Monetate

Step-by-step guide to send your event data from RudderStack to Monetate.

Monetate is a personalization platform that allows you to create unique customer experiences. Its state-of-the-art features allow you to increase customer engagement, boost conversion rates, and improve overall sales.

Monetate is a unique, all-in-one personalization solution aimed especially at marketers. Its intelligent personalization engine makes it very easy for you to test, optimize, segment, and create 1-to-1 customer experiences. The engine also gives you the ability to personalize content, product recommendations, offers, and a lot more.

RudderStack allows you to send your event data from your client-side or server-side components to Monetate. This guide will help you set up, configure, and use Monetate for your project.

Find the open-source transformer code for this destination in our GitHub repo.

Getting Started

To get started, check whether the platform you are working with is supported by RudderStack for Monetate. The following table lists the supported connection modes across various platforms:

Connection Mode	Web	Mobile	Server
Device mode	-	-	-
Cloud mode	Supported	Supported	Supported

To know more about the difference between Cloud mode and Device mode in RudderStack, read the RudderStack connection modes guide.

Once you have confirmed that the platform supports sending events to Monetate, perform the steps below:

• From your RudderStack dashboard, add the source and select Monetate from the list of destinations.

• Name your destination, and click on Next. You should be able to see the following screen:

Connection Settings for Monetate

• The connection settings are described in more details below:

  • Monetate Channel - Enter the name of the Monetate channel you would like to send your events to.

  • Retailer Short Name - Your Monetate account's retailer short name goes here.

• After filling in these values, click on Next to complete the setup. Monetate should now be added and enabled as a destination in RudderStack.

Track

For each track call you make, we send the data to Monetate using Monetate's Engine API.

The table below summarizes the various Monetate events and properties sent by RudderStack:

The Monetate event is sent only if the corresponding RudderStack key is present.

RudderStack Key	Monetate Event	Monetate Event Properties
context.ip	monetate:context:IpAddress	ipAddress : context.ip
"properties.page" OR "context.page"	monetate:context:PageView	url: page.url, path: page.path, categories: [page.category], breadcrumbs: [page.breadcrumbs]
context.referrer.url	monetate:context:Referrer	referrer: context.referrer.url
context.screen	monetate:context:ScreenSize	height: context.screen.height, width: context.screen.width
context.userAgent	monetate:context:UserAgent	userAgent : context.userAgent

RudderStack also sends monetateId along with the events if you send monetateId in the event's properties.

RudderStack sends an additional event to Monetate for the following E-commerce events :

RudderStack Event	Monetate Event
Product Viewed	monetate:context:ProductDetailView
Product List Viewed	monetate:context:ProductThumbnailView
Product Added	monetate:context:Cart
Cart Viewed	monetate:context:Cart
Order Completed	monetate:context:Purchase

The code snippet below shows a sample track call :

rudderanalytics.track("Form Submitted", {
  plan: "trial",
  country: "UK",
})

Screen

For each screen call, RudderStack sends the following events to Monetate:

RudderStack Key	Monetate Event	Monetate Event Properties
context.screen	monetate:context:ScreenSize	height: context.screen.height, width: context.screen.width

Note that RudderStack sends the Monetate event only if the corresponding RudderStack key is present.

The code snippet below shows a sample screen call :

[[RudderClient sharedInstance] screen:@"Main"
            properties:@{@"prop_key" : @"prop_value"}];

Page

For each page call, RudderStack sends the following events to Monetate:

RudderStack Key	Monetate Event	Monetate Event Properties
"properties.page" OR "context.page"	monetate:context:PageView	url: page.url, path: page.path, categories: [page.category], breadcrumbs: [page.breadcrumbs]
context.referrer.url	monetate:context:Referrer	referrer: context.referrer.url

Note that RudderStack sends the Monetate event only if the corresponding RudderStack key is present.

The code snippet below shows a sample page call :

rudderanalytics.page("HomePage", {
  path: "/homepage",
  url: "https://example.com/homepage",
})

Contact Us

If you come across any issues while configuring Monetate with RudderStack, please feel free to contact us. You can also start a conversation in our Slack community; we will be happy to talk to you!