Creating a missed goal

1. From the Navigation toolbar, select the Web assistant tab and choose Web apps.
   
2. Select your application.
   
3. Select the Missed goals sub-tab.
   
4. Click Create in the top-right corner of the page.
   

In the Create page, enter the following information:

• Name - Give a name for future reference.
  
• Criteria - Define the activities the users must have performed and must have missed to perform to be marked under the missed goal. You can set up this criteria based on the following:
  
  • Action performed - Select from your defined app actions.
    
  • Webpage visit - Select the webpage you want your users to visit.
    
  • Visits to any webpage that contains a specific keyword - Enter the keyword into the text box.
    
• Additional criteria - If needed, you can apply additional filters based on field information.
  
• Actions to be performed - Select and define the actions you want to perform for users who match the missed goal's criteria.
  

After filling up all the necessary information, click Activate. You can also choose to Save as draft and activate it in the future.

• Add users to a list: Users who have matched the criteria will be added to a mailing list that you've specified. If necessary, you can create a new mailing list.
  
• Send email to users who match the criteria. Create a campaign and configure content. You can choose to send it immediately, or schedule it for later.
  
• Update goal in Zoho CRM: When users match the set criteria, a field you select in Zoho CRM will be updated with the name of your missed goal. You should select a pick list field from Zoho CRM so that multiple goals can be updated.
  
• Update the fields of users who have matched the criteria. Select the field to update and provide a value for that field. You can do one of the following:
  
  • Text fields: Overwrite the existing text value or append text to the existing value.
    
  • Integer fields: Overwrite the existing integer value or add/subtract an integer from the existing value.
    
  • Date and time fields: Overwrite the existing date and time or update the date and time when the action occurs.
    
• Add/subtract score for users who have missed the goal. Select a score to be added or subtracted.
  
• Assign tags to users who have missed the goal. You can assign any number of tags to your users. If necessary, you can create a new tag.
  
• Remove tags from users who have missed the goal. Select the tags to be removed.
  

Reports

To view reports for missed goals:

1. From the Navigation toolbar, choose Web assistant and select Web apps.
   
2. Select your domain from the list view.
   
3. Select the Missed goal subtab and choose which goal you want to view the reports for.
   
4. Select Overall report subtab to view the overall report of the selected goal.
   
5. Select Leads-based subtab, to view the list of leads who have missed the goal.
   

You can also view reports of actions defined under goal. Click the Goal action-based subtab and select the action you want to view the reports for and see a list of leads for whom the action was performed and those that were skipped.