Define Where to Show Personalized Content to Customers

Create Optimization Points to define where to insert personalized content for customers on a Touchpoint. The starting point for creating Optimization Points is the Interaction Points view.

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, choose Collect.

  2. Select Interaction Points.

  3. Select the Interaction Point for which you want to create an Online Optimization Point. This opens the Interaction Points view.

  4. Click the Add icon for Online Optimization Points.

  5. Ensure the Optimization Point is turned on.

  6. Enter the following details:

    FieldDescription
    NameA name for your Optimization Point.
    Element pathPath to the element where you want to insert your Optimization Point. We support a variety of selectors for use in element paths. For more information, see {{}}.

  7. Configure how MXO determines the best Action to display to eligible customers at this Optimization Point.

    FieldDescription
    Number of Actions ReturnedSpecify the number of Actions to return in this Optimization Point. You can specify a maximum of 25 Actions.
    Specify Content PositionSpecify 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 SelectionSpecify 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 ScopeSpecify 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 .
    Priority RuleSelect the Priority Rule to use to prioritize Actions available to display at this Optimization Point.

  8. Optionally, configure a Viewpoint for this Optimization Point. You can either:

    • Select existing.
    • Create new.

  9. Specify whether or not this optimization should be shown to customers in the Control Group.

  10. Click Save.

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.{{< image text="GSG - OP Page Element" src="Getting Started Guide/GSG - OP Page Element.png" >}} 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.

    FieldDescription
    Number of Actions ReturnedSpecify the number of Actions to return in this Optimization Point. You can specify a maximum of 25 Actions.
    Specify Content PositionSpecify 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 SelectionSpecify 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 ScopeSpecify 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 .
    Priority RuleSelect the Priority Rule to use to prioritize Actions available to display at this Optimization Point.

  9. Optionally, configure a Viewpoint for this Optimization Point. You can either:

    • Select existing.
    • Create new.

  10. Specify whether or not this optimization should be shown to customers in the Control Group.

  11. Click Save.

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, choose Collect.

  2. Select Interaction Points.

  3. Select the Interaction Point for which you want to create an Offline Optimization Point.

  4. Click the Add icon for Offline Optimization Points.

  5. Ensure the Optimization Point is turned on.

  6. Enter the following details:

    FieldDescription
    NameA name for your Optimization Point.
    Offline ActionThe Push Action to associate with this Optimization Point.

  7. Click Save.

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](https://caniuse.com/?search=CSS selector).

For more information, see the [Document.querySelector()](https://developer.mozilla.org/en-US/docs/Web/API/Document/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, choose Collect.
  2. Select Interaction Point.
  3. Select the Interaction Point for which you want to edit an Optimization Point.
  4. Click the Edit icon next to the Optimization Point you want to edit.
  5. Make your required changes and then click Save.

Delete an Optimization Point

  1. In MXO, choose Collect.
  2. Select Interaction Points.
  3. Select the Interaction Point for which you want to edit an Optimization Point.
  4. Click the Delete icon next to the Optimization Point you want to delete.
  5. Click Yes, delete it.