Create and Manage Dynamic Actions

Create a Dynamic Actions Template

  1. In MXO, choose Orchestrate.

  2. Select Dynamic Actions and then click Create.

  3. Provide the following details for the Dynamic Action Template:

    FieldDescription
    NameReadable name for the template.
    DescriptionOptional. Detailed description of the template.
    Action SourceData Adapter representing the source of the Actions.
    Eligibility RuleEligibility Rule to use for all Actions returned in the template.

  4. Click Add Filters to add context filtering of the actions prior to applying the Eligibility Rule.

  5. Provide the following details for the filter:

    FieldDescription
    Source ColumnColumn in the Action Source to which you want to apply the filter.
    ConditionThe condition to use for the value comparison. Text: - equals - contains - does not contain Numeric: - equals - is less than - is less than or equal to - is greater than - is greater than or equal to Boolean: - true - false List: - contains - does not contain
    ValueEligibility Rule that returns the value to use when applying the filter.

  6. Click Save.

Example

An e-commerce brand wants to promote relevant merchandise to a customer, that is in stock, but only when the customer engagement score is within a range relevant to each individual Action. The brand has configured minimum and maximum experience score attributes as well as a tags collection that contains the availability status.

Dyn A - example template

The template is configured with three filters to ensure that all selected merchandising Actions are:

  • greater than or equal to the minimum score,
  • less than or equal to the maximum score, and
  • contains the tag In Stock.

When used as part of an Optimization Point. MXO evaluates each Action returned from the template against the Qualifies for Merchandising Actions Eligibility Rule.

Edit a Dynamic Actions Template

  1. In MXO, choose Orchestrate.
  2. Select Dynamic Actions.
  3. Click the Dynamic Actions template you want to open for editing.
  4. Make your required changes and then click Save.

Delete a Dynamic Actions Template

  1. In MXO, choose Orchestrate.
  2. Select Dynamic Actions.
  3. Click the Delete icon next to the Dynamic Actions template you want to delete.
  4. Click Yes, delete it.