Building Actions

Articles

Build an Action
With Action Builder you can create new actions for any page of your site. Technical Considerations Before you can use Action Builder, you must meet these prerequisites: You must have the Administrator or the Action Building user role in the Mo...
Customize an Action
You can further define and configure your action by entering optional information in the tabs that appear in Action Builder. The available tabs are contingent upon the action you create and may include the following: Details Creatives HTML St...
Test an Action
Recent updates to Safari Intelligent Tracking Prevention (ITP) block third-party cookies on your site. This update means that Preview Mode and the Monetate Inspector browser plug-in may not work in Safari. Monetate has developed an alternative ...
Duplicate an Action
You must have the Administrator role in the Monetate platform to duplicate and edit an action. If you have multiple domains or sites with Monetate (such as a desktop and mobile site), you can duplicate actions from their original location into ...
Reuse Actions
Building actions that are reusable can reduce the amount of time you spend searching the Actions list page for just the right action and prevent you from building multiple actions that serve the same purpose. Often the key to making an action re...
Action Inputs
Action inputs let you determine what parts of an action users can edit at the experience level. The options you see on the Inputs tab in Action Builder depend on the type of action you're building. The action inputs that you enable determine...
Build a Sticky Banner Action
Fixed-position, or "sticky," content, especially in navigational elements, is common on many sites. They allow easy access to a site's core functionalities regardless of where a visitor may be on a page's content. Although some p...
Build an Intelligent Recommendation Slider Action
Follow these steps to create a Product Recommendations action that uses a single recommendation strategy or a slotted recommendation . Click COMPONENTS in the top navigation bar and then select Actions . Click CREATE ACTION . Clic...
Build an Intelligent Recommendation Slider with Slotting Action
Follow these steps to create a recommendations action that uses up to four recommendation strategies. Click COMPONENTS in the top navigation bar and then select Actions . Click CREATE ACTION . Click the Merchandise tab and then cli...
Build an HTML Countdown Action for a Cart Page
Recent updates to Safari Intelligent Tracking Prevention (ITP) block third-party cookies on your site. This update means that Preview Mode and the Monetate Inspector browser plug-in may not work in Safari. Monetate has developed an alternative a...
Build an Exit Intent Lightbox on the Cart Page
Recent updates to Safari Intelligent Tracking Prevention (ITP) block third-party cookies on your site. This update means that Preview Mode and the Monetate Inspector browser plug-in may not work in Safari. Monetate has developed an alternative a...
Build a Banner for Mobile Devices
To deliver the best customer experience for your customers, you may want to limit certain Monetate experiences to certain device types. This Action Builder and Web experience use case includes building an action to display a particular banner and ...
Build an Action Duplicating a Checkout Button on a Cart Page
To increase chances of conversion on your site's cart page, you may want to increase the visibility of the checkout button by duplicating it elsewhere on the page. You can accomplish this goal by creating a custom Duplicate Element action that...