Capture customer data

Attribute capture points collect customer profile data, including customer keys, and interaction event metadata. Customer attributes are used to capture customer profile data and activity attributes are used to capture interaction event metadata.

Attribute capture points can capture data from interactions across a variety of channels and touchpoints such as websites, mobile apps, contact centers, and chat services.

Create a page element attribute capture point (MXO UI)

Create page element attribute capture points to capture data from an HTML element on a web page such as from web form fields or displayed text.

  1. In MXO, go to Collect > Interaction Points.

  2. Select the interaction point for which you want to create an attribute capture point. This opens the Interaction Points view.

  3. Click + Create in the Attribute Capture Points section.

  4. Select Page Element.

  5. Enter a name for your capture point.

  6. Select the type of page element you want to capture data from. Choose one of the following:

    FieldDescription
    Text FieldCaptures text field values on page load and user input.
    Display ElementCaptures display element values on page load.
    Checkbox/Radio ButtonCaptures checkbox/radio button selections on page load and user interaction.
    Dropdown ListCaptures selected dropdown list values on page load and user selection.

  7. Optionally, click edit icon Edit to configure the following:

    FieldDescription
    Delay Data Capture By:Set a delay (0-5 seconds) for data capture using the slider.
    Select the value you want to capture

    Choose Input Value or Element Attribute Value.

    For the element attribute value, specify the attribute name.

  8. Enter the unique identifier for the element, such as '#location1' for HTML element IDs or CSS selectors. For automated capture using the MXO extension or iOS SDK, the identifier is pre-filled. Supported selectors are detailed in Supported selectors for element paths.

  9. Select a storage option for the data: as a Customer Attribute or an Activity Attribute. For details on attribute types, see Introduction to Attributes.

  10. Choose to store the captured value as an existing attribute or create a new one, as outlined below:

    OptionProcedure
    Existing AttributeSelect the attribute to store the data. Ensure it matches the data type if capturing a key attribute.
    New AttributeProvide a unique name and data type for the new attribute. Options include Text, Boolean, or Number. Duplicate names are not allowed.

  11. Click Save to finish the creation process.

Create a page element attribute capture point (MXO extension)

Create page element attribute capture points to capture data from an HTML element on a web page such as from web form fields or displayed text. For more information, refer to MXO extension and MXO bookmarklet.

  1. Enable the MXO extension on your website's page to start capturing customer data. Note that the page must be configured as an interaction point.

  2. In the toolbar, select EDIT to modify the attribute capture point.

  3. Click the Add icon, then select Page element from the Attribute Capture menu to proceed with data capture. This temporarily closes the window and returns you to the web page.

    Page element option

  4. Hover over the page element to capture data, then click Set Selection to open the main MXO UI.

  5. Name your capture point.

  6. Select the page element type for data capture:

    FieldDescription
    Text FieldCaptures text input or default text on page load.
    Display ElementCaptures text displayed on page load.
    Checkbox/Radio ButtonCaptures selections on page load or change.
    Dropdown ListCaptures selected options on page load or change.

  7. Optionally, click edit icon Edit to configure the following:

    FieldDescription
    Delay Data Capture By:Set a delay (0-5 seconds) using the slider.
    Select the value you want to capture

    Choose Input Value or Element Attribute Value.

    For the element attribute value, specify the attribute name.

  8. Select a storage option for the captured data: Customer Attribute or Activity Attribute. For distinctions between attribute types, see Introduction to Attributes.

  9. Select storage for the captured data: choose an existing attribute or create a new one. For existing attributes, ensure compatibility with the data type. For new attributes, provide a unique name and data type. See Introduction to Attributes for details.

    FieldDescription
    An existing attributeChoose an existing attribute to store the data, ensuring it's a key attribute if necessary.
    A new attributeName the new attribute and select its data type from Text, Boolean, Number. Ensure the attribute name is unique to avoid duplicates.

  10. Click Save to finish the creation process.

Supported selectors for element paths

For web touchpoints, MXO fully supports CSS selectors. Consider the following when crafting CSS selectors:

  • Selectors must be unique. If multiple elements match, MXO uses the first one in the DOM.

  • Ensure selectors are cross-browser compatible. Not all features are supported by every browser. For more details, refer to https://caniuse.com/?search=CSS selector.

For documentation on CSS selectors, refer to https://developer.mozilla.org/en-US/docs/Web/API/Document/querySelector.

For mobile touchpoints, MXO also supports pseudo-XPATH selectors that start with a forward slash /.

Create a URI/API parameter attribute capture point (MXO UI)

Create attribute capture points for URI/API parameters to collect data from web address query parameters or API call properties.

  1. In MXO, go to Collect > Interaction Points.

  2. Select the interaction point for which you want to create an attribute capture point. This opens the Interaction Points view.

  3. Click + Create in the Attribute Capture Points section.

  4. Select URI/API Parameter.

  5. Enter a name for your capture point.

  6. Input the URI or API parameter for data capture.

  7. Determine the data storage option, either as a Customer Attribute or an Activity Attribute. Refer to Introduction to Attributes for more details.

  8. Decide if the captured value will be stored as an existing attribute or a new one, as outlined below:

    OptionProcedure
    An existing attributeChoose an appropriate attribute to store the data, ensuring it's compatible with the data type.
    A new attributeProvide a unique name and select a data type for the new attribute from options such as Text, Boolean, or Number.

  9. Click Save to finish the creation process.

Create a URI/API parameter attribute capture point (MXO extension)

Create attribute capture points for URI/API parameters to collect data from web address query parameters or API call properties.

  1. Enable the MXO extension on your website to capture customer data.

  2. In the toolbar, select EDIT to modify the attribute capture point.

  3. Click the Add icon, choose URI/API parameter from the Attribute Capture menu, and open the main MXO UI.

    URL API Parameter

  4. Name your capture point.

  5. Enter the URI or API parameter for data capture.

  6. Choose a storage option for the data: Customer Attribute or Activity Attribute, detailed in Introduction to Attributes.

  7. Decide on storage: use an existing attribute or create a new one, as outlined below.

    OptionProcedure
    An existing attributeSelect the attribute to store the data, ensuring it matches the data type if capturing a key attribute.
    A new attributeProvide a unique name and data type for the new attribute. Options include Text, Boolean, or Number.

  8. Click Save to finish the creation process.

Capture data from cookies (MXO UI)

This section outlines the steps to create cookie attribute capture points for capturing data from cookies present on a webpage.

  1. In MXO, go to Collect > Interaction Points.

  2. Select the interaction point for which you want to create an attribute capture point. This opens the Interaction Points view.

  3. Click + Create in the Attribute Capture Points section.

  4. Select Cookie Value.

  5. Name your capture point.

  6. Specify the cookie name for data capture.

  7. Choose storage as either a Customer Attribute or an Activity Attribute, detailed in Introduction to Attributes.

  8. Decide on storage: use an existing attribute or create a new one, as outlined below.

    OptionProcedure
    An existing attributeSelect the attribute to store the data, ensuring it matches the data type if capturing a key attribute.
    A new attributeProvide a unique name and data type for the new attribute. Options include Text, Boolean, or Number.

  9. Click Save to finish the creation process.

  1. Enable the MXO extension on your website's page.

  2. In the toolbar, select EDIT to modify the attribute capture point.

  3. Click the Add icon, choose Cookie from the Attribute Capture menu, and access the main MXO UI.

  4. Name the capture point and specify the cookie for data capture.

  5. Choose storage as either a Customer Attribute or an Activity Attribute, detailed in Introduction to Attributes.

  6. Decide on storage: use an existing attribute or create a new one, as outlined below.

    OptionProcedure
    An existing attributeSelect the attribute to store the data, ensuring it matches the data type if capturing a key attribute.
    A new attributeProvide a unique name and data type for the new attribute. Options include Text, Boolean, or Number.

  7. Click Save to finish the creation process.

Note: Only first-party cookies without the HttpOnly flag can be read by the MXO tag.

Capturing attributes on a global (wildcard) interaction point

Customer and activity attributes can be globally captured using a wildcard interaction point.

A global interaction point employs wildcards to cover various interactions, simplifying configuration and enabling the reuse of capture rules across multiple points on a touchpoint. For more details, refer to Using Wildcards in Interaction Points.

Global interaction points store captured customer attributes in the customer's profile.

Activity attributes are stored with the activity record of the interaction point that initiates the capture. For instance, a global interaction point defined as /* may have the following capture points:

Capture points on global interactionAttributes captured
Attribute CaptureActivity Attribute - Selected Color
Activity CaptureActivity - Research (Type) + iPhone (Proposition)

Manage attribute capture points

Modify or delete your attribute capture points as needed to keep your data capture configuration up to date.

  1. In MXO, go to Collect > Interaction Points.

  2. Select the interaction point for which you want to modify or delete an attribute capture point, or view its dependencies. This opens the Interaction Points view.

  3. Perform the desired action on the attribute capture point:

    • To edit, click the attribute capture point you want to open for editing, make the necessary changes, and click Save.

    • To view its dependencies, click dependencies icon Dependencies. In the modal window that appears, you can see the list of dependencies for that capture point. You may click any dependency to open it in a new window and edit or remove it. Then, click Refresh to reload the dependencies list.

    • To delete, find the desired capture point in the list and click delete icon Delete. Then, click Delete in the modal window that appears to complete the deletion process.