Create an Omnichannel Experience

Regardless of the channel that you want to serve an experience on (mobile app, server-side integration for Web, etc.), the process for creating an Omnichannel experience is the same with the exception of the actions available for the experience.

Follow these steps to configure an Omnichannel experience.

  1. Click EXPERIENCES in the top navigation bar, and then select Web.

    Callout of the Web option in the EXPERIENCES menu of the top navigation bar

  2. Click the arrow to the right of CREATE EXPERIENCE, and then select Omnichannel.

    Callout of the Omnichannel option in the CREATE EXPERIENCE selector

  3. Name the experience.

    Animated demonstration of a user entering and saving a name for a Web experience

  4. Configure the WHY settings.
    1. Click WHY.

      Callout of the WHY settings on the Experience Editor page

    2. Select an experience type and then click NEXT.

      Callout of the experience type options and of the NEXT button

    3. Select a goal metric and then click NEXT. Refer to Event/Metric Mapping in Target, Event, & Condition Mapping for a table of default metrics and their respective associated Engine API events.

      Callout of the goal metric options and the NEXT button

    4. Configure as necessary the secondary metrics, and then click NEXT.

      The Secondary Metrics table, with a callout of the NEXT button

    5. Confirm that the WHY summary statement is accurate, and then click SAVE.

      The WHY summary statement, with a callout of the SAVE button

  5. Configure the WHO settings. Refer to Target Type Mapping in Target, Event, & Condition Mapping for a table of target types and their respective associated Engine API events.
    1. Click WHO and then click ADD TARGET.

      Callout of the WHO settings and of the ADD TARGET button

    2. Click a category on the Target Type panel, select a target, and then configure it as necessary. See WHO Targets in Omnichannel Experiences in the Monetate Developer Hub for more information.

      Example of the Target Types panel of the WHO settings of an Omnichannel experience

  6. Configure the WHAT settings.
    1. Click WHAT and then click ADD ACTION.

      Callout of the WHAT settings and the ADD ACTION button

    2. Click a category on the Action Type panel, select an action template, and then configure it as necessary. See Available Omnichannel Action Types for more information about the action templates typically available for Engine API clients. See Using Action Conditions in Omnichannel Experiences in Target, Event, & Condition Mapping in the Monetate Developer Hub for guidance on configuring action conditions.

      The Action Type panel of the WHAT settings

  7. Configure the WHEN settings.
    1. Click WHEN and then click START AND STOP TIME.

      Callout of the WHEN settings and of the 'START AND STOP TIME' button

    2. Configure the start and, optionally, stop date and time as well as dayparting and time zone settings as necessary, and then click SAVE. See Configure Experience Timing for more information.

      View of the Start and Stop Time configuration panel

  8. Click PREVIEW to test the experience. See Preview an Omnichannel Experience in the Monetate Developer Hub for more information.

    Callout of the PREVIEW button and the options available from it

  9. Click ACTIVATE when you're ready to deploy the experience.

    Callout of the ACTIVATE button

See Request Requirements in the Monetate Developer Hub for more information about Engine API request calls for Omnichannel experiences.

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