Create and manage dynamic actions

Learn how to create and manage your dynamic actions in MXO.

Create a dynamic actions template

To create a dynamic actions template, follow these steps:

  1. In MXO, go to Orchestrate > Dynamic Actions.

  2. 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 to finish the creation process.

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.

Dynamic action 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

To edit a dynamic actions template, follow these steps:

  1. In MXO, go to Orchestrate > Dynamic Actions.

  2. Find the desired dynamic actions template in the list and click edit icon Edit.

  3. Edit the template as required.

  4. Click Save to finish the editing process.

Delete a dynamic actions template

To delete a dynamic actions template, follow these steps:

  1. In MXO, go to Orchestrate > Dynamic Actions.

  2. Find the desired dynamic actions template in the list and click delete icon Delete.

  3. If the dynamic actions template is associated with one or more entities, the modal window that appears will show the dependencies list and block the deletion process. Access each dependency and remove the association before deleting the template. Then, click Refresh to reload the dependencies list and ensure you have removed them all.

  4. Click Delete to complete the deletion process.