Overview
This article will list out the steps to configure Goal(s) that needs to achieved by a User for whom the Journey is activated.
Introduction
Goals let you define the positive behaviour that is ideally desired by enlisting a User in a journey.
As soon as a rule defined for the Goal is met, all matching users are tagged as 'Goal Achieved' immediately.
Depending on value of 'Exit' criteria for Goal in 'Exit' tab, CustomerSuccessBox will either:
-
Check for Goal match, mark a matching user as 'Goal Achieved', and proceed with the next set of actions for the User.
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Check for Goal match, mark a user as 'Goal Achieved', and exit Journey immediately.
Defining Goal(s)
Click on 'Set Now' in the Goals tab to start defining Goals that need to be achieved by Users in a Journey. Refer to the image below for more details.
You will be able to select multiple Properties and criteria for each Property that needs to fulfilled or not fulfilled for the Goal to be achieved . Click on 'Save' once you have selected all the Properties and the related criteria.
Click Save to save your Goal(s) defined
Properties and associated criteria
The different Properties and the associated operators and criteria that can be used to define Goals are listed in the table below
Property |
Operator |
Criteria Selection |
Tracked at |
Documentation |
Segment |
|
User Segment |
User Level |
|
Milestone |
|
Product Adoption Milestone |
Account Level |
|
Playbook |
|
Playbook |
Account Level |
|
Outcomes |
|
Outcome |
Account Level |
|
Account |
|
|
Account Level |
NA |
Teams |
|
|
Account Level |
NA |
Account Custom Attributes |
|
Account Custom Attributes |
Account Level |
|
Users |
|
|
User Level |
NA |
User Custom Attributes |
|
User Custom Attributes |
User Level |
Saving Goals
Click Save & Next to save the Goals configured and start defining the Exit Criteria that to complete the Journey for a eligible user
Contact Us
In most cases, you would have a dedicated Customer Success Manager who will be your point-of-contact for any queries or assistance. You may also,
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Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat icon in left side navigation bar
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Create a conversation from here
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Send an email to support@customersuccessbox.com
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Anu Dudhat
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