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  • Glossary
  • Getting Started with Monetate
    • Platform Introduction
      • Types of Implementations
      • The Monetate Session
      • Platform Dashboard
      • Settings Overview
      • Account Analytics
      • Web Experiences List Page
      • Customer Data Overview
      • Datasets List Page
      • Actions List Page
      • Events List Page
      • Platform Organization Best Practices
      • Master Monetate with Inspector, UI Secrets, & More
      • Monetate Platform FAQ
    • Monetate Experiences
      • Monetate Experiences Overview
      • Experience Statuses
      • Configure the WHY of a Web Experience
      • Default Metrics for Experiences
      • Configure the WHO of a Web Experience
      • Action Descriptions
      • Action Slotting
      • Action Conditions
      • Add Variants to a Web Experience
      • Configure the WHEN of a Web Experience
      • Create a 100% Experience
      • Create a Full-Page Test Experience
      • Activate an Experience for Preview and Testing
      • Preview Mode Limitations
      • Experience QA Tips
      • Troubleshooting an 'Unknown' Track
      • Experience Priority
      • Enable Auto-Promotion for Experiences
      • View Experience Change History
      • Duplicate a Web Experience
      • Duplicate an Experience into a Market
      • Web Experiences FAQ
      • Experience Examples
        • Create a Data Collect Experience
        • Create an Experience to Target Logged-In Users
        • Create a Free-Shipping Threshold Experience
        • Target Actions to Fire on Specific Product Detail Pages
        • Track Interactions with Sale Items
        • Trigger a Lightbox Action for Out-of-Stock Items
        • Drive Online Customers to Stores
        • Create an Experience with Location-Based Dynamic Content
        • Create a Full-Page Test Experience for Redirect with Persistent Parameters
        • Marketing Action Templates
        • Developer Action Templates
      • Omnichannel Experiences
        • Create an Omnichannel Experience
        • Available Omnichannel Actions
        • Best Practices for Omnichannel Experiences
    • Supplemental Resources
      • Using Regular Expressions in Monetate
      • Accessibility Compliance Best Practices
      • SEO and Monetate
  • Search, Discovery, & Merchandising
    • Product Recommendations
      • Product Recommendations Overview
      • Recommendations Overview Dashboard
      • Global Settings
      • Recommendation Algorithms
      • Filters in Recommendations
      • Boost and Bury
      • Deep Dive into Product Recommendations
      • Product Recommendations FAQ
      • Recommendation Strategies
        • Recommendation Strategies List Page
        • Global and Local Recommendation Strategies
        • Create a Recommendation Strategy
        • Create a Recommendation Strategy for Market-Level Recommendations
        • Create a Recommendation Strategy with a Recommendations Dataset
        • Create a Recommendation Strategy with Offline Purchases Data
        • Preview a Recommendation Strategy
        • Delete a Recommendation Strategy
      • Slotted Recommendations
        • Slotted Recommendations Overview
        • Slotted Recommendations List Page
        • Create a Slotted Recommendation
        • Delete a Slotted Recommendation
      • Recommendations Actions
        • Configure a Recommendations Action
        • Configure a Recommendations Action with Slotting
        • Configure an Omnichannel Recommendations Action
        • Configure an Omnichannel Recommendations Action with Slotting
        • Recommendations Experience Configuration Guide
        • Suggested Recommendations Experiences
      • Product Recommendations for Email
        • Product Recommendations for Email Overview
        • Create a Product Recommendations for Email Experience
        • Recommendation Strategies for Recommendations Email Experiences
        • Run-Time Context for Recommendations Email Experiences
        • Customize the Recommendation Item Template
      • Recommendations Datasets
        • Recommendations Datasets Overview
        • Create a Recommendations Dataset
        • Update a Recommendations Dataset
        • Delete a Recommendations Dataset
      • Product Recommendations Reporting
        • Product Recommendations Reports
        • Product Recommendations Reports Terminology
      • Legacy Recommendations
        • Legacy Recommendations Overview
        • Endcap Guide
        • Plan an Endcap
        • Track Customer Engagement with Recommendations
        • Recommendations API
        • Legacy Recommendations FAQ
    • Personalized Search
      • Personalized Search Overview
      • Preparing to Implement Personalized Search
      • Configure a Personalized Search Action
      • Personalized Site Search
        • Search Results Customizations
        • Boost or Bury Products in Search Results
        • Pin Products atop Search Results
        • Exclude Products from Search Results
        • Create Synonyms
        • Create URL Redirects
        • Personalized Site Search Analytics
      • Personalized Category Pages
        • Manage Facets for Category Pages
        • Boost or Bury Products on Category Pages
        • Pin Products on Category Pages
        • Exclude Products from Category Pages
        • Create Scheduled Campaigns
        • Import Default Rules and Scheduled Campaigns
        • Create a Multi-Site Cluster
        • Personalized Category Pages Analytics
    • Dynamic Bundles
      • Dynamic Bundles Overview
      • Dynamic Bundles List Page
      • Create a Bundle
      • Preview a Bundle
      • Configure a Dynamic Bundles Action
      • Configure an Omnichannel Dynamic Bundles Action
      • Create a Dynamic Bundles Email Experience
      • Delete a Bundle
    • Product Finder
      • Product Finder Overview
      • Product Finder List Page
      • Create a Product Finder Questionnaire
      • Configure a Product Finder Action
      • Product Finder Style Guide
    • Social Proof
      • Configure a Social Proof Action
      • Configure an Inventory-Based Social Proof Action
      • Configure a Recommendation Strategy–Based Social Proof Action
      • Configure an Omnichannel Social Proof Action
      • Master Social Proof
    • Product Badging
      • Product Badging Overview
      • Types of Badging Actions
      • Configure a Product Badging Action
      • Configure an Omnichannel Product Badging Action
      • Badging Action Troubleshooting
  • Testing & Personalization
    • A/B Testing
      • Create a Standard Test Experience
      • Standard Test vs. Dynamic Testing Experiences
      • Create a Multivariate Test Experience
    • Dynamic Testing
      • Create a Dynamic Testing Experience
      • Dynamic Testing Experience Methodology
      • Dynamic Testing vs Standard Test Experiences
      • Dynamic Testing Experience Analytics
      • Use Machine Learning to Enhance Testing
      • Dynamic Testing Experiences FAQ
    • Automated Personalization
      • Create an Automated Personalization Experience
      • Configure Engine Context
      • Holdouts in Automated Personalization Experiences
      • Automated Personalization Experience Analytics
      • Understanding Automated Personalization Experience Analytics
      • Engine Insights
      • Automated Personalization Experience Iteration Guide
      • Master Automated Personalization Experiences in 30 Minutes
      • Automated Personalization Experiences FAQ
  • Platform Capabilities
    • Building Actions
      • Actions to Insert New Content
      • Actions to Edit Existing Content
      • Countdown Timer Actions
      • Lightbox Actions
      • Actions to Set Cookies
      • Data Collect Action
      • Simulate Click/Event Action
      • Add Action Conditions
      • Master Action Templates in 30 Minutes
      • Content Masking
      • Manage Flicker
      • Flicker Troubleshooting
      • Fix Action-Rendering Issues with React Applications
      • HTML Action Tips and Tricks
      • CSS Tips and Tricks
      • Actions FAQ
      • Action Builder
        • Action Builder Overview
        • Build an Action
        • Customize an Action
        • Test an Action
        • Duplicate an Action
        • Reuse Actions
        • Action Inputs
        • Build a Sticky Banner Action
        • Build a Product Recommendations Action
        • Build a Product Recommendations with Slotting Action
        • Build an HTML Countdown Action for a Cart Page
        • Build an Exit Intent Lightbox on the Cart Page
        • Build a Banner for Mobile Devices
        • Build an Action Duplicating a Checkout Button on a Cart Page
        • Use JavaScript to Poll for Necessary Resources
        • jQuery
      • Working with Element Selectors
        • Element Selectors
        • Action Insert Methods
        • Selectors in Actions
        • Use Multiple Selectors in Actions
    • Targeting Customers
      • Target Builder
        • Target Builder Overview
        • Build Targets for Web Experiences
        • Test Targets
      • Types of WHO Targets
      • Cross-Device Behavioral Targets
      • Named Segments
      • Travel Targets
      • Add Custom Targets to a Web Experience
      • Configure a Datasets Target
      • Configure a Disjoint Group Target
      • Configure an On-Site Search Terms Target
      • Create a Behavioral Triggers Extract
      • Use Contentsquare Live Signals in a Web Experience
    • Identifying Audiences
      • Audience Explorer
        • Audience Explorer Overview
        • Define a New Audience
        • Audience Explorer FAQ
      • Audience Discovery
        • Audience Discovery Overview
        • Access Audience Discovery
        • Audience Details Page
        • Use Audience Data in an Experience
        • Audience Discovery FAQ
      • AdLink
        • AdLink
    • Content Manager
      • Content Manager Overview
      • Upload Fonts
      • Upload a Locations List
    • Content Builder
      • Content Builder Overview
      • Create Layered Content
      • Add Dynamic Text to Creatives
      • Use Location-Based Dynamic Text and Click Zones
      • Use Dynamic Creatives in Experiences
      • Use Content Builder to Create Multiple Versions of a Creative
    • Custom Variables
      • Custom Context Variables Overview
      • Define a Custom Context Variable
    • Feature Flags
    • Data & Reporting
      • Customer Data
        • Onboarding Customer Data
        • Customer Dataset Upload Requirements
        • Customer Attributes Datasets
          • Customer Attributes Dataset Details Page
          • Upload a Customer Attributes Dataset
          • Update a Customer Attributes Dataset
          • Update a Customer Attributes Dataset via SFTP
          • Update a Customer Attributes Dataset via the Data API
          • Customer Attributes Datasets FAQ
        • Customer Datasets
          • Customer Dataset Details Page
          • Upload a Customer Dataset
          • Update or Replace a Customer Dataset
          • Update a Customer Dataset via SFTP
          • Update Customer Data via the Data API
          • Customer Datasets FAQ
        • ID Collectors and Customer View
          • Configure a Customer View
          • ID Synchronization
          • Cross-Device Testing
          • Client-Side ID Collectors
          • Create an ID Collector
          • ID Collectors and Customer View FAQ
        • Consumer Data Privacy
          • Data Privacy Overview
          • Data Privacy Regulations
          • Use Compliance Tools to Remove Customer Data
          • Consumer Data Privacy API
          • Consumer Data Access API
      • Product Data
        • Product Catalog Datasets
          • Implement a Product Catalog
          • Product Catalog Specification
          • Create a Product Catalog Dataset Schema
          • Update a Product Catalog Dataset
          • Update a Product Catalog Dataset via SFTP
          • Update a Product Catalog Dataset via the Data API
          • Assign a Default Product Catalog Dataset
          • Delete a Product Catalog Dataset
          • Common Product Catalog Validation Errors
        • Custom List Datasets
          • Create a Custom List Dataset
          • Update a Custom List Dataset
        • Offline Purchases Datasets
          • Offline Purchases Datasets Overview
          • Create an Offline Purchases Dataset
          • Update an Offline Purchases Dataset
        • Legacy Product Catalog
          • Product Catalog Page
          • Legacy Product Feed Specification
          • Upload a Product Feed
          • Categories
          • Merchandiser Sets
          • Product Catalog Mapping FAQ
      • Analytics
        • Statistical Confidence
        • Default Metrics
        • Analytics FAQ
        • Experience Results
          • Experience Qualifications and Results
          • View Experience Metrics
          • Custom Metrics in Experience Results
          • Real-Time Counts
          • View Tracked Actions in Experience Results
          • Export Experience Results Data
          • Dynamic Testing Experience Results
          • Automated Personalization Experience Results
          • Automated Personalization Experience Engine Insights
          • Understanding Automated Personalization Experience Results
        • Product Recommendations Reports
          • Product Recommendations Analytics
          • Product Recommendations Analytics Terminology
        • Custom Reports
          • Custom Reports Overview
          • Create a Custom Report
        • Journey Analytics
          • Journey Analytics Overview
          • Sankey Diagram
          • Configure a Customer Journey Diagram
          • Page Metrics
          • Journey Analytics FAQ
        • Third-Party Analytics
          • Third-Party Analytics Overview
          • Integrate with Contentsquare
          • Integrate with Google Analytics
          • Set Up a Google Analytics 4 Integration Using Google Tag
          • Integrate with Google Analytics When Using Google Tag Manager
          • Configure a Custom Third-Party Analytics Report
          • Code Samples for Third-Party Analytics Integrations
          • Third-Party Analytics FAQ
        • Monetate Analytics Cloud
          • Monetate Analytics Cloud Overview
          • Analytics Data Dictionary
        • Session Stream
          • Session Stream Overview
          • Making Use of Session Stream Data
          • Get Interpretable Values with the Metadata API
          • Session Stream FAQ
      • Measuring Events
        • Event Builder
          • Event Builder Overview
          • Build an Interaction Event
          • Build an Impression Event
          • Build a Page URL Event
          • Build API Events
          • Condition Options for Events
          • Preview an Event
          • Track Clicks on Sale Items
          • Event Builder FAQ
        • Default Metrics & Key Performance Indicators
        • Add Custom Metrics to an Experience
        • Custom Metrics in Experience Analytics
    • Account Maintenance & Support
      • Settings
        • Integrations
          • Integration Tools
          • Install Monetate Inspector
          • Configure Single Sign-On
          • Manage First-Party Proxies
          • Connect Shopify Checkout Extensibility to Monetate
          • Integrate with AgilOne
        • Markets
          • Markets Overview
          • Create a Market
          • Delete a Market
        • Sites
          • Set Time Zones for Sites
          • Manage SFTP Users
          • Manage Stealth Groups
          • Manage API Keys
        • Settings Overview
        • Manage Users
        • Default Metrics for Experiences
        • Engine Context
        • Email
        • Seasonality
      • Support
        • Contacting Support
    • Certifications Training
      • Platform Foundations Training
        • Section 1: Platform Tour
          • Platform Dashboard
        • Section 2: Settings & Configuration
          • Integration Page
          • Manage Stealth Groups
          • The Monetate Session
        • Section 3: Monetate Experience Types
          • Web Experiences Overview
          • Build a 100% Experience
          • Build a Standard Test Experience
          • Build a Dynamic Testing Experience
          • Build an Automated Personalization Experience
          • Build a Full-Page Test Experience
          • Build a Full-Page Test Experience for Redirect with Persistent Parameters
          • Build a Multivariate Test Experience
          • Experience Design Webinar
        • Section 4: Analytics & Reporting
          • Real-Time Counts
          • Dynamic Testing Experience Results
          • Automated Personalization Experience Results
          • Custom Reports
          • Statistical Confidence in Experiences
        • Section 5: Third-Party Analytics Platforms
          • Account Analytics
          • Integrating Third-Party Analytics
          • Google Analytics
          • Contentsquare
          • Session Stream
        • Section 6: Identify Customers Across Devices
          • Customer View Overview
          • ID Synchronization Overview
          • Cross-Device Testing
        • Section 7: Images/Fonts/Content
          • Content Manager Overview
          • Introducing Content Builder
        • Section 8: Data I/O
          • Customer Data Onboarding Overview
        • Section 9: User Management
          • Manage Users
          • Suggested User Role Assignments
        • Section 10: Implementation Basics
          • Implementation Overview
          • Install the Monetate Inspector Browser Plug-In
          • Collect Data Action
          • Onboarding Customer Data
          • Implementing a Product Catalog
          • Integrating Third-Party Analytics
        • Section 11: The WHY Part of Your Experience
          • Event Builder Overview
          • Configure Experience Metrics Tracking
        • Section 12: The WHO Part of Your Experience
          • Target Builder
          • Understand WHO Targeting in Web Experiences
          • WHO Target Types
          • Travel WHO Targets
        • Section 13: The WHAT Part of Your Experience
          • Action Builder
          • Action Conditions
          • Combine Multiple Actions
          • Data Collect Experiences
        • Section 14: The WHEN Part of Your Experience
          • Configure Experience Timing
        • Section 15: The HOW Part of Automated Personalization Experiences
          • Engine Context
        • Section 16: Experience Management
          • Experience List Page
          • Experience Status
          • Experience Priority
          • Preview and Test Experiences
          • Duplicate a Web Experience
          • Experience QA Tips and Tricks
        • Section 17: Develop a Monetate Program
          • Plan for the Monetate Experience Sentence Structure
        • Section 18: Identify Areas of Opportunity
          • Define a Goal
          • Case Study: Define Your Goals
          • Identify Areas of Opportunity
          • Case Study: Identify Where Customers Are Bouncing
          • Understand the Conversion Funnel
        • Section 19: Determine Your Strategy & Tactics
          • Align Objectives to the Appropriate Audience
          • Select the Experience Type That Best Fits Your Needs
          • Agility Experiences
          • Optimization Experiences
          • Segmentation Experiences
          • Personalization Experiences
        • Section 20: Execute, Review, Analyze, Iterate
          • Prioritize Experiences
          • Review and Analyze
          • Iterate
        • Section 21: Platform Foundations Knowledge Assessment & Certification
          • Take the Platform Foundations Knowledge Assessment
          • Platform Essentials Practical Assessment Training Video
      • Builders Expert Training
        • Section 1: HTML Elements
          • Commonly Used HTML Tags
          • The Anatomy of a URL
        • Section 2: CSS Elements
          • CSS Basics
          • CSS Positioning
          • Element Selectors
          • Introduction to Media Queries
        • Section 3: Regular Expressions
          • Regular Expressions (Regex) Basics
        • Section 4: jQuery
          • Introduction to jQuery
          • Sizzle Selectors
        • Section 5: The WHY Part of Your Experience
          • Configure Experience Metrics
        • Section 6: The WHO Part of Your Experience
          • Understand WHO Targeting in Web Experiences
          • Types of WHO Targets
          • Travel Targets
        • Section 7: The WHAT Part of Your Experience
          • Overview of Action Builder
          • Action Conditions
          • Use Case: Create a Data Collect Experience
        • Section 8: The WHEN Part of Your Experience
          • Configure Experience Timing
        • Section 9: The HOW Part of Your Experience
          • Engine Context
        • Section 10: Experience Management
          • The Monetate Session
          • Experiences List Page
          • Experience Status
          • Experience Priority
          • Duplicate Web Experiences
          • Preview and Test an Experience
          • Limitations of Preview Mode
          • Experience QA Tips
        • Section 11: Action Builder 101
          • Introducing Action Builder
          • The Importance of Element Selectors in Actions
          • Build an Action
          • Customize an Action
          • Test an Action
          • Reuse Actions
          • Duplicate an Action
        • Section 12: Action Builder 201
          • Action Insert Methods Explained
          • Understand Lightbox Frequency
          • Content Masking Overview
        • Section 13: Action Builder 301
          • How Monetate Impacts Page Load Time
          • Third-Party Cookies vs. First-Party Cookies
          • Action Slotting
          • Combine Multiple Monetate Actions
          • Use a Failsafe or Fallback Selector List When Building Actions
          • HTML Action Tips and Tricks
          • CSS Action Tips and Tricks
          • Global CSS Styles
          • Use JavaScript to Poll for Necessary Resources
          • Monetate and iFrames
          • Accessibility Compliance Best Practices
        • Section 14: Action Builder Use Cases
          • Build a Sticky Banner Action
          • Build a Banner for Mobile Devices
          • Duplicate a Checkout Button on a Cart Page
          • Create a Free-Shipping Threshold Experience
          • Target Actions to Fire on Specific Product Detail Pages
        • Section 15: Target Builder 101
          • Introducing Target Builder
          • Create Targets
          • Perform QA Testing on Targets
          • Understand WHO Targeting in Web Experiences
          • Add Custom Targets to a Web Experience
          • Use Customer Datasets for Targeting
          • Cross-Device Behavioral Targets
        • Section 16: Target Builder Use Cases
          • Create an Experience That Only Targets Logged-In Users
          • Trigger a Lightbox Action for Out-of-Stock Items
        • Section 17: Event Builder 101
          • Event Builder
          • Interaction Events
          • Create API Events
          • Add Custom Metrics to an Experience
          • Custom Metrics in Experience Analytics
          • Event Builder FAQ
        • Section 18: Event Builder Use Cases
          • Track Clicks on Sale Items
        • Section 19: Builders Expert Knowledge Assessment & Certification
          • Take the Builders Expert Knowledge Assessment
        • Reference Materials: SEO Guide
          • Monetate and SEO
        • Reference Materials: Action Types
          • Actions for Inserting New Content
          • Actions for Editing Existing Content
          • Actions to Display Lightboxes
          • Actions to Display Countdown Timers
          • Actions for Setting Cookies
          • Collect Data Action
          • Simulate Click Event Action
      • Merchandiser Training
        • Section 1: Product Recommendations
          • Strategies List Page
          • Global and Local Strategies
          • Configure a Recommendation Strategy
          • Configure a Strategy with a Recommendations Dataset
          • Configure a Strategy with Offline Purchases Data
          • Preview a Strategy
          • Delete a Strategy
          • Upload a Recommendations Dataset
        • Section 2: Dynamic Bundles
          • Introducing Dynamic Bundles
          • Bundles List Page
          • Create a Dynamic Bundle
          • Preview a Dynamic Bundle
          • Deploy a Dynamic Bundles Action
          • Deploy an Omnichannel Dynamic Bundles Action
          • Deploy a Dynamic Bundles Email Experience
          • Delete a Dynamic Bundle
        • Section 3: Product Recommendations for Email
          • Introducing Product Recommendations for Email
          • Deploy a Product Recommendations for Email Experience
          • Selecting Strategies for Recommendations Email Experiences
          • Run-Time Context for Product Recommendations Email
          • Customizing the Recommendation Item Template
        • Section 4: Social Proof
          • Deploy a Social Proof Action
          • Deploy an Inventory-Based Social Proof Action
          • Deploy a Recommendation Strategy–Based Social Proof Action
          • Deploy an Omnichannel Social Proof Action
        • Section 5: Product Badging
          • Introducing Product Badging
          • Product Badging Actions
          • Deploy a Product Badging Action
          • Deploy an Omnichannel Product Badging Action
          • Product Badging Troubleshooting
        • Section 6: Merchandiser Knowledge Assessment & Certification
          • Take the Merchandiser Training Knowledge Assessment
      • Master Monetate in 30 Minutes
        • Utilize Machine Learning for Enhanced Testing
        • All About Automated Personalization Experiences
        • Action Templates: What You Can Do in an Hour
        • Go Deeper with Product Recommendations
        • The Social Proof Is in the Pudding
        • Master Monetate: Inspector, Engine API, UI Secrets, and More
    • Release Notes
      • 2025
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    Getting Started with Monetate

    Learn about the Monetate platform & Web experiences

    Search, Discovery, & Merchandising

    Deploy Product Recommendations, Dynamic Bundles, Personalized Search, & other key Monetate products

    Testing & Personalization

    Create a/b testing, Dynamic Testing, & Automated Personalization experiences

    Platform Capabilities

    Identify audiences, target customers, build actions, & more

    Data & Reporting

    Upload customer & product data, view experience analytics

    Account Maintenance & Support

    Configure your Monetate account settings, & learn when to contact Monetate Support

    Certifications Training

    Study these self-paced training modules to earn certifications

    Master Monetate in 30 Minutes

    Expand your skills by watching this webinar series

    Use Cases

    Read success stories from Monetate clients

    Documentation Request Guide

    How to submit actionable documentation requests

    Style Guidelines

    Preferred terminology & styling for features, UI elements, & more
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