A Goal is a step in a Workflow—that when achieved—removes the person from any point in the Workflow above it. Goals are the main milestones people should achieve while active in a Workflow.
To add a Goal to a Workflow:
- Click the + icon in the Workflow at the point you'd like to add a Goal
- From the pop-up, select Goal
- Select the event that will trigger the Goal
- Click Update Trigger
- Add additional nodes below the Goal as needed
Goals as Workflow Entry Points
Enable the Use this trigger as an entry point setting to allow entry into the Workflow at that point when a person triggers the event.
Goals Placed Side by Side
When Goals are set up side by side, only one of the goals must be met for a person to trigger that section of the workflow.
Goals and Campaigns
If a person becomes subscribed to a Campaign and then achieves a Goal further down the workflow, the person will be unsubscribed from the Campaign.
To retain people's Campaign subscription once a Goal is achieved, enable the Continue sending emails even if a goal is achieved setting from within the Campaign node.