Campaign flow: Goals step

Definitions

A goal is a metric that has been chosen to monitor your experimentations or personalizations and helps you make informed decision-making about your campaign.

The Goals step enables you to select goals from a list of metrics (which can be created and managed in the Visual editor or in the Goal Management page).

These indicators are divided into 5 different categories:

The number next to the category indicates the number of metrics currently available in the category.

At this stage, your mission is to build your campaign's reporting by selecting the metrics most relevant to your analysis and decision-making.
First of all, you need to choose the metric that should be most impacted by your campaign, and which will become your primary goal. You can also choose other metrics to track as secondary goals.

Properly setting up your goals and tracking them is essential for the success of your campaigns.

NOTE

Metrics can be retroactive or non-retroactive.
Retroactive metrics are generated after the campaign starts, and the data is automatically populated. Non-retroactive metrics need to be set up - in the Visual editor or in the Goal Management page -  before launching the campaign.

Retroactive metrics: page trackings, browsing indicators, transactions
Non retroactive metrics: action trackings, widget trackings, custom tarckings

General set-up

The Goals step in the campaign flow is available for the following campaign types:

  • Experiments: AB tests, Multipages tests, AA tests
  • Personalizations: all types

The Goals step is the step #3 of the experimentation campaigns and the step #4 of the personalization campaigns. 

Selecting your primary and secondary goals

Pre-filled metrics

When you land on the Goals steps, your selection on the right is already filled with the trackers you have previously set-up in the editor.


In this exemple, you can see that "Clic CTA" is pre-selected as the Primary goal, and the "Click CTA 2" is your secondary goal. This order respects the exact order of your editors's trackers. Meaning that the first you've set-up in the editor becomes the primary goal. Of course you'll be able to change it in the goal step. 

This auto-fill feature saves you time by ensuring that you don't forget to select the trackers you've previously configured in the editor. In any case, the most important action is to have previously set-up these trackers, as trackers in general are not retroactive metrics.

Choosing metrics as goals

The selected metrics as primary and secondary goals will appear in your campaign reports. 

You can add up to 50 secondary goal in addition to your primary goal.

Don't forget to click on "Save" once your configuration is done.

Editing and managing your trackers 

You can access the Goal management page by clicking on the Manage Tracking indicators button. The Goal management page allows you to manage all your tracking indicators in bulk.

In this page, you will be able to edit a tracker, delete it or just hide it from the list. 

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