Goals setting & Management

Setting goals for your test or personalization campaign is crucial for making informed decisions based on whether or not your goals were achieved. A goal is a metric that helps guide your campaign and informs your decision-making. The primary goal is the most important metric impacted by the change being tested. The secondary goals are optional and may provide insight into other relevant metrics.

Properly setting up your goals and tracking them throughout the campaign is essential. Goals can be retroactive or non-retroactive. Retroactive goals are generated after the campaign starts, and the data is automatically populated. Non-retroactive goals need to be set up before the launch of the campaign.

To set and meet your primary and secondary goals, refer to the Goals Setup section.

What is a Goal?

A goal is a metric that you want to track to measure the success of your test or personalization campaign. The type of goal you choose depends on the campaign you're running and what you want to achieve.

Types of Goals: There are four types of goals: Pageview, Action Tracking, Custom Tracking, and Transaction.

• Page View Goals: These goals, track page views on your website. You can create Pageview goals from the Goal Management page or the Goal setup step of the campaign creation flow.
• Action Tracking Goals: These goals, track specific user actions on your website, such as clicks on buttons or links. They are useful for campaigns where you want to track interactions with specific elements on your website. You can create Action Tracking goals from the visual editor step of the Campaign creation flow.
• Custom Tracking Goals: These goals, track user actions that you've defined with custom code on your website. They are useful for campaigns where you want to track custom interactions that aren't covered by the other goal types. You can only create Custom Tracking goals from the Goal Management page or the Goal setup step of the campaign creation flow.
• Transaction Goals: These goals, track completed transactions on your website. They are useful for campaigns where you want to track revenue or conversions. You can only create Transaction goals if you've installed a transaction tag on your website.
• Browser metrics: These are indicators used to track and analyze users browsing behavior on websites or applications. By default, AB Tasty provides three browsing indicators, including bounce rate, pages per session, and revisit rate, which can help understand user engagement and behavior on your website.

Refer to these articles to learn more: 

👉 Metrics Guide

👉 Campaign report

Goals setup step

1. Navigate to the Campaign Setup flow.
2. In the Goals section, click on the category related to the goal you want to set.
3. Select the specific goal you want to track from the list of indicators.
4. Click the "+" icon to add the goal to the Primary or Secondary goal categories.
5. Save your changes before moving on to the next step.

Goal Management Page

Access the Goal Management page

1. Log in to your AB Tasty account.
2. Click on the profile icon located in the top right corner of the platform.
3. Click on the "Account" option in the drop-down menu that appears.
4. On the account page, navigate to the "Goal Management" tab located in the left-hand menu.
5. Click on the "Goal Management" tab to access the page where you can create, edit, and manage your goals.

Description

The Goal Management page is where you can view and manage all active and hidden goals for your campaigns. On this page, you can see all of the goals you've set up, including their status and type. You can also use this page to create new goals, edit existing ones, change campaigns for which they are available, hide goals from the goal setup step of your campaign creation flow, and delete goals that are no longer relevant. The page is divided into five sections, one for each type of goal: Pageview, Action Tracking, Custom Tracking, Browsing Indicators, and Transaction. 

Overall, setting up and managing goals is an important part of running successful tests and personalization campaigns. By tracking the right metrics, you can gain valuable insights into user behavior and make data-driven decisions to improve your website's performance.

Goal Management functions

The goal management page is where you can view and manage your goals. 
Here's a step-by-step guide on how to use the goal management page and possible functionalities for each type of goal:

1. View your goals: When you first access the goal management page, you'll see a list of all your goals. The goals are categorized as visible or hidden, and you can see the name of the goal, and the status of the goal (for which campaigns the goal is available).

2. Create new goals: To add a new goal, from the page tracking section, click on "Create page tracking", and from the custom tracking section click "Create custom tracking".
   Note that this is only possible for Page tracking and Custom tracking goals.

3. Edit a goal: To edit an existing goal, click on the name of the goal in the list. A pop-up shows up, where you can edit the goal settings.
   Note that this is only possible for Page, and Custom tracking goals.

4. Modify availability: You can switch the availability of your goals between being available for all campaigns or available for a specific one.
   Note that this is possible only for Page, and Custom tracking goals.

5. Delete a goal: To delete a goal, click on the trash can icon next to the goal in the list. You'll be prompted to confirm that you want to delete the goal, and then the goal will be removed from your account.
   Note that this is only possible for Page, and Custom tracking goals

6. Hide a goal: To hide a goal, click on the eye icon next to the goal in the list. The goal will not be visible for either campaign for which it was available, and the goal will move from the list of active goals to the list of hidden goals.
   Note that this is only possible for Transaction goals