2023

March 28, 2023

  • The revised Associated Experiences modal for a recommendation strategy now displays an integrated table of active and inactive experiences instead of a list for each status. The table of experiences is sorted by priority, active to inactive.
  • Users must now replace a recommendation strategy in all associated active experiences before they can delete it.
  • On the recommendation strategy configuration page, the Product Catalog and Recommendation Dataset selectors each now includes a search field to make selecting a dataset easier.
  • The Site Search Recommendations action template now has two fallback recommendation strategy selectors, and the default setting for the Maximum Items field has changed from 1,000 to 50.

Restricted Content

Internal Distribution Only

An asterisk signifies that the story is related to a publicly announced update.

  • DEC3-1263 The revised Associated Experiences modal for a recommendation strategy now displays an integrated table of active and inactive experiences instead of a list for each status. The table of experiences is sorted by priority, active to inactive.*
  • DEC3-1265 Users must now replace a recommendation strategy in all associated active experiences before they can delete it.*
  • DEC3-1279 On the recommendation strategy configuration page, the Product Catalog and Recommendation Dataset selectors each now includes a search field to make selecting a dataset easier
  • DEC3-1155 The Site Search Recommendations action template now has two fallback recommendation strategy selectors, and the default setting for the Maximum Items field has changed from 1,000 to 50.*
  • PER-726 Update links to the new knowledge base
  • PER-758 UI only | For new dataset initial uploaded file shows under Update History with status not being processed
  • REC-355 Recs Dedupe: Create recommendation context object and dedupe state
  • REC-372 Update monetate recommendations to remove monetate.common
  • PER-736 Product Dataset: Attributes added via the 'Add Attribute' modal don't appear as filter options
  • DEC3-1266 [Backend] Rec Strategy Deletion Validation
  • DEC3-1253 Replacing Warning message with Error message on Rec Strategy Page
  • PER-717 Progressive: S3 dataset automation failing
  • DEC3-1188 Record offer facts for Site Search Recs campaigns
  • CD3-1839 Triggers: Implement default user level frequency cap
  • CD3-1810 Triggers: System allows us to delete used trigger email template
  • DEC3-1274 Academy Campaign rule failing
  • SDKF-1950 [React Native SDK] Event Integration: Add to cart
  • SDKF-1949 [Android SDK] Event Integration: Add to cart
  • CD3-1918 AdLink: Out-Of-Band (OOB) flow Migration
  • PER-668 Recommendation Strategies: Onboarded Datasets don't return associated items
  • PER-659 Email Recommendations not rendering all product images
  • CD3-1931, DEC3-1309, SDKF-1946, SDKF-1986, SDKF-1987, REC-367, SDKF-1944, REC-323, and DEC3-1281 Testing and automation

Previous 2023 Releases

March 14, 2023

  • Recommendation Reports has been renamed Product Recommendations Report.
  • On the recommendation strategy configuration page, the SELECT ATTRIBUTE selector for recommendation filters and the Boost and Bury function each now includes a search field to make selecting an attribute easier.

Restricted Content

Internal Distribution Only

An asterisk signifies that the story is related to a publicly announced update.

  • DEC3-1273 Recommendation Reports has been renamed Product Recommendations Report.*
  • DEC3-1248 On the recommendation strategy configuration page, the SELECT ATTRIBUTE selector for recommendation filters and the Boost and Bury function each now includes a search field to make selecting an attribute easier.*
  • CD3-1659 Triggers: Link the entire dev stack to test an email from start to finish
  • SDKF-1888 Mobile SDK: [Android] Multi Event(context) integration in SDK
  • PER-628 Recommendations Strategy not returning products to experience
  • PER-728 Adidas: Datasets stuck in processing results latest upload being stale
  • PER-729 Email Recommendations: Image degradation and white border
  • REC-363 Autoslotting: Update Monetate Bandit Updater Requirements and Versioning
  • CD3-1912 The AdLink feature is not working - Needs to be fixed
  • DEC3-1233 Product Finder: Onboarded recs not returning all items
  • SDKF-1926 React SDK: Add IpAddress Interface in SDK
  • PER-708 Feature Flags: 504 errors and allocation dysfunction
  • CD3-1876 Follow up on Triggers scheduler for CD3-1815 and CD3-1844
  • REC-354 Recs Dedupe: Eval context manager for track
  • DEC3-443 Product Finder: [Reporting] Record Facts
  • DEC3-371, DEC3-1292, CD3-1917, REC-368, SDKF-1904, SDKF-1905, SDKF-1920, SDKF-1921, SDKF-1923, SDKF-1940, DEC3-1280, and SDKF-1927 Testing automation and execution

February 28, 2023

  • The Recommendations feature has been renamed Product Recommendations.
  • The options in the Data comes from selector on the recommendation strategy configuration page have been revised, with [retailer account name] only replacing This account only and All [retailer name] accounts replacing All accounts.
  • When creating a recommendation strategy for a Product Recommendations for Email experience, users can now base the recommendation on item_group_ID values passed through the pt_base_recs_on run-time parameter. User can also pin the products in the run-time parameter to the beginning of the recommendations results.
  • The Intelligent Recommendation Slider with Slotting action template now includes a Remove duplicate products based on selector so that users can deduplicate recommendations results based on a product catalog attribute.

Restricted Content

Internal Distribution Only

An asterisk signifies that the story is related to a publicly announced update.

  • DEC3-1237 The Recommendations feature has been renamed Product Recommendations.*
  • DEC3-1238 The options in the Data comes from selector on the recommendation strategy configuration page have been revised, with [retailer account name] only replacing This account only and All [retailer name] accounts replacing All accounts.*
  • DEC3-1231 When creating a recommendation strategy for a Product Recommendations for Email experience, users can now base the recommendation on item_group_ID values passed through the pt_base_recs_on run-time parameter. User can also pin the products in the run-time parameter to the beginning of the recommendations results.*
  • REC-92 The Intelligent Recommendation Slider with Slotting action template now includes a Remove duplicate products based on selector so that users can deduplicate recommendations results based on a product catalog attribute.*
  • PER-711 Recommendations strategies stuck in Pending status
  • PER-706 Unified Customer Datasets: Single-column datasets will not load
  • REC-146 Clean up release preliminary Unified Precompute load/feature flag code
  • DEC3-1159 Reduce site search recs return fields
  • CD3-1874 Triggers: Delay Send
  • CD3-1779 Triggers: Experiences should reflect status of parent
  • CD3-1768 Triggers: Renaming Trigger Experience does not sync name to Analytics Experience
  • CD3-1767 Triggers: Handle Trigger Analytics Experience substitution in Analytics API, not webui
  • PER-660 New Look recommendations strategies stuck in Pending status
  • PER-633 Recently Viewed not showing products that vary by color even though the SKUs are different
  • REC-93 Implement dedupe by catalog attribute on slotted recs eval path

February 14, 2023

When configuring a recommendation strategy–based Social Proof action, clients with this add-on feature now can limit the Social Proof message to a maximum number of the products identified by the recommendation strategy.

Restricted Content

Internal Distribution Only

The asterisk signifies that the story is related to the publicly announced update.

  • CD3-1842 When configuring a recommendation strategy–based Social Proof action, clients with this add-on feature now can limit the Social Proof message to a maximum number of the products identified by the recommendation strategy.*
  • CD3-1757 Ability to show products that were browsed or carted and abandoned in the email template
  • PER-643 Email Recommendations: Customer IDs do not return results
  • DEC3-1232 This site search action for CSSI has the wrong integration type (js-tag)
  • CD3-1866 Cut over all accounts with no active Customer Attribute datasets to new datasets
  • DEC3-1228 Collab context item from run-time variable
  • CD3-1815 Add abandoned browse logic to scheduler
  • PER-683 Legacy Catalog Uploads: processing not happening
  • CD3-1769 Triggers UI: Ensure analytics experiences are not listed in the UI
  • CD3-1844 Triggers: Implement Trigger Email Scheduler in python
  • DEC3-1230 PER/ Defect/ Bugs testing on UAT environment
  • DEC3-1182 Automation UI suite setup on Amazon WorkSpace
  • DEC3-1177 Add and Automate test cases for API Documentation Page Links - Part 2
  • CD3-1881, SDKF-1903, SDKF-1891, DEC3-1227, DEC3-1221, and SDKF-1892 Testing automation and execution

February 7, 2023

Some color corrections and other related cosmetic tweaks were made as a follow-up to the platform's recent rebranding.

Restricted Content

Internal Distribution Only

The asterisk signifies that the story is related to the publicly announced update.

  • DEC3-1225, DEC3-1224, DEC3-1217, DEC3-1216, DEC3-1205, and DEC3-1205 Some color corrections and other related cosmetic tweaks were made as a follow-up to the platform's recent rebranding.*
  • DEC3-1229 Recreate Monetate-logo.svg
  • DEC3-1226 Create a fallback font-family for clients without Roboto
  • DEC3-1210 Monetate SVG naming case breaks git commits on OSX
  • SDKF-1890 Mobile SDK: Execute External API suite and verify the results
  • SDKF-1886 Mobile SDK: Investigate UI failures and fix the script
  • DEC3-1194 Automate email experience test cases
  • DEC3-1182 Automation UI suite setup on Amazon WorkSpace
  • DEC3-1177 Add and Automate test cases for API Documentation Page Links - Part 2
  • CD3-1824 monetate-catalog package
  • PER-633 Recently viewed not showing products that vary by color even though the SKUs are different
  • REC-316 Automation suite execution on UAT and Failed script verification and fix

January 18, 2023

  • The platform has been rebranded to reflect Monetate's transition back into a stand-alone personalization business.
  • Clients that have the Markets feature enabled now have an All accounts option instead of the All accounts for this retailer option in the Data comes from selector on the Recommendation Strategy editor page.
  • The Recommendation Strategy editor page now includes below the strategy name text that indicates if the strategy is a local strategy or a global strategy.

Restricted Content

Internal Distribution Only

An asterisk signifies that the story is related to a publicly announced update.

  • DEC3-1176 The platform has been rebranded to reflect Monetate's transition back into a stand-alone personalization business.*
  • DEC3-1144 Clients that have the Markets feature enabled now have an All accounts option instead of the All accounts for this retailer option in the Data comes from selector on the Recommendation Strategy editor page.*
  • DEC3-1145 The Recommendation Strategy editor page now includes below the strategy name text that indicates if the strategy is a local strategy or a global strategy.*
  • CD3-1819 Combine functionality of Target quickview modal into ID Collector quickview modal
  • PER-667 adidas: Recommendations reporting not pulling in all strategy data
  • CD3-1777 Upgrade dio-elasticsearch-loader to py 3.7
  • DEC3-1170 New collab/noncollab precompute session table and loader
  • DEC3-1189 Update autoslotting action template
  • SDKF-1885 Mobile SDK: Trigger Analytics — UI Automation
  • SDKF-1884 Mobile SDK: Social Proof exploration and understanding
  • SDKF-1883 Mobile SDK: Execute UI suite and verify the results
  • SDKF-1882 Mobile SDK: Execute External API suite and verify the results
  • SDKF-1872 Mobile SDK: UI automation script fixes

January 4, 2023

  • Clients must have the Premium Recommendations package to use the Trending and the Recommended for you Social Proof options.
  • Users must have a certain type of user role to access the First-Party Proxy tab of the Monetate platform settings.
  • The ATTRIBUTE TYPE selector in the Add Attribute modal of a Customer Attributes dataset's details page now includes a Comma Separated String option so that users can update the dataset's schema to include an attribute with that data type.
  • The ATTRIBUTE TYPE selector in the Add Attribute modal of a Customer Attributes dataset's details page now includes a Comma Separated String option so that users can update the dataset's schema to include an attribute with that data type.
  • Fixed an issue that caused a Named Segment's logic operator to invert when a user duplicated an experience that contains a Named Segment across markets.
  • Fixed an issue that prevented a user from selecting an ID Collector that they just created specifically for one domain account when logged into a different domain account.
  • Fixed a time-out issue that prevented a user from viewing the full record of updates in the Upload History modal of a customer dataset.
  • The error message that appears when a user tries to create an ID Collector when the client has already reached the ID Collector limit was revised so that the user better understands that they must delete an existing ID Collector to create a new one.
  • When configuring the Zip/Postal code WHO target option, users must now type the full code or copy and paste a comma-separated list of codes into the appropriate text field.

Restricted Content

Internal Distribution Only

An asterisk signifies that the story is related to a publicly announced update.

  • CD3-1818 Clients must have the Premium Recommendations package to use the Trending and the Recommended for you Social Proof options.*
  • DEC3-1048 Users must have a certain type of user role to access the First-Party Proxy tab of the Monetate platform settings.*
  • CD3-1673 The ATTRIBUTE TYPE selector in the Add Attribute modal of a Customer Attributes dataset's details page now includes a Comma Separated String option so that users can update the dataset's schema to include an attribute with that data type.*
  • PER-629 Fixed an issue that caused a Named Segment's logic operator to invert when a user duplicated an experience that contains a Named Segment across markets.*
  • PER-666 Fixed an issue that prevented a user from selecting an ID Collector that they just created specifically for one domain account when logged into a different domain account.*
  • PER-661 Fixed a time-out issue that prevented a user from viewing the full record of updates in the Upload History modal of a customer dataset.*
  • PER-656 The error message that appears when a user tries to create an ID Collector when the client has already reached the ID Collector limit was revised so that the user better understands that they must delete an existing ID Collector to create a new one.*
  • DEC3-1085 When configuring the Zip/Postal code WHO target option, users must now type the full code or copy and paste a comma-separated list of codes into the appropriate text field.*
  • DEC3-1127 Add caching to POS dataset call during recs eval
  • DEC3-1087 Adapt noncollab to use collab architecture in precompute
  • CD3-1808 Triggers UI: Ability to show products that were browsed or carted and abandoned in the email template
  • CD3-1799 Triggers UI: Browse Abandon Trigger Type — Any Product Page
  • SDKF-1871 Mobile SDK: Execute External API suite and verify the results
  • SDKF-1865 Mobile SDK: Remove third-party dependency that's calculating user agent from React-native SDK
  • SDKF-1863 Mobile SDK: Trigger API Automation for WHO trigger target Configuration API and WHEN Configuration API
  • SDKF-1862 Mobile SDK: UI suite setup on Amazon Workspace, execution and verification
  • DEC3-1175 Update monetate-recommendations makefile to improve tooling
  • SDKF-1854 Testing Android App: Display banner with action condition
  • SDKF-1852 Mobile SDK: Python framework estimation
  • SDKF-1851 Mobile SDK: Trigger API Automation for WHO target configuration
  • CD3-1823 monetate-caching package
  • SDKF-1848 Mobile SDK: Internal API suite execution and verification
  • DEC3-1165 Functional and automation testing on UAT and Failed issue verification
  • SDKF-1823 iOS SDK: iOS device setup and app testing
  • CD3-1811 Manual Testing: Browse Abandon Trigger Type
  • SDKF-1812 Mobile SDK: Testing Experience with/without action conditions
  • SDKF-1811 Mobile SDK: Internal API suite execution and verification
  • DEC3-1149 Fix monetate-bandit multivariate bugs
  • CD3-1807 Bug verification on UAT for W2244-CD3 sprint
  • DEC3-1148 Automation on Preview-related test cases (Part 3)
  • SDKF-1807 Mobile SDK: Triggers E2E — KT session and exploring | Writing E2E test cases
  • CD3-1800 Behavioral Triggers Extracts: Results sets are not generated as per set frequency
  • SDKF-1800 Mobile SDK: [Android] Add Banner Placement on every app page types
  • DEC3-1135 Hide Offline Purchase data setting for context items
  • SDKF-1797 Mobile SDK: External API suite execution and verification
  • SDKF-1796 Mobile SDK: Internal API suite execution and verification
  • DEC3-1134 Functional and automation testing on UAT and Failed issue verification
  • CD3-1787 DBCCEPWMP-2942 — Export active experiences by creator
  • DEC3-1128 Update autoslotting prediction function in campaign evaluation
  • DEC3-1126 Update model encoder/serializer
  • CD3-1763 Tag all remaining Triggers/Social Proof resources in AWS
  • DEC3-1111 Functional and automation testing on UAT and Failed issue verification
  • DEC3-1110 Automation Trigger — WHAT section
  • DEC3-1108 Make UAT reference in recs-precompute a conf variable
  • CD3-1756 Browse Abandon Trigger Type — Any Product Page
  • SDKF-1802 Mobile SDK: Triggers UI — Automate WHO and WHEN remaining tests
  • CD3-1747 Deal with broken SFTP public keys in db for current clients
  • SDKF-1730 iOS SDK: Parsing the OMNI JSON response — Helper function to render experience
  • SDKF-1729 Android SDK: Parsing the OMNI JSON response — Helper function to render experience
  • SDKF-1725 React SDK: Parsing the OMNI JSON response — Helper function to render experience
  • CD3-1735 Make default data type for dataset columns STRING rather than MULTI_STRING
  • DEC3-1094 Auto Scripts: Automates test cases for Web experience module
  • PER-649 Intelligent Recommendations: Carted items do not display recommendations
  • PER-644 Dynamic filters causing a server-side error — KeyError: u'metal_group'
  • CD3-1626 Create dev docs for adding new schema types
  • PER-536 Intelligent Recommendations: Discrepancy in results between preview and active
  • CD3-1840 Customer Attributes bugs
  • CD3-1801 Triggers: WHO, WHAT and Analytics observations
  • PER-669 Landmark: Downloading a custom report throws a 400 error
  • CD3-1766 Triggered Email templates: 'Create Triggered Email' button not working
  • CD3-1746 Triggers: WHAT section observations
  • PER-653 Product Datasets page UI error
  • CD3-1744 Triggers: AND/OR toggle button is not working for WHO target
  • CD3-1743 Triggered Email templates: SAVE button is enabled by default while editing an existing email template

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