Step 9 - Define Where you want to Personalize the Conversation
You need to define what you want MXO to do after it recognizes a customer activity. To do this, you need to specify an Online Optimization Point.
Typically, you'll use the MXO Extension to create and edit Optimization Points for web Touchpoints. Optimization Points for other channels are created using the main MXO UI.
As part of the process, you'll define a Viewpoint to ensure the correct variant of your content is displayed on each Touchpoint.
Viewpoints determine which Asset should be used for each Touchpoint. This enables you to carry on using existing Actions, rather than having to create new ones.
For example, you can have a single Action with three different Assets, a large graphic for your website, smaller graphic for your mobile site, and agent script for your call center, each associated with a different Viewpoint. This ensures the correct Asset is displayed on each of your Touchpoints.
To specify where to insert your optimization
- Browse to the home page of your chosen website.
- Ensure the MXO Extension is in Edit mode.
- On the toolbar, click Add and select Page element from the OPTIMIZE section.
This temporarily closes the window and returns you to the web page.
- Move your cursor over the page to highlight where you want to insert your Optimization Point.
- Click SET SELECTION.This opens the main MXO UI.
- Ensure the Optimization Point is turned On.
- Provide a Name for your Optimization Point.For this practice optimization, enter Home Page Main.
- In the Action Selection section, choose Fixed Selection.
- Select the Action you want to display at this Optimization Point from the Select Action drop-down list.For this practice optimization, use the Action you created called Promotion A.
- In the Viewpoint section, choose Create new.
- Provide a name for your Viewpoint.For this practice optimization, enter Practice Optimization Web.
- Click Create to complete creation of your new Viewpoint.
- Click Save.
