What Is Monetate

Monetate allows you to create, test, and deploy real-time personalized experiences across digital channels.

Capturing any interaction, behavior, or visitor segment and storing this data against an anonymous customer profile is an essential part of the platform. The customer profile develops on an on-going and continuous basis. This allows you to drive personalization with real-time in the moment behavior, contextual data, and historical customer interactions. You can further enrich this profile with data from other systems via the Monetate JavaScript API. This infrastructure ensures that you provide relevant and engaging experiences for all of your customers at scale.

Interacting with Monetate

The Monetate sentence-based experience structure allows you to create and manage any personalized experience in the platform. It consists of four parts: WHO, WHAT, WHEN, and WHY.

Automated Personalization experiences that you can build in the platform includes a fifth part—HOW, also known as Engine Context. See Engine Context for more information.

WHO — Audience Targets

Segment customers by marketing referral channels, new versus returning visitors, location, behavioral interactions, device information, weather, and more. You can also use WYSIWYG tools to leverage information available from within the page or data layer as well as import any first-party data from customer relationship management (CRM) tools, point-of-sale (POS) systems, or business intelligence (BI) platforms.

WHAT — Site Changes

Monetate allows you to make any change to the online experience, including inserting, editing, or hiding any content of your site. These actions may include but aren't limited to inserting content, lightboxes, or countdown timers; full-page and customer journey changes; product recommendations; and editing functional aspects of the site, such as its navigation. Create any of those actions within a WYSIWYG editor designed for business users who have little to no coding experience. Advanced users can also deploy JavaScript, CSS, and HTML code via the Monetate platform and make them available in a business user-friendly way.

WHEN — Campaign Timing

Fixed start/stop times and dayparting are available for scheduling multichannel experiences. These options allow you to dynamically delivery changes when you need. For example, you can provide specific timing for flash sales, call center availability, and much more.

WHY — Experience Purpose

The testing element of the platform ensures any experience is evaluated against any business KPI. Monetate offers a range of testing strategies: full-page tests, A/B and A/B/n tests, multivariate tests, and tests with dynamic auto-optimized traffic allocation.