The Actions list page shows all the actions created in an account. To access it click COMPONENTS in the top navigation bar, and then select Actions.
Like many other list pages in the Monetate platform, the Actions list page is a table that contains basic information for each action.
Above the table are tools to help you find one or more actions or types of actions. In addition to the search bar on the left-hand side, you can filter the list by action type and by experience use.
You can sort the table's contents in alphabetical or reverse alphabetical order at any time by clicking the NAME header. Sort the contents by creation date in chronological order or reverse chronological order by clicking the CREATION TIME header.
If Monetate engineers built an action, then the Monetate logo appears to the right of the CREATION TIME column.
The CATEGORY column displays the type of action and the subcategory, if the user who created the action input one in Action Builder. Click CATEGORY to sort the table's contents in alphabetical or reverse alphabetical order.
The EXPERIENCE USAGE column shows the number of active and inactive experiences an action is part of or if the action is not used at all.
Click an action name to open the Action Quickview modal for more specific information about the action.
The modal contains options to add, edit, or delete the action's description, category, and subcategory. Clicking CREATE EXPERIENCE WITH ACTION takes you to the Experience Editor page with the action template ready for you to configure. Clicking EDIT IN BUILDER launches Action Builder on the Details tab. Click ADD CONDITION to add action conditions.
When you place your mouse pointer on an entry in the table, the additional options menu (...) appears at the far-right side.
Depending on your account configuration and on your user role, you can do the following from this menu:
- Create a Web experience that uses the action
- Edit the action in the Action Quickview modal
- Duplicate the action in the same account
- Duplicate the action into a different account
- Export the action by downloading it as a Gzip-compressed JSON file
- View the creation history of the action
- Archive the action
If you need assistance managing the actions in your account, submit a request using the Kibo Technical Support portal at kibotechsupport.zendesk.com.