigns.

Allows users to build and analyze customer profiles.

Presents messaging depending on customer behavior.

Presents messaging depending on customer context.

Content triggered by customer's given geolocation.

Provides recommendations based on customer metrics.

Calculates and presents customized discounts.

Personalizes web experiences and presented content based on customer metrics.

The ability to create and customize marketing campaigns based on user data.

Easily digestible visual representations of data collected by the platform.

Data collected from customers to be analyzed by analytics tools or other e-commerce software.

The ability to integrate with a variety of e-commerce software platforms in order to share data and other functionality.

Provides pre-designed themes and templates for pop-up messages

Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc.

Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface

Pop-ups are optimized to display correctly on mobile devices

Ability to target specific visitors based on referrer, geo-location, cookies, or previous history

Ability to trigger time-based or behavior-based pop-up campaigns

Tools for creating split A/B tests

Measure and visualize campaign performance and conversion rates

Integrates with popular CRMs and email marketing software

Integrates with web content management systems

Integrates with e-commerce platforms

Automatically identify and save contact information of potential customers

Captures form submissions from existing forms on websites or landing pages

Captures measurable, real customer data gathered directly from a website

Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.

Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.

Provides reporting and analytics tools to quantify the results of the experiment.

Interact with data visualization elements, such as charts and graphs, to drill down into data

Web form that allows users to enter data that is sent and processed for different reasons

Changes colors, calls to action, or form length to personalize lead capture

Provides pre-configured templates that can be customized by users

Integrates with sales and marketing software solutions to transfer lead data between them

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Allows for the testing of multiple variables at a time during a single test.

Conduct tests to compare performance across various versions of content (web pages, images, emails, etc.)

Allows mobile web pages to be tested during A/B experiments.

Uses AI to generate or suggest experiment variations to test website versions.

Uses AI or machine learning to automatically optimize traffic distribution between experiment variations.

Create many versions of emails, forms, or actions and gauge which is most effective

What You See is What You Get (WYSIWYG) features allow the editing of web pages without HTML. This means you can directly edit pages with images and text without any coding.

Uses algorithms and continuous data entry to enable the technology to develop insights and optimize testing.

Requires little to no knowledge of coding. Usually this means it comes with prewritten code.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Set up connections to third-party platforms to improve business processes

Set up connections to third-party platforms to improve business processes

Uses AI to recommend products, content, offers, or experiences based on customer behavior, preferences, and historical interactions.

Uses AI to dentify and build audience segments using customer attributes, behaviors, and engagement data.

Use AI to dynamically adapt content for each visitor using behavioral, contextual, and customer data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Gauge satisfaction and receive information for improvement and success

Access software remotely via mobile devices

Pre-designed layouts that can be customized to match preferences and requirements

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Program to edit text files that renders the content in accordance with embedded markup code such as HTML

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

Define levels of authorization for access to specific files or systems

Group campaigns by project, client, or campaign for better management.

An extended application or connector that enables users to perform additional services with their current set of tools

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Method of analysis that visualizes the series of events that lead towards a defined goal.

Assemble applications and processes by dragging over and arranging pre-built components

Application programming interface that allows for integration with other systems/databases

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Track visitors'/audience's responses across web pages and other optimized content

Create landing pages or online forms designed to capture new leads and prospects

Tracks metrics that provide insight into how a user interacts with any interface or product

Geographic location of visitors determines behavior of the software

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Observe and track the demand, usage, progress or quality of a system, product, or user

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Add customized logos and colors to align with company branding

Receive data and information in real time

Creation, administration, and evaluation of assessments or tests

Search and filter data across systems to locate required information by entering keywords or certain criteria

Graphical representation of data

Apply statistical/mathematical models to sets of data

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Tracks metrics that provide insight into how a user interacts with any interface or product

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Interact with data visualization elements, such as charts and graphs, to drill down into data

Analyze and gain insights into data in real-time

Track visitors'/audience's responses across web pages and other optimized content

Customize website features

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Active reporting of data and metrics

Display advertising and marketing messages to users based on their browsing history and preferences

Provide personalized marketing content

Track and analyze information regarding website visitors

Process of dividing customers into groups based on common characteristics

Record customer information, purchase history, and other notes

Create, save, and re-purpose templates for emails, forms, etc.

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Add customized logos and colors to align with company branding

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout

Assemble applications and processes by dragging over and arranging pre-built components

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Use AI to generate content in the form of text, images, videos, etc.

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

View and track pertinent metrics to find patterns and gain insights from data

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Manage multiple campaigns in one system

Group campaigns by project, client, or campaign for better management.

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Customize contracts and forms to collect specific information

Create and send email blasts/campaigns

Divide leads into buckets based on predefined criteria and routing rules

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Assemble applications and processes by dragging over and arranging pre-built components

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage multiple campaigns in one system

Tools designed to streamline the process of lead generation and management for sales teams

Customize data fields to support various needs and use cases

Route and distribute your leads to third party buyers

Predefined actions automatically performed on the occurance of specific events

Tracks metrics that provide insight into how a user interacts with any interface or product

Use AI to generate content in the form of text, images, videos, etc.

Communicate using direct chat or messages within the system

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Create and send email blasts/campaigns

Create, save, and re-purpose templates for emails, forms, etc.

Engage with a lead throughout the sales process by actively providing information

Add customized logos and colors to align with company branding

Manage, organize, and store contact information

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, store and organize emails within the system or via third-party apps

Notifications that are delivered to users as soon as an event occurs

Process of dividing customers into groups based on common characteristics

Gauge satisfaction and receive information for improvement and success

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Real-time alerts or notifications that inform teams about new leads or prospects

View and track pertinent metrics to find patterns and gain insights from data

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Manage the process of attracting and converting business prospects into leads

A collection of customer information such as contact details, demographics, previous interactions, etc.

Create and automatically send premade copy in response to customer messages

Score a lead on their quality or likelihood to buy based on certain behaviors

Application programming interface that allows for integration with other systems/databases

Store, manage and track all forms in a centralized location

Track visitors and purpose of visits

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Track and interpret campaign performance metrics

Search and filter data across systems to locate required information by entering keywords or certain criteria

Plan and strategize marketing campaigns

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Track delivered, received, and opened emails

Send automated marketing emails based on user actions over a predetermined period

Group campaigns by project, client, or campaign for better management.

Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.

Track and manage schedules and meetings via an integrated calendar

Timed notification for any upcoming task, deadline, appointment, or activity

Track interaction history by documenting conversations for contacts

Track all opportunities for potential sales and convert them into recurring revenue

Reports specific to sales analysis for trends and strategies

Store and organize documents in a centralized system

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Observe and track the demand, usage, progress or quality of a system, product, or user

Caters to sales teams

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression