2023

August 29, 2023

Resolved an issue so that a warning message now appears on the First-Party Proxy tab of the Integration page only after a user clicks SAVE.

August 15, 2023

Resolved an issue that caused HTML Lightbox On Click actions and Image Lightbox On Click actions to ignore the Display Frequency setting.

August 1, 2023

Users can now delete recommendation strategies from the Recommendation Strategies list page.

July 18, 2023

Fixed an issue that prevented users from previewing a recommendation strategy configured with a collaborative recommendation algorithm after inputting a product ID from the associated product catalog.

July 6, 2023

• Fixed an issue that prevented the correct name and value of a custom variable that's used as an Engine context variable from appearing on the Engine Insights tab of Automated Personalization experience results.
• Fixed an issue that caused the results from a fallback recommendation strategy used in a recommendations action from being deduplicated by item group ID like the results from the other recommendation strategy, thus causing duplicate recommended products to appear in the same action.
• Fixed an issue with a Product Recommendations for Email experience that caused the wrong product details page from loading when the recipient clicked a recommended product shown in the email.

June 21, 2023

Revised definition, context, example, and formula content are now available in the Add to Cart and Cart Abandonment tooltips accessible on the Metrics tab of an Experience Results page.

June 6, 2023

• Fixed an issue that caused events configured to use regions as defined in MaxMind's legacy GeoIP to fail because the regions didn't match the MaxMind GeoIP2 regions used during evaluation.
• The Product Recommendations Report option in the ANALYTICS menu of the top navigation bar has been renamed Global Recommendations Reports. Clients can now access on the All Experiences tab a report showing the performance metrics for all experiences configured with a recommendations action that are active for an account.
• The Display Frequency selector has been added to all lightbox action options in Action Builder. If the user selects Once Every 'X' Days from Display Frequency when building any lightbox action, then Days until expiration also appears.

May 23, 2023

• Clients can view a table of experiences for which Monetate is reporting results to a third-party analytics platform (for example, Google Analytics) on its respective configuration page on the Third-Party Analytics tab of the Integration page of the Monetate platform settings.
• On the Recommendation Strategies list page, the left-hand recommendation algorithm category listing has been replaced by the View recommendation algorithm selector. Additionally, the LOOKBACK PERIOD column in the table has been replaced by the EXPERIENCE USAGE column, and the CREATED column has changed to MODIFIED DATE.

May 9, 2023

• The Metadata API experience endpoint now lists tags for each experience. Additionally, the variants endpoint now lists the ID of its parent experience, not just the name. The API documentation page has also been updated to clarify how to request larger pages.
• Resolved a defect that prevented a Social Proof action based on a recommendation strategy from considering the limit set in Maximum Messages per Page when returning results.
• Fixed an issue so that the ARCHIVE DATASET button on a Custom List dataset details page now works.

April 25, 2023

• The Experience Results page for an experience configured with a Product Finder action now includes the Recommendations tab so that clients can view analytics for the recommendation strategy configured in the Product Finder questionnaire.
• Fixed an issue that prevented the ADD CONDITION button from appearing on some WHAT action configuration pages. In addition to this fix, the extra space that had appeared above the ADD CONDITION button has been removed.

April 11, 2023

• On the recommendation strategy configuration page, the options in the Base Recommendation on Items and From selectors have been merged as appropriate for the collaborative recommendation algorithm that you select. The newly merged options appear in the Base Recommendation on selector.
• Fixed an issue that caused a recommendation strategy–based Social Proof message to appear on a product detail page for a product ID that wasn't identified by the Social Proof action's associated recommendation strategy.

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.

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.

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.

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.

February 7, 2023

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

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.

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.
• 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.