Create and manage actions

Learn how to create and manage your actions in MXO.

Create a dynamic content action

To create a dynamic content action, follow these steps:

  1. In MXO, go to Orchestrate > Actions.

  2. Click + Create.

  3. Select Dynamic Content as the type of action you want to create.

  4. Provide the following details for your action:
    FieldDescription
    NameA name for the action.
    Customer StatusThe subset of customers (based on their status) to which you want to serve the asset. You can display different assets to Default (anonymous) customers, Recognized customers who have been identified and for whom MXO holds a customer key and Verified customers who have reached a verified interaction point.
    Important: MXO determines which asset to serve to a customer based on their status when they see an action for the first time. If a customer is anonymous the first time they see an action, containing both default and recognized assets, MXO displays the default asset and continues to display that asset even after the customer is recognized.
    Add AssetsClick Add Assets and select the asset to display to customers when this action is returned. Optionally, add a default destination URL for the asset.
    PropositionOptional. The product or service to which the action relates.
    Note: Actions without a proposition are not automatically selected at optimization points.
    EligibilityOptional. The eligibility rule to apply to this action. Choose No to make the action available to all customers or choose Yes and select an eligibility rule to make the action available only to specific customers.
    Prioritization Methods ConfigurationOptional. The marketing priority to apply to this action. Priority rules use the marketing priority configured here when calculating the priority of this action in relation to other actions available to display at an optimization point.
    Effective Date RangeOptional. 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.
    Campaign CodeOptional. The campaign code to which the action relates.
    Action PropertiesOptional. The action properties assigned to the action.

  5. Switch the status control to On to make the action available for use in an optimization.

  6. Click Save to finish the creation process.

Create a push action

To create a push action, follow these steps:

  1. In MXO, go to Orchestrate> Actions.

  2. Click + Create.

  3. Select Push as the type of action you want to create.

  4. Provide the following details for your action:

    FieldDescription
    NameA name for the action.
    StructureThe structure to use for this action. This specifies the format and types of customer data that MXO will make available to your external systems.
    PropositionOptional. The proposition to associate with this action. You can either Set Proposition manually and select an individual proposition from the drop-down list or Set Proposition automatically and specify the attribute MXO should use to look up the correct proposition at runtime.
    Note: Actions without a proposition are not automatically selected at optimization points.
    EligibilityOptional. The eligibility rule to apply to this action. Choose No to make the action available to all customers or choose Yes and select an eligibility rule to make the action available only to specific customers.
    Effective Date RangeOptional. 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.
    Campaign CodeOptional. The campaign code to which the action relates.

  5. Switch the status control to On to make the action available for use in an optimization.

  6. Click Save to finish the creation process.

Create a completions action

To create a completions action, follow these steps:

  1. In MXO, go to Orchestrate> Actions.

  2. Click + Create.

  3. Select Completions as the type of action you want to create.

  4. Provide the following details for your action:

    FieldDescription
    NameA name for the action.
    PropositionOptional. The proposition to associate with this action. You can either Set Proposition manually and select an individual proposition from the drop-down list or Set Proposition automatically and specify the attribute MXO should use to look up the correct proposition at runtime.
    Note: Actions without a proposition are not automatically selected at optimization points
    Activity TypeOptional. The activity type to which the action relates.
    EligibilityOptional. The eligibility rule to apply to this action. Choose No to make the action available to all customers or choose Yes and select an eligibility rule to make the action available only to specific customers.
    Effective Date RangeOptional. 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.
    Campaign CodeOptional. The campaign code to which the action relates.

  5. Switch the status control to On to make the action available for use in an optimization.

  6. Click Save to finish the creation process.

Copy an action

From time to time you may want to clone an existing action, rather than creating a new one from scratch. To copy an action, follow these steps:

  1. In MXO, go to Orchestrate > Actions.

  2. Find the desired action in the list and click copy icon Copy. The actions editor opens.

  3. Rename the new action and make any other required changes.
  4. Click Save to finish the cloning process.

Edit an action

To edit an action, follow these steps:

  1. In MXO, go to Orchestrate > Actions.

  2. Click the action you want to open for editing.

  3. Edit the action as required.

  4. Click Save to finish the editing process.

View action dependencies

To see a list of the dependencies associated with an action, follow these steps:

  1. In MXO, go to Orchestrate > Actions.

  2. Find the desired action in the list and click dependencies icon Dependencies.

  3. In the modal window that appears, you can see the list of dependencies for that action. 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.

  4. Click Ok in the modal window to close it.

Preview an action's assets

To see a preview of the assets associated to a specific action, follow these steps:

  1. In MXO, go to Orchestrate > Actions.

  2. Find the desired action in the list and click preview icon Preview. The action preview opens, showing how the content associated to that action is presented to the customer.

  3. Click Close to go back to the Actions page.

Delete an action

To delete an action, follow these steps:

  1. In MXO, go to Orchestrate > Actions.

  2. Find the desired action in the list and click delete icon Delete.

  3. Click Delete to complete the deletion process.