Engine API Checklist

Use this worksheet to keep track of your progress while you implement Monetate on your site.

Restricted Content

Internal Version

Client to pay for SSI
Email Support to enable Omnichannel experience for account
Hold demo meeting with all stakeholders
Agree on implementation approach
Roadmap of ideas to understand which experiences should be Engine API vs Tag (if using the hybrid approach). Doing this can help the teams with prioritizing builds
Enable Omnichannel action types
Provide client with channel endpoint, retailer name, etc.

Client Checklist

Hold planning meeting with all stakeholders
Agree on the implementation approach
Create a roadmap of ideas to understand which experiences should be Engine API vs Monetate tag, if using the hybrid approach, to help the teams with prioritizing builds
Request Omnichannel action types