Step 2 - Create your Action
In MXO, create a Dynamic Content Action to contain the mini notification you want to display to customers, setting the appropriate Proposition and (optionally) eligibility for each one.
For more information, see Create and Manage Actions.
Example Action Details
| Field | Description |
|---|---|
| Name | Savings Account. |
| Customer Status | Select the subset of customers (based on their status) to which you want to serve the Asset. In our example, we are displaying the asset to all customers (Default). |
| Add Assets | Select the Asset to display to customers when this Action is returned. In our example, we are selecting the Savings account - mini notification. |
| Proposition | Optional. The product or service to which the Action relates. In our example, we are leaving this blank. |
| Eligibility | Optional. The Eligibility Rule to apply to this Action. In our example, we are leaving this blank. |
| Prioritization Methods Configuration | Optional. The marketing priority to apply to this Action. In our example, we are leaving this blank. |
| Effective Date Range | Optional. The dates between which you want this Action to be available for use in an optimization. For example, if the Action relates to a promotion that is only available for a certain time period. In our example, we are leaving this blank. |
| Campaign Code | Optional. The campaign code to which the Action relates. In our example, we are leaving this blank. |
