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