Create online optimization points

Create online optimization points to present personalized content on the touchpoint where a customer is currently interacting with your brand. For example, if a customer on your website or mobile app is currently showing an interest in a specific product or service, you can immediately present them with a promotional offer for that product or service.

Create an online optimization point (MXO UI)

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

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

3. Click + Create in the Online Optimization Points section.

4. Ensure the optimization point is turned on.

5. Enter the following details:

   Field	Description
   Name	Name of your optimization point.
   Element path	Path to the element where you want to insert your optimization point. We support a variety of selectors for use in element paths.

6. Configure how MXO determines the best action to display to eligible customers at this optimization point:

   Field	Description
   Number of Actions Returned	Specify the number of actions to return in this optimization point. You can specify a maximum of 25 actions.
   Specify Content Position	Specify how and where MXO should display content for this optimization point. You can choose to: - Replace existing page content, - Insert Before existing page content, or - Insert After existing page content.
   Action Selection	Specify how MXO determines the best action to show to eligible customers. You can either: - Let MXO choose the best actions to display according to the priority rule selected. When selecting this option, you can also set the scope of actions to display to customers based on your propositions. This ensures that customers are only presented with actions applicable to their current interest, or - Specify a Fixed selection and MXO will return 1 or more actions from the specified list based on the defined distribution weighting.
   Action Scope	Specify which actions to consider displaying to customers. Choose one of the following: - All Actions. Consider displaying both MXO actions and dynamic actions. - MXO Actions. Consider displaying only actions you create directly in MXO. - Dynamic Actions. Consider displaying only existing offers defined outside of MXO. Note: This field only shows when you select Let MXO choose.
   Proposition Scope	Specify in which products or services to consider displaying the action to customers. If the proposition you need has not been created yet, click Create Proposition. Note: This field only shows when you select Let MXO choose.
   Priority Rule	Select the priority rule to prioritize actions available to display at this optimization point. If the rule you need has not been created yet, click Create Priority Rule. Note: This field only shows when you select Let MXO choose.
   Viewpoint	Select a viewpoint to ensure the correct asset is displayed on each of your touchpoints. If the viewpoint you need has not been created yet, click Create Viewpoint.

7. Specify whether or not this optimization should be shown to customers in the control group.

8. Click Save to finish the creation process.

Create an online optimization point (MXO extension)

1. On the page of your website where you want to insert an optimization, enable the MXO extension.

2. On the toolbar, select Edit.

3. Click the Add icon and select Page Element from the Optimize section. This temporarily closes the window and returns you to the web page.

4. Move your cursor over the page to highlight where you want to insert your optimization point.

5. Click SET SELECTION. This opens the main MXO UI.

6. Ensure the optimization point is turned On.

7. Provide a name for your optimization point.

8. Configure how MXO determines the best action to display to eligible customers at this optimization point:

   Field	Description
   Number of Actions Returned	Specify the number of actions to return in this optimization point. You can specify a maximum of 25 actions.
   Specify Content Position	Specify how and where MXO should display content for this optimization point. You can choose to: - Replace existing page content, - Insert Before existing page content, or - Insert After existing page content.
   Action Selection	Specify how MXO determines the best action to show to eligible customers. You can either: - Let MXO choose the best actions to display according to the priority rule selected. When selecting this option, you can also set the scope of actions to display to customers based on your propositions. This ensures that customers are only presented with actions applicable to their current interest, or - Specify a Fixed selection and MXO will return 1 or more actions from the specified list based on the defined distribution weighting.
   Action Scope	Specify which actions to consider displaying to customers. Choose one of the following: - All Actions. Consider displaying both MXO actions and dynamic actions. - ONE Actions. Consider displaying only actions you create directly in MXO. - Dynamic Actions. Consider displaying only existing offers defined outside of MXO. Note: This field only shows when you select Let MXO choose.
   Proposition Scope	Specify which products or services to consider displaying to customers. If the proposition you need has not been created yet, click Create Proposition. Note: This field only shows when you select Let MXO choose.
   Priority Rule	Select the priority rule to prioritize actions available to display at this optimization point. If the rule you need has not been created yet, click Create Priority Rule. Note: This field only shows when you select Let MXO choose.
   Viewpoint	Select a viewpoint to ensure the correct asset is displayed on each of your touchpoints. If the viewpoint you need has not been created yet, click Create Viewpoint.

9. Specify whether or not this optimization should be shown to customers in the control group.

10. Click Save to finish the creation process.

Prioritize multiple online optimization points

If you create multiple online optimization points for a single touchpoint you can prioritize those optimization points to ensure MXO displays the best action for the customer in the optimization point of your choice.

To prioritize your online optimization points, drag and drop them into your preferred order.

Create offline optimization points

Create offline optimization points to personalize the customer experience on a touchpoint other than the one they are currently interacting with. For example, if a customer fills in a quote form on your website, you can use an offline optimization point to create a lead in your CMS, trigger an outbound email, or send the customer an SMS as a follow-up.

Create an offline optimization point

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

2. Select the interaction point for which you want to create an offline optimization point.

3. Click + Create in the Offline Optimization Points section.

4. Ensure the optimization point is turned on.

5. Provide a name for your optimization point.

6. Configure how MXO determines the best action to display to eligible customers at this optimization point:

   Field	Description
   Number of Actions sent	Specify the number of actions to send in this optimization point.
   Action Selection	Specify how MXO determines the best action to show to eligible customers. You can either: - Select Let MXO choose, which lets MXO find all push actions and arbitrate over them to determine the next best action for offline channels. When selecting this option, you can also set a viewpoint for that action; or - Specify a Fixed selection and MXO will return the action selected in the Offline Action field below.
   Priority Rule	Select the priority rule to prioritize actions available to display at this optimization point. If the rule you need has not been created yet, click Create Priority Rule. Note: This field only shows when you select Let MXO choose.
   Viewpoint	Select a viewpoint to ensure the correct asset is displayed on each of your touchpoints. If the viewpoint you need has not been created yet, click Create Viewpoint. Note: This field only shows when you select Let MXO choose.
   Offline Action	Select the action to display at this optimization point. If the action you need has not been created yet, click Create Push Action. Note: This field only shows when you select Fixed selection.

7. Specify whether or not this optimization should be shown to customers in the control group.

8. Click Save to finish the creation process.

Supported selectors for element paths

For web touchpoints, MXO supports the full CSS specification.

When creating CSS selectors, be aware of the following considerations:

• Ensure each selector is unique. If your selector returns more than one element, MXO will return the first element in the DOM, which may vary depending on how your page content is loaded.
• Always consider cross-browser compatibility, when updating a selector. Not all browsers support all css functionality.
  Note: Not all browsers support all features in the latest CSS spec. More information can be found at caniuse.com.

For more information, see Mozilla's querySelector() documentation.

For mobile touchpoints, MXO also supports pseudo-XPATH selectors; specifically any NSString(s) starting strictly with a forward slash / and optionally, for multiple strings, separated by a forward slash /.

Edit an optimization point

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

2. Select the interaction point for which you want to edit an optimization point.

3. Click the optimization point you want to open for editing.

4. Edit the optimization point as required.

5. Click Save to finish the editing process.

Delete an optimization point

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

2. Select the interaction point for which you want to edit an optimization point.

3. Find the desired optimization point and click Delete.

4. Click Delete to complete the deletion process.