Goals

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What are Goals?

• Newsletter signups
• Purchase completions
• Form submissions
• Downloads
• Video plays
• Any single-step conversion

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Goal Types

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Page View Goals

• Target: Page path (e.g., /thank-you, /checkout/complete)
• Example: Thank you page after form submission
• Use case: Track successful form completions by targeting the confirmation page

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Event Goals

• Target: Event name (e.g., purchase_complete, newsletter_signup)
• Example: Tracking a checkout completion event
• Use case: Track interactions that don’t require a page change

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Creating a Goal

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Via Dashboard

1. Navigate to Goals in the sidebar
2. Click Create Goal
3. Enter a goal name (e.g., “Newsletter Signups”)
4. Add an optional description
5. Select the goal type (Page View or Event)
6. Enter the target (page path or event name)
7. Configure filters (optional)
8. Choose whether to ignore historic data
9. Click Create

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Goal Fields

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Example: Newsletter Signup Goal

{
  "name": "Newsletter Signup",
  "description": "Track newsletter subscription completions",
  "type": "EVENT",
  "target": "newsletter_signup",
  "ignoreHistoricData": false
}

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Example: Purchase Completion Goal

{
  "name": "Purchase Complete",
  "description": "Track successful purchases",
  "type": "PAGE_VIEW",
  "target": "/checkout/success",
  "filters": [
    {
      "field": "utm_source",
      "operator": "equals",
      "value": "email"
    }
  ],
  "ignoreHistoricData": false
}

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Goal Filters

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Available Filters

• Page/Path: Additional path conditions
• Referrer: Traffic source restrictions
• Country: Geographic targeting
• Device Type: Desktop, Mobile, or Tablet
• UTM Parameters: Campaign-specific goals
• Custom Properties: Event property values

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Filter Operators

• equals: Exact match
• contains: Substring match
• not_equals: Exclude match
• in: Match any in list
• not_in: Exclude all in list

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Filter Example

{
  "name": "Paid Ad Purchases",
  "type": "EVENT",
  "target": "purchase_complete",
  "filters": [
    {
      "field": "utm_medium",
      "operator": "in",
      "value": ["cpc", "ppc", "paid"]
    }
  ]
}

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Viewing Goal Analytics

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Goal Overview

• All configured goals
• Active/paused status
• Goal type and target
• Conversion metrics
• Creation date

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Goal Metrics

• Total Users Entered: Users who could potentially convert
• Total Users Completed: Users who achieved the goal
• Conversion Rate: Percentage of users who converted
• Trend: Conversion rate over time

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Date Range Selection

1. Open a goal’s detail page
2. Select a date range (last 7/30/90 days or custom)
3. View conversion metrics for that period

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Managing Goals

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Editing a Goal

1. Click a goal from the goals list
2. Click Edit
3. Modify any field (name, description, type, target, filters)
4. Click Save

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Pausing a Goal

1. Open the goal’s detail page
2. Toggle Active to off
3. The goal will stop recording new conversions

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Deleting a Goal

1. Open the goal’s detail page
2. Click Delete
3. Confirm deletion

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Historic Data

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Ignoring Historic Data

• Only count conversions after goal creation
• Avoid skewed metrics from past events
• Track incremental improvements

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Best Practices

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Naming Conventions

• Good: “Newsletter Signup - Footer Form”
• Bad: “Goal 1”

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Use Descriptions

"Tracks successful purchases from email campaigns to measure email marketing ROI"

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Segment with Filters

• “Mobile Purchases” (device_type = mobile)
• “US Newsletter Signups” (country = US)
• “Organic Conversions” (utm_source = organic)

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Monitor Regularly

• Check conversion rates
• Identify trends
• Compare periods

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Integration with AI Insights

• “Show me all my goals”
• “What’s the conversion rate for newsletter signups?”
• “Create a goal for purchase completions”
• “How are my goals performing this month?”

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Next Steps