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Monetate Knowledge Base

Your repository for Monetate knowledge and information

  • Home
  • User Guide
  • Home
  • Glossary
  • User Guide
    • Platform Introduction
      • The Monetate Session
      • Platform Dashboard
      • Account Analytics
      • User Roles
      • Platform Organization Best Practices
      • Onboarding Customer Data
      • Monetate Platform FAQ
    • Experiences
      • Web
        • Create a Web Experience
          • Metrics
            • Configure the WHY Settings of a Web Experience
            • Add Custom Metrics to an Experience
          • Targets
            • Configure Experience Targeting
            • Types of WHO Targets
            • Disjoint Group Targeting
            • Travel Targets
            • Named Segments
            • Cross-Device Behavioral Targets
          • Actions
            • Inserting New Content
              • HTML with Optional JavaScript Action
              • Closable HTML Action
              • Closable Image Action
              • CSS Action
              • Duplicate Element Action
              • Image Action
              • JavaScript Action
              • HTML Action Tips and Tricks
            • Editing Existing Content
              • Edit HTML Action
              • Hide Element Action
              • Modify Attribute Action
              • Move Element Action
              • Set Background Image Action
              • Show Element Action
              • Swap Elements Action
            • Countdown Timers
              • Basic Countdown Timer Action
              • Countdown Banner Action
              • HTML Countdown Action
              • HTML Recurring Countdown Action
              • HTML Session Countdown Action
            • Lightboxes
              • Lightbox Actions Overview
              • Image Lightbox Action
              • HTML Lightbox with Optional JavaScript Action
              • Image Lightbox On Click Action
              • HTML Lightbox On Click Action
              • Exit Intent Image Lightbox Action
              • Exit Intent HTML Lightbox Action
            • Product Badging
              • Product Badging Overview
              • Types of Badging Actions
              • Configure a Product Badging Action
              • Badging Action Troubleshooting
            • 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
            • Other Action Types
              • Data Collect Action
              • Set Cookie – Expires in Minutes Action
              • Set Cookie – Expires on Date Action
              • Simulate Click/Event Action
            • Add Variants to a Web Experience
            • Action Conditions
          • Timing
            • Configure Experience Timing
          • Activate an Experience for Preview and Testing
          • Preview Mode Limitations
          • Duplicate a Web Experience
          • Duplicate an Experience into a Market
          • Use Contentsquare Live Signals in a Web Experience
        • Web Experience Types
          • Automated Personalization Experiences
            • Build an Automated Personalization Experience
            • Engine Context
            • Holdouts in Automated Personalization Experiences
            • Automated Personalization Experience Iteration Guide
            • Automated Personalization Experiences FAQ
          • Dynamic Testing Experiences
            • Dynamic Testing Experience Methodology
            • Build a Dynamic Testing Experience
            • Dynamic Testing Experiences FAQ
          • Web Experience Types Overview
          • Build a 100% Experience
          • Build a Standard Test Experience
          • Standard Test vs. Dynamic Testing Experiences
          • Build a Full-Page Test Experience
          • Build a Multivariate Test Experience
        • Product Recommendations for Email Experiences
          • 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
        • Omnichannel Experiences
          • Create an Omnichannel Experience
          • Available Omnichannel Actions
          • Configure an Omnichannel Social Proof Action
          • Best Practices for Omnichannel Experiences
        • Experience Configuration Examples
          • Create a Data Collect Experience
          • Redirect from A to B with Persistent Parameters or Values
          • Add a Parameter and Redirect from A to B with Any Previous Parameters or Values Intact
          • Create an Experience That Only Targets Logged-In Users
          • Create a Free-Shipping Threshold Experience
          • Target Actions to Fire on Specific Product Detail Pages
          • Create an Experience with Location-Based Dynamic Content
        • Experience List Page
        • Experience Priority
        • Enable Auto-Promotion for Experiences
        • View Experience Change History
        • Sample Sizes
        • Web Experiences FAQ
    • 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
      • AdLink
        • AdLink
    • Components
      • Recommendations
        • Recommendation Strategies
          • Recommendation Strategies List Page
          • Global and Local Recommendation Strategies
          • Recommendation Algorithms
          • Filters in 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
        • Recommendations Experiences
          • Configure a Recommendations Action
          • Configure a Recommendations Action with Slotting
          • Recommendations Experience Configuration Guide
          • Suggested Recommendations Experiences
        • Legacy Recommendations
          • Legacy Recommendations Overview
          • Endcap Guide
          • Plan an Endcap
          • Track Customer Engagement with Recommendations
          • Recommendations API
          • Legacy Recommendations FAQ
        • Recommendations Overview
        • Recommendations Implementation Prerequisites
        • Recommendations Overview Dashboard
        • Global Recommendation Settings
        • Product Recommendations FAQ
      • Actions
        • Building Actions
          • Build an Action
          • Customize an Action
          • Test an Action
          • Duplicate an Action
          • Reuse Actions
          • Action Inputs
          • Build a Sticky Banner Action
          • Build an Intelligent Recommendation Slider Action
          • Build an Intelligent Recommendation Slider 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
        • Action Template Uses
          • Marketing Action Templates
          • Developer Action Templates
        • Action Builder Overview
        • Actions List Page
        • Action Descriptions
        • Content Masking
        • Fix Action-Rendering Issues with React Applications
        • Manage Flicker
        • Flicker Troubleshooting
        • Actions FAQ
      • Events
        • Event Builder Overview
        • Events List Page
        • Create an Interaction Event
        • Create an Impression Event
        • Create a Page URL Event
        • Condition Options for Events
        • Preview an Event
        • Custom Metrics in Experience Analytics
        • Create API Events
        • Event Builder FAQ
        • Track Clicks on Sale Items
      • Targets
        • Target Builder Overview
        • Create Targets for Web Experiences
        • Test Targets
        • Add Custom Targets to a Web Experience
        • Trigger a Lightbox Action for Out-of-Stock Items
      • 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
      • Content
        • 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
        • Content Manager Overview
        • Upload Fonts
        • Upload a Locations List
        • Drive Online Customers to Stores
      • Product Finder
        • Product Finder Overview
        • Product Finder List Page
        • Create a Product Finder Questionnaire
        • Configure a Product Finder Action
        • Product Finder Style Guide
      • Feature Flags
        • Feature Flags Overview
        • Create a Feature Flag
        • Enable a Flagged Feature
      • Product Catalog (Old Spec)
        • Product Catalog Page
        • Upload a Product Feed
        • Legacy Product Feed Specification: CSV
        • Legacy Product Feed Specification: TSV
        • Legacy Product Feed Specification: XML
        • Categories
        • Merchandiser Sets
        • Product Catalog Mapping FAQ
    • Datasets
      • Customer Data
        • 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
        • 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 Data Onboarding Overview
        • Customer Dataset Upload Requirements
        • Configure a Datasets Target
      • Product Data
        • Product Catalog Data
          • Create a Product Catalog Schema
          • Update a Product Catalog
          • Update a Product Catalog via SFTP
          • Update a Product Catalog via the Data API
          • Delete a Product Catalog
        • Product Catalog Datasets
          • 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
          • Delete a Product Catalog Dataset
        • Recommendations Datasets
          • Recommendations Datasets Overview
          • Upload a Recommendations Dataset
          • Create a Recommendations Dataset
          • Update a Recommendations Dataset
        • Custom List Datasets
          • Create a Custom List Dataset
          • Upload a Custom List Dataset
          • Edit a Custom List Dataset
          • Update a Custom List Dataset
        • Offline Purchases Datasets
          • Offline Purchases Datasets Overview
          • Upload an Offline Purchases Dataset
          • Create an Offline Purchases Dataset
          • Update an Offline Purchases Dataset
        • Behavioral Triggers Extracts
          • Create a Behavioral Triggers Extract
          • Set Up a Behavioral Triggers Extract
        • Product Catalog Specification
        • Common Product Catalog Validation Errors
    • Analytics
      • Experience Results
        • Experience Qualifications and Results
        • View Experience Metrics
        • 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 Analytics
      • Session Stream
        • Session Stream Overview
        • Session Stream Data
        • Get Interpretable Values with the Metadata API
        • Session Stream FAQ
      • Statistical Confidence
      • Default Metrics & Key Performance Indicators
      • Custom Reports
      • Product Recommendations Reports
      • Product Recommendations Reports Terminology
      • Analytics FAQ
    • Settings
      • Integrations & Third-Party Analytics
        • Integration Tools
        • Use AgilOne Data in a Customer Attributes Dataset
        • Use AgilOne in a Customer Dataset
        • Manage First-Party Proxies
        • Third-Party Analytics
          • Third-Party Analytics Overview
          • Integrate with Contentsquare
          • Integrate with Google Analytics
          • Migrate Existing Google Analytics Integration to Google Analytics 4
          • 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
      • Markets
        • Markets Overview
        • Create a Market
        • Delete a Market
      • Sites
        • Set Time Zones for Sites
        • Manage SFTP Users
        • Manage Stealth Groups
        • Manage API Keys
      • Account Settings
      • Manage Users
      • Default Metrics & Key Performance Indicators
      • Email
      • Seasonality
      • Engine Context
    • Webinars
      • Monetate Reporting Toolkit Webinar
      • Engine API Webinar
      • Monetate Platform Foundations Webinar
      • Introduction to Monetate Builders Webinar
      • Experience Design Webinar
      • Deliver Seamless Customer Experiences Using Customer Views
      • Audience Explorer Webinar
      • Clustering Personas and Audience Discovery Webinar
      • Building Successful Recommendations
      • The Need for Machine Learning
    • Data Privacy
      • Data Privacy Overview
      • Regulatory Changes
      • California Consumer Privacy Act (CCPA)
      • Use Compliance Tools to Remove Customer Data
      • Consumer Data Privacy API
      • Consumer Data Access API
    • Support
      • Global Platform Support
      • Emergency Platform Support
      • Holiday Support
    • Resources
      • Element Selectors
      • CSS Tips and Tricks
      • Regular Expressions in Personalization
      • Use JavaScript to Poll for Necessary Resources
  • Developer
    • Introduction to Monetate Core Components
      • What Is Monetate?
      • How Monetate Works in the Browser
      • Install the Monetate Inspector Browser Plug-In
      • The Monetate Tag
      • Asynchronous Tag
      • Synchronous Tag
      • Tag Comparison
    • Introduction to the Monetate JavaScript API
      • Monetate JavaScript API Overview
      • Components of the Baseline Implementation
      • Single-Page Application Implementation Considerations
      • Tag Management Systems and the Monetate Tag
      • Implementation Checklist
      • JavaScript API Methods and What They Unlock
      • What Do You Want to Do on Your Site?
      • Implementation User Role Guide
      • Troubleshooting an 'Unknown' Track
      • ITP2.x Solution - Device ID Instead of Monetate ID
      • Monetate JavaScript API FAQ
      • Retracks FAQ
    • JavaScript API Requirements
      • monetateQ
      • trackData
      • AJAX Site Updates
      • Variable Field Length
      • String Validation
    • Baseline JavaScript API Implementation
      • Required for All Page Types
      • Baseline API Call Matrix
      • Step 1: Implement the Monetate Tag
      • Step 2: Capture Site Structure with Page Types
      • Step 3: Capture Products on List Pages
      • Step 4: Capture Product Details
      • Step 5: Capture Cart Information
      • Step 6: Capture Site Conversions
      • QA Pages
      • Make Test Purchases
      • Data Alignment Check
      • Implement Third-Party Analytics
      • Implement a Product Catalog
    • Method Calls & Examples by Page Type
      • All Page Types
        • setPageType
        • addCategories
        • addBreadcrumbs
        • Home Page Example
      • Product List Pages
        • addProducts
        • Product List Page Example
      • Product Detail Pages
        • addProductDetails
        • Product Detail Page Example
      • Cart/Checkout Pages
        • addCartRows
        • Cart Page Example
        • Checkout Page Example
      • Purchase/Order Confirmation Pages
        • addPurchaseRows
        • Purchase Page Example
      • Non-Monetary Conversion Pages
        • addConversionRows
    • Additional Method Calls
      • setDebug
      • removeDebug
      • setCustomVariables
      • trackEvent
      • addPollForElement
      • addSearch
    • Travel-Specific Methods
      • Travel API Overview
      • Travel API Methods
      • addCruiseSearch
      • addCruiseReview
      • addCruiseBooking
      • addHotelSearch
      • addHotelReview
      • addHotelBooking
      • addFlightSearch
      • addFlightReview
      • addFlightBooking
    • The Engine API
      • Engine API Checklist
      • What Is the Engine API?
      • Types of Implementations
      • Calling the Engine API
      • Create an Omnichannel Experience
      • Target, Event, & Condition Mapping
      • Available Omnichannel Action Types
      • Example Request with Annotations
      • Implement Third-Party Analytics with the Engine API
    • Single Sign-On (SSO)
      • Configure Single Sign-On
    • Software Development Kits (SDKs)
      • What Is the Monetate SDK?
      • Install the React SDK
      • Create a Banner Message
      • Create an Omnichannel Recommendations Action
      • Create Social Proof Actions
      • Create an Image-Based Badging Action
      • SDK Objects
      • Methods
      • Event and Action Type Constants
      • Event Details
      • React Event Code Samples
    • Tealium AudienceStream/Monetate Connector
      • Connect Monetate and Tealium AudienceStream
      • Step 1: Configure a Computer to Generate API Keys
      • Step 2: Create an API Public Key
      • Step 3: Create a Dataset to Contain Tealium Data
      • Create a Customer Attributes Dataset for Tealium Data
    • Feature Flags
      • Feature Flags Overview
      • Create a Feature Flag
      • Enable a Flagged Feature
    • Browser Privacy
      • Browser Privacy Overview
      • Browser Specifics
      • Ad-Blocking Browser Extensions
      • Browser Privacy FAQ
  • Release Notes
    • Archives
      • 2022
      • 2021
      • 2020
      • 2019
      • 2018
      • 2017
    • 2023
  • 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
      • Redirect from A to B with Persistent Parameters or Values
      • Add a Parameter and Redirect from A to B with Any Previous Parameters or Values Intact
      • Build a Multivariate Test Experience
      • Experience Design Webinar
    • Section 4: Analytics & Reporting
      • Real-Time Counts
      • Dynamic Testing Experience Results
      • Automated Personalization Experience Results
      • Statistical Confidence in Experiences
    • Section 5: Third-Party Analytics Platforms
      • Account Analytics
      • Third-Party Analytics Reports
      • Contentsquare
      • Session Stream
    • Section 6: Identify Customers Across Devices
      • Customer View Overview
      • ID Synchronization Overview
    • Section 7: Images/Fonts/Content
      • Introducing Content Builder
      • Content Manager Overview
    • Section 8: Data I/O
      • Customer Data Onboarding Overview
    • Section 9: User Management
      • Manage Users
      • Monetate User Roles
    • Section 10: Implementation Basics
      • Install the Monetate Inspector Browser Plug-In
      • The Monetate Tag
      • Synchronous Tag
      • Asynchronous Tag
      • Monetate Tag Comparison
      • Capture Site Structure with Page Types
      • Collect Data Action
    • 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
      • Duplicate a Web Experience
      • Experience List Page
      • Experience Status
      • Experience Priority
      • Preview and Test Experiences
      • 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
      • Monetate Platform Foundations Webinar
      • Take the Platform Foundations Knowledge Assessment
  • 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
      • Intro 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
      • Experience 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
      • Build an Action
      • The Importance of Element Selectors in Actions
      • Customize an Action
      • Reuse Actions
      • Duplicate an Action
      • Test 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
      • HTML Action Tips and Tricks
      • CSS Action Tips and Tricks
      • Use a Failsafe or Fallback Selector List When Building Actions
      • 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
      • Add Custom Targets to a Web Experience
      • Use Customer Datasets for Targeting
      • Cross-Device Behavioral Targets
      • Understand WHO Targeting in Web Experiences
    • 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
    • Section 20: Intro to Builders Webinar
      • Introduction to Monetate Builders Webinar
    • Reference Materials: SEO Guide
      • Introduction to Search Engine Optimization (SEO)
      • Personalization and Testing Impact
      • SEO Bot Engagement with Monetate Experiences
      • Full-Page Testing Implications
      • What Monetate Is Doing to Help
      • Roadmap and Next Steps
    • Reference Materials: Action Types
      • Edit Existing Content
        • Collect Data Action
        • Set Cookie – Expires in Minutes Action
        • Simulate Click Event Action
      • Insert or Replace Content
        • Closable HTML Action
        • Closable Image Action
        • CSS Action
        • Duplicate Element Action
        • Image Action
        • JavaScript Action
      • Lightbox Actions
        • Lightboxes Overview
        • HTML Exit Intent Lightbox Action
        • Exit Intent Image Lightbox Action
        • HTML Lightbox — Optional JavaScript Action
        • HTML Lightbox On Click Action
        • Image Lightbox Action
        • Image Lightbox On Click Action
      • Countdown Timers
        • Basic Countdown Timer Action
        • Countdown Banner Action
        • HTML Recurring Countdown Action
        • HTML Session Countdown
        • HTML Countdown Action
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