Platform Introduction

For all experiences that run on the Monetate platform, a session is defined as consecutive activity on your site by one Monetate ID. A session expires after 30 minutes of inactivity but can persist for as long as 12 hours if a visitor is active at l...

The platform dashboard is the landing page that you see when you log into Monetate. It provides you with a high-level overview of the experience types you've run, the metric performance across your account, and a snapshot of the conversion funn...

For the most part, Monetate expects to fall within a ±5% daily variance on universal metrics for orders, revenue, and visitors. There are contractual or tactical reasons why your variance might differ, but this exercise can help illuminate ...

Individual user roles give you the ability to limit what members of your organization can do in Monetate. This acts as a failsafe to help prevent against inadvertent mistakes and malicious changes to your site. Monetate provides you with five diffe...

Before you dive in to all things Monetate, use these best practices to organize your company's experiences and actions in folders, use tagging and descriptions to more readily find what you need, and perform regularly scheduled maintenance on ...

To get started with data onboarding, you must expose a customer identifier on your website, which Monetate can then capture and use this identifier for segmentation. Exposing a Customer ID on Your Site You can expose a customer ID in a cookie, i...

How does Monetate handle currency conversions? At 12 AM UTC (the same time that Monetate begins to process experience results ), Monetate takes a snapshot of the transactions that occurred on your account. It converts all transaction into the defa...