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Overview

Goals

Setting up a Goal trigger.

A Goal is a step in a Workflow—that when achieved—pulls people down from any point in the Workflow above it to that Goal step. Goals are the main milestones people should achieve while active in a Workflow.

To add a Goal to a Workflow:

  1. Click the + icon in the Workflow at the point you'd like to add a Goal
  2. From the pop-up, select Goal
  3. Select the event that will trigger the Goal
  4. Click Update Trigger

Once you’ve created the Goal, add additional nodes below it as needed.

Goals as Workflow Entry Points

A Goal used as a trigger point to enter into a Workflow.

Enable the Use this trigger as an entry point setting to allow people to enter the Workflow at that point when a person triggers the Goal step.

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 into the workflow.

Goals and Campaigns

The Continue sending campaign emails even if a goal is achieved setting.

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.

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