Step 3 - Create a Dynamic Actions Template
After creating your Action Source and associated Data Adapter, you can create your Dynamic Actions template.
To create a Dynamic Actions Template
- In MXO, choose Orchestrate.
- Select Dynamic Actions and then click Create.
- Provide the following details for the Dynamic Action Template:
| Field | Description |
|---|---|
| Name | Readable name for the template. |
| Description | Optional. Detailed description of the template. |
| Action Source | Data Adapter representing the source of the Actions. |
| Eligibility Rule | Eligibility Rule to use for all Actions returned in the template. |
- Click Add Filters to add context filtering of the actions prior to applying the Eligibility Rule.
- Provide the following details for the filter:
| Field | Description |
|---|---|
| Source Column | Column in the Action Source schema to which you want to apply the filter. |
| Condition | The 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 |
| Value | Eligibility Rule that returns the value to use when applying the filter. |
- 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.
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.
