Journey Goals
About this task
Journey application provides the provision of setting up a Goal/Goals in Journey. Goal can be of Date based, Contact/responses based or Sales based. You can set either a date-based, Contact/responses based or Sales based goal for the following Journey stages: Draft, Paused, or Published. On the add/edit goal page you will see a list of all the email and SMS touchpoints configured on canvas in 'Select Touchpoint' drop-down list.
- For Email - Supports Email sent, Email opened and Link clicked events
- For SMS - Supports SMS sent and SMS delivered event
Date-based goal | For date-based goal if target date is achieved, the Journey will be marked as
Completed. For setting up date based goal
certain validations are provided to calculate maximum delay
configured in Journey
so that the marketer can configure target goal date which is higher
than the max configured delay. Once target date is set as a goal,
user cannot reduce the target date. User can only increase the
target date. User can reset date-based goal at any point of time and
add a new goal. Note: Only one Date based goal can be added for a
Journey. |
Contact/responses-based goal | For adding Contact/responses based goals, touchpoints should be
configured and saved in Journey. If frequency is off
thenMark Journey as complete when
the goal is achieved check box is available. If the
check box is checked, then as the contact/responses based target is
achieved for a touchpoint and its event, the Journey will be marked as
Complete. If frequency is on then Mark Journey as complete when the goal is achieved check box is not available and even after the contact-based target is achieved for a touchpoint, the Journey will continue to run in Published state and will continue to capture all the events. By default, option weekly is selected but it can be changed to Daily, Monthly or Quarterly. |
Sales-based goal | For adding Sales based goals, CRM/Salesforce touchpoint should be
configured and saved in Journey. Sales based goal is created by
setting leads target. If frequency is off then Mark
Journey as
complete when the goal is achieved check box is
available. If the check box is checked, then as the Sales target is
achieved for a touchpoint and its event, the Journey will be marked as
Complete. The tracking parameters of Sales-based goal is same as
Date-based and Contact/responses-based goals except, the select
object can be either Lead or Contact and Action can be either
Created or Updated. If frequency is on then Mark Journey as complete when the goal is achieved check box is not available and even after the Sales target is achieved for a touchpoint, the Journey will continue to run in Published state and will continue to capture all the events. By default, option weekly is selected but it can be changed to Daily, Monthly or Quarterly. |
When Journey is in draft stage, user can switch goal from date-based to contact/responses-based or Sales-based goal and vice-versa.
To add a Journey goal or to edit a Journey goal, complete the following steps: