Capture Customer Data

Attribute Capture Points allow MXO to capture and save customer data based on inputs to web sites, mobile apps, and other Touchpoints. You can also use Attribute Capture Points to capture and save a key. Captured data is stored as part of the AEP.

MXO can use this captured data, together with Eligibility Rules, to optimize the content delivered to customers on subsequent visits to those Touchpoints.

Capture Customer Data from a Page Element

Create Page Element Attribute Capture Points to capture data from an HTML element on a web page such as from web form fields or displayed text.

Create a Page Element Attribute Capture Point (MXO UI)

  1. In MXO, choose Collect.

  2. Select Interaction Points.

  3. Select the Interaction Point for which you want to create an Attribute Capture Point.

  4. Click the Add icon for Attribute Capture Points.

  5. Select Page Element.

  6. Enter a Name for your capture point.

  7. Select the type of page element you want to capture data from. Choose one of the following:

    FieldDescription
    Text FieldCaptures the specified value for the selected text field, both when the page loads and when the user enters text.
    Display ElementCaptures the specified value for the selected display element, when the page loads.
    Checkbox/Radio ButtonCaptures the specified value for the selected checkbox/radio button, both when the page loads and when the user interacts with the checkbox or radio button.
    Dropdown ListCaptures the specified value for the selected dropdown list, both when the page loads and when the user selects from the list.
  8. Optionally, click the Edit icon to configure the following:

    FieldDescription
    Select the value you want to captureSelect the type of value to capture from the available value types. If you select Attribute value, provide the name of the attribute.
    Delay Data Capture By:Specify the period of time (in seconds) by which to delay the capture of information.
  9. Enter the unique identifier for the element from which you want to capture information.For web Touchpoints this is the unique HTML element ID or CSS selector that MXO uses to find the element in your page. For example, enter #location1 if your element ID is location1.
    Note: >If you are using the MXO Extension or iOS SDK to create your capture point, the element ID is captured for you, when you make your capture point selection, and shown in this field.
    We support a variety of selectors for use in element paths. For more information, see Supported Selectors for Element Paths.
  10. Select where you want to store the attribute. Choose one of the following:

FieldDescription
Existing attributeSelect the attribute to use to store the information. If you are capturing a key attribute, ensure you select a key attribute. If an attribute is turned off for a Data Adapter, it is not available in the Existing attribute list.
Create a new attributeEnter a name and select the data type as which to store the new attribute. Choose from Text, Boolean, Number. The name for your new attribute must be unique. Duplicate attribute names are not permitted.
  1. Click Save.

Create a Page Element Attribute Capture Point (MXO Extension)

  1. On the page of your website where you want to capture customer information, enable the MXO Extension.
  2. On the toolbar, select EDIT.
  3. Click the Add icon and select Page Element from the Attribute Capture section. This temporarily closes the window and returns you to the web page.CP - Page Element
  4. Move your cursor over the page to highlight the page element from which you want to capture customer data.
  5. Click Set Selection. This opens the main MXO UI.
  6. Enter a Name for your capture point.
  7. Optionally, click the Edit icon to configure the following:
FieldDescription
Select the value you want to captureSelect the type of value to capture from the available value types. If you select Attribute value, provide the name of the attribute.
Delay Data Capture By:Specify the period of time (in seconds) by which to delay the capture of information.
  1. Select where you want to store the attribute. Choose one of the following:
FieldDescription
Existing attributeSelect the attribute to use to store the information. If you are capturing a key attribute, ensure you select a key attribute. If an attribute is turned off for a Data Adapter, it is not available in the Existing attribute list.
Create a new attributeEnter a name and select the data type as which to store the new attribute. Choose from Text, Boolean, Number. The name for your new attribute must be unique. Duplicate attribute names are not permitted.
  1. 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 `/`.

Capture Customer Data from a URI/API Parameter

Create URI/API Parameter Attribute Capture Points to capture data from a query parameter on your web address or an API property on your API call.

Create a URI/API Parameter Attribute Capture Point (MXO UI)

  1. In MXO, choose Collect.
  2. Select Interaction Points.
  3. Select the Interaction Point for which you want to create an Attribute Capture Point.
  4. Click the Add icon for Attribute Capture Points.
  5. Select URI/API Parameter.
  6. Provide a Name for your capture point.
  7. Enter the URI or API parameter from which you want to capture information.
  8. Select where you want to store the attribute. Choose one of the following:
FieldDescription
Existing attributeSelect the attribute to use to store the information. If you are capturing a key attribute, ensure you select a key attribute. If an attribute is turned off for a Data Adapter, it is not available in the Existing attribute list.
Create a new attributeEnter a name and select the data type as which to store the new attribute. Choose from Text, Boolean, Number. The name for your new attribute must be unique. Duplicate attribute names are not permitted.
  1. Click Save.

Create a URI/API Parameter Attribute Capture Point (MXO Extension)

  1. On the page of your website where you want to capture customer data, enable the MXO Extension.

  2. On the toolbar, select Edit.

  3. Click the Add icon and select URI/API parameter from the Attribute Capture section. This opens the main MXO UI.

    CP - URL API Parameter

  4. Provide a Name for your capture point.

  5. Enter the URI or API parameter from which you want to capture information.

  6. Select where you want to store the attribute. Choose one of the following:

    FieldDescription
    Existing attributeSelect the attribute to use to store the information. If you are capturing a key attribute, ensure you select a key attribute. If an attribute is turned off for a Data Adapter, it is not available in the Existing attribute list.
    Create a new attributeEnter a name and select the data type as which to store the new attribute. Choose from Text, Boolean, Number. The name for your new attribute must be unique. Duplicate attribute names are not permitted.
  7. Click Save.

Capture Customer Data from a Cookie

Create Cookie Attribute Capture Points to capture data from a cookie on the current page.

Create a Cookie Attribute Capture Point (MXO UI)

  1. In MXO, choose Collect.

  2. Select Interaction Points.

  3. Select the Interaction Point for which you want to create an Attribute Capture Point.

  4. Click the Add icon for Attribute Capture Points.

  5. Select Cookie Value.

  6. Provide a Name for your capture point.

  7. Enter the name of the cookie from which you want to capture information.

  8. Select where you want to store the attribute. Choose one of the following:

    FieldDescription
    Existing attributeSelect the attribute to use to store the information. If you are capturing a key attribute, ensure you select a key attribute. If an attribute is turned off for a Data Adapter, it is not available in the Existing attribute list.
    Create a new attributeEnter a name and select the data type as which to store the new attribute. Choose from Text, Boolean, Number. The name for your new attribute must be unique. Duplicate attribute names are not permitted.
  9. Click Save.

Create a Cookie Attribute Capture Point (MXO Extension)

  1. On the page of your website where you want to capture customer data, enable the MXO Extension.

  2. On the toolbar, select Edit.

  3. Click the Add icon and select Cookie from the Attribute Capture section. This opens the main MXO UI.

    CP - Cookie

  4. Provide a Name for your capture point.

  5. Enter the name of the cookie from which you want to capture information.

  6. Select where you want to store the attribute. Choose one of the following:

    FieldDescription
    Existing attributeSelect the attribute to use to store the information. If you are capturing a key attribute, ensure you select a key attribute. If an attribute is turned off for a Data Adapter, it is not available in the Existing attribute list.
    Create a new attributeEnter a name and select the data type as which to store the new attribute. Choose from Text, Boolean, Number. The name for your new attribute must be unique. Duplicate attribute names are not permitted.
  7. Click Save.

When capturing the value of a cookie to use as as a key for the current customer, the MXO Tag can read only the values of first-party cookies. This is further restricted to first-party cookies for which the HttpOnly flag is not set. Cookies with the HttpOnly flag set cannot be read by JavaScript.

Edit an Attribute Capture Point

  1. In MXO, choose Collect.
  2. Select Interaction Point.
  3. Select the Interaction Point for which you want to edit an Attribute Capture Point.
  4. Click the Edit icon next to the Attribute Capture Point you want to edit.
  5. Make your required changes and then click Save.

Delete an Attribute Capture Point

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