Creating a goal

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

In the Create Goal page, enter the following information:

• Goal name – Give a name for future reference.
  
• Type of visitor- Choose among New visitor, Returning visitor or both.
• Goal criteria – Set the criteria based on the following:
  
  • App actions performed - Select from your defined actions your users should perform on your application. Choose whether the action should be performed on a specific app page or on any page.
    
  • Page visit - Select the page you want users to view.
    
  • Visits to any app page with a specific keyword in its URL - Enter the keyword into the text box.
    
• Goal duration – You can set the time period during which the goal should be active. Start the goal either on its activation or on a particular date. End the goal on a particular date or choose to never end it.
  
• Aditional filters based on lead information – You can filter users further based on their field information.
  
• Actions to be performed - Select and define the actions you want to perform for users who match the 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: Leads who have achieved the goal 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 meet 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 goal. Select a pick list field from Zoho CRM so that multiple goals can be updated.
  
• Update the fields of users who have achieved the goal. 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 achieved the goal. Select a score to be added or subtracted.
  
• Assign tags to users who have achieved 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 achieved the goal. Select the tags to be removed.
  

Achieved goal reports:

To view this report:

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