Getting Started

Find out how to get started with PersonalizeWP – our no-code personalization plugin for WordPress websites.

The instructions below will get you up and running in no time at all!

Two overlaid screenshots of the PersonalizeWP plugin interface. The front screenshot displays a welcome page with icons and descriptions, while the back shows menu options and settings. Both screens are designed for personalizing WordPress sites.

Install and Activate the Plugin

Once you’ve downloaded the plugin, you need to install and activate it on your site. To do this, go the Add New Plugin page and click on the Upload Plugin button in the top left hand corner.
On this screen use the Choose file option to select the file on your computer and click on Install Now.

Create your first rule

We’ve only scratched the surface of what is possible with our default rules! PersonalizeWP offers incredible flexibility for you to come up with your own custom rules based on a wide range of conditions and parameters.

You can create unlimited custom rules in PersonalizeWP and use them across your site to show and hide content to your visitors. And if you want more, let us know what you think we could add, we’re always interested in hearing what would help you.

Show/Hide your first block

You’re now ready to start using PersonalizeWP to show or hide content on your site.

Simply visit one of your site pages or posts, click on a block and then choose a rule in the Block Editor sidebar. You can add multiple rules, and you can decide if you want to show or hide the block if the visitor meets the criteria. Once you save the page, it starts working straight away.

Check out the advanced features

Once you’ve personalised your first block, take the time to find out more about the advanced features in the plugin to help you in your personalisation journey.

Visitor Profiles

Track and analyze individual visitor behavior to create detailed profiles, then display user profile information in your content

Custom Profile Fields

Capture information from your visitors to help personalize their experience on your site

Display Data in Content

PersonalizeWP allows you to display your visitor profile data fields in content blocks that then appear on your website allowing you to personalize your messaging

Content Variations

Effortlessly show different versions of your content based on rules, segments or lead scores, all in one simple block.

Segments

Group your audience based on specific criteria to personalize to groups

Lead Scoring

Assign scores to leads to prioritize follow-up based on their value

Access Controls

Secured with role-based access, passwords, and user ID restrictions

Integrations

Seamlessly integrate with plugins like WooCommerce and Gravity Forms

An online clothing store interface displaying a model wearing a short-sleeved jersey. It features a product description, price, and options for size and color. A pop-up notification offers a discount for returning visitors. The background is light blue, enhancing the promotional elements. A digital mockup showing a "Contact Us" form on the left with fields for name, email, and message, and a visitor profile section on the right displaying personal information and segments, all set against a light blue background. An interface displaying a promotional message for a product. It invites users to apply a discount code for free shipping, specifically targeting interior designers, along with a button to check out best-sellers. The background is light blue, enhancing visibility. An illustration showing a pet food product page with a call to action inviting users to sign up for expert tips and insights. The design transitions from a textual interface to a visual layout featuring a dog, emphasizing pet care. A digital interface showcasing three slides that highlight a new schedule of webinars and in-person events. Each slide features a brief description and a button to view the schedule, set against a light blue background. A table displaying various segments with columns for "Name," "Type," "Reason," and "Visitor Profiles." It includes entries for submitted forms, lead scores, and visitor locations, highlighting specific user behaviors and interactions. A digital interface displays an emerald green velvet sofa, with options for user input and promotional text. The layout features a section for login, scores, and product details, emphasizing the sofa's design and price. The image displays a light blue background featuring a text box about a 24/7 advice line, along with a password protection notice. The notice prompts users to enter a password to access content, emphasizing the importance of security in managing inquiries. A grid featuring logos of various WordPress plugins, including Gravity Forms, WooCommerce, ACF, Kadence WP, Ninja Forms, and WS Form, representing tools for form creation and website enhancement.

And there’s more!

Read through our documentation, check out our blog and watch our instructional videos to find out how you can use the features in PersonalizeWP to improve your website experience.

An illustration of stacked content cards on a light blue background. The foreground card features a play button, suggesting video content, while the background cards display placeholder images and text layouts.

How-Tos

Find out how to achieve what you need with our tutorials and how-to guides, including examples of how and where you can add personalisation.

See our How-Tos
A tablet device displaying a user interface with a search bar at the top, surrounded by empty content sections on a light blue background.

Knowledge Base

In our Knowledge Base, we provide details of how to work with every type of personalisation rule and what you can achieve with them.

Go to the Knowledge Base
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Announcements

Go here to see updates and announcements of new features for PersonalizeWP, and signup to our newsletter to be the first to hear about them.

Read our announcements

Need more help?

Want us to set up and configure PersonalizeWP for your specific needs? Looking for custom features, priority support, or integration with your existing systems?

Get in Touch