Actions List Page

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.

Callout of the Actions option in the COMPONENTS menu of the top navigation bar

Like many other list pages in the Monetate platform, the Actions list page is a table that contains basic information for each action.

The Actions list page

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.

Callout of the NAME and the CREATION TIME table headers on the Actions list page

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 by action type category in alphabetical or reverse alphabetical order.

Callout of the CATEGORY table header on the Actions list page

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.

Callout of the EXPERIENCE USAGE column on the Actions list page

Action Quickview

Click an action name to open its Action Quickview modal for more specific information about the action.

Example of the 'Action Quickview' modal available on the Actions list page

The modal contains options to add, edit, or delete the action's name, description, category, and subcategory. Clicking EDIT IN BUILDER launches Action Builder on the Details tab. Click ADD CONDITION to add action conditions.

Editing an action in Action Builder affects all associated experiences.

Clicking CREATE EXPERIENCE WITH ACTION takes you to the Experience Editor page with the action template ready for you to configure.

Additional Options

When you place your mouse pointer on an entry in the table, the additional options menu (...) appears at the far-right side.

Callout of the additional options menu for an action in the table

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
  • Export the action by downloading it as a Gzip-compressed JSON file
  • Archive the action

If you need assistance managing the actions in your account, submit a request using the Monetate Technical Support portal (