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Platform Foundations Training
Section 1: Platform Tour
Section 2: Settings & Configuration
Section 3: Monetate Experience Types
Section 4: Analytics & Reporting
Section 5: Third-Party Analytics Platforms
Section 6: Identify Customers Across Devices
Section 7: Images/Fonts/Content
Section 8: Data I/O
Section 9: User Management
Section 10: Implementation Basics
Section 11: The WHY Part of Your Experience
Section 12: The WHO Part of Your Experience
Section 13: The WHAT Part of Your Experience
Section 14: The WHEN Part of Your Experience
Section 15: The HOW Part of Automated Personalization Experiences
Section 16: Experience Management
Section 17: Develop a Monetate Program
Section 18: Identify Areas of Opportunity
Section 19: Determine Your Strategy & Tactics
Section 20: Execute, Review, Analyze, Iterate
Section 21: Platform Foundations Knowledge Assessment & Certification
Builders Expert Training
Section 1: HTML Elements
Section 2: CSS Elements
Section 3: Regular Expressions
Section 4: jQuery
Section 5: The WHY Part of Your Experience
Section 6: The WHO Part of Your Experience
Section 7: The WHAT Part of Your Experience
Section 8: The WHEN Part of Your Experience
Section 9: The HOW Part of Your Experience
Section 10: Experience Management
Section 11: Action Builder 101
Section 12: Action Builder 201
Section 13: Action Builder 301
Section 14: Action Builder Use Cases
Section 15: Target Builder 101
Section 16: Target Builder Use Cases
Section 17: Event Builder 101
Section 18: Event Builder Use Cases
Section 19: Builders Expert Knowledge Assessment & Certification
Reference Materials: SEO Guide
Reference Materials: Action Types
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Glossary
User Guide
Platform Introduction
The Monetate Session
Platform Dashboard
Account Analytics
Platform Organization Best Practices
Monetate Platform FAQ
Experiences
Web
Create a Web Experience
Metrics
Configure the WHY of a Web Experience
Add Custom Metrics to an Experience
Targets
Configure the WHO of a Web Experience
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
Configure an Omnichannel 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 the WHEN of a Web Experience
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
Omnichannel Experiences
Create an Omnichannel Experience
Available Omnichannel Actions
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
Web Experiences 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
Audience Discovery FAQ
AdLink
AdLink
Components
Product Recommendations
Recommendation Strategies
Recommendation Strategies List Page
Global and Local 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
Slotted Recommendations
Slotted Recommendations Overview
Slotted Recommendations List Page
Create a Slotted Recommendation
Delete a Slotted Recommendation
Recommendations Experiences
Configure a Recommendations Action
Configure a Recommendations Action with Slotting
Configure an Omnichannel Recommendations Action
Recommendations Experience Configuration Guide
Suggested Recommendations Experiences
Product Recommendations for Email
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
Legacy Recommendations
Legacy Recommendations Overview
Endcap Guide
Plan an Endcap
Track Customer Engagement with Recommendations
Recommendations API
Legacy Recommendations FAQ
Product Recommendations Overview
Recommendations Overview Dashboard
Global Settings
Recommendation Algorithms
Filters in Recommendations
Boost and Bury
Product Recommendations FAQ
Personalized Search
Personalized Search Dashboard Analytics
Category Merchandising
Product Finder
Product Finder Overview
Product Finder List Page
Create a Product Finder Questionnaire
Configure a Product Finder Action
Product Finder Style Guide
Dynamic Bundles
Dynamic Bundles Overview
Dynamic Bundles List Page
Create a Bundle
Preview a Bundle
Configure a Dynamic Bundles Action
Configure an Omnichannel Dynamic Bundles Action
Create a Dynamic Bundles Email Experience
Delete a Bundle
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 a Product Recommendations Action
Build a Product Recommendations 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
Action Slotting
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
Create API Events
Preview an Event
Condition Options for Events
Custom Metrics in Experience Analytics
Track Clicks on Sale Items
Event Builder FAQ
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
Custom Variables
Custom Context Variables Overview
Define a Custom Context Variable
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 Datasets
Implement a Product Catalog
Product Catalog Specification
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
Assign a Default Product Catalog Dataset
Delete a Product Catalog Dataset
Common Product Catalog Validation Errors
Recommendations Datasets
Recommendations Datasets Overview
Create a Recommendations Dataset
Update a Recommendations Dataset
Delete a Recommendations Dataset
Custom List Datasets
Create a Custom List Dataset
Update a Custom List Dataset
Offline Purchases Datasets
Offline Purchases Datasets Overview
Create an Offline Purchases Dataset
Update an Offline Purchases Dataset
Behavioral Triggers Extracts
Create a Behavioral Triggers Extract
Datasets List Page
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 FAQ
Journey Analytics
Journey Analytics Overview
Sankey Diagram
Journey Configuration
Page Metrics
Journey Analytics Terminology
Journey Analytics FAQ
Statistical Confidence
Default Metrics & Key Performance Indicators
Custom Reports
Create a Custom Report
Product Recommendations Reports
Product Recommendations Reports Terminology
Analytics FAQ
Settings
Integrations & Third-Party Analytics
Integration Tools
Install the Monetate Inspector Browser Plug-In
Use AgilOne Data in a Customer Attributes Dataset
Use AgilOne in a Customer Dataset
Configure Single Sign-On
Manage First-Party Proxies
Connect Shopify Checkout Extensibility to Monetate
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
Email
Seasonality
Engine Context
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
Troubleshooting an 'Unknown' Track
Resources
Element Selectors
CSS Tips and Tricks
Regular Expressions in Personalization
Use JavaScript to Poll for Necessary Resources
Release Notes
Archives
2023
2022
2021
2020
2019
2018
2017
2024
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
Custom Reports
Statistical Confidence in Experiences
Section 5: Third-Party Analytics Platforms
Account Analytics
Integrating Third-Party Analytics
Contentsquare
Session Stream
Section 6: Identify Customers Across Devices
Customer View Overview
ID Synchronization Overview
Cross-Device Testing
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
Suggested User Role Assignments
Section 10: Implementation Basics
Implementation Overview
Install the Monetate Inspector Browser Plug-In
Collect Data Action
Onboarding Customer Data
Implementing a Product Catalog
Integrating Third-Party Analytics
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
Take the Platform Foundations Knowledge Assessment
Platform Essentials Practical Assessment Training Video
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
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
Home
Release Notes
Find out what's new, what's improved, and what's working better in the Monetate platform
Articles
2024
October 22, 2024 Changed how the Engine API determines session bounds to include page events. Resolved an issue that caused some recommendation strategies to incorrectly be stuck in the Processing status. ...
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