Platform Foundations Training

Section 1: Platform Tour

Learn how to navigate to various sections of the Monetate platform

Section 2: Settings & Configuration

Learn about your account settings and how to configure various components

Section 3: Monetate Experience Types

Learn about each of the experience types available in Monetate

Section 4: Analytics & Reporting

Learn how to leverage Monetate's in-app Analytics and Reporting tools and how to best interpret your data.

Section 5: Third-Party Analytics Platforms

Learn how to push your Monetate data to external platforms and tools that your business may already leverage.

Section 6: Identify Customers Across Devices

Learn how to recognize your customers on different devices and browsers to deliver a consistent user experience.

Section 7: Images/Fonts/Content

Learn how to manage all of your image assets, code snippets, font files, and location lists that you use in experiences and how to build dynamic content within Monetate.

Section 8: Data I/O

Learn how to upload your offline first-party data into Monetate for use in Monetate experiences.

Section 9: User Management

Learn how to create and manage users in Monetate and the permission levels appropriate for each member of your team.

Section 10: Implementation Basics

Learn about the role of the Monetate Tag and the various tag types, site structure basics, and how to use the Monetate Inspector tool.

Section 11: The Why Part of Your Experience

Learn about the Why part of your experience—the sentence part where you define your goal metric, the purpose of your experience, and other KPIs—and how to build custom trackable events with EventBuilder.

Section 12: The Who Part Of Your Experience

Learn about the Who part of your experience—the sentence part where you define your target audience for your experience.

Section 13: The What Part Of Your Experience

Learn about the What part of your experience—the sentence part where you define the changes (or actions) that occur in your experience and add variants.

Section 14: The When Part Of Your Experience

Learn about the When part of your experience—the sentence part where you define and schedule the start and stop time for your experience or utilize dayparting.

Section 15: The How Part of Automated Personalization Experiences

Learn about the How part of Automated Personalization experiences in which you define the context considered for an experience and learn how to configure an experience holdout.

Section 16: Experience Management

Learn about the tools available to manage, prioritize, and duplicate your experiences once you have created some.

Section 17: Develop A Monetate Program

Learn how to develop a testing or personalization program and the strategies you should consider to help improve your chances of success.

Section 18: Identify Areas of Opportunity

The first step to developing a strategy for your Monetate program is identifying areas of opportunity and then developing goals to address those opportunities.

Section 19: Determine Your Strategy & Tactics

You've defined your goals and metrics, identified areas of opportunity, and have explored your conversion funnel to develop a strategy for Monetate. Now, it's time to determine which experience type best fits your needs.

Section 20: Execute, Review, Analyze, Iterate

You've finished building your experience according to the methodology and now it's time to push it live and let the data flow in. It's important to keep an eye on the results, observe trends, and regularly review your experiences to make sure they are successful. Iteration is important and helps you to continue and grow your Monetate program.

Section 21: Platform Foundations Knowledge Assessment & Certification

When you're ready, give the Knowledge Assessment a shot! Pass with a 70% score or above, and you'll be Monetate Platform Foundations Certified. We'll issue your badge within 1-2 weeks.