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Getting Started with Monetate
Platform Introduction
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The Monetate Session
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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
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