Creating a goal

1. From the Navigation toolbar in Zoho MarketingHub, select the Web assistant tab and choose Websites.
   
2. Select your domain.
   
3. Select the Goals sub-tab.
   
4. Click Create Goal.
   

In the Create Goal page, enter the following information:

• Goal name - Give a name for future reference.
  
• Type of visitor - Choose new visitor, returning visitor or both
  
• Channel - You can filter visitors based on the channel of their arrival
  
• Source of visit - You can filter visitors based on the source of their visit.
  
• You can choose to include activities of leads before their conversion .
  
• Goal criteria – Set the criteria based on the following:
  
  • Event occurred - Select from your defined events the action your visitors should perform on your webpages. Choose whether the event should occur on a specific page or on any page.
    
  • Webpage visit - Select the webpage you want visitors to view.
    
  • Visits to any webpage 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.
  
  • If you do not define a goal duration, activities that were performed before the goal activation will also be considered.
    
  • If you've defined goal duration and have also checked the include activities of leads before their conversion option, note that the past activities of your leads will not be considered.
    
• Additional filters based on lead information – You can filter leads further based on their field information.
  
• Actions to be performed - Select and define the actions you want to perform for leads who match the goal's criteria.
  
• After filling up all the necessary information, click Activate. You can also choose Save as draft and activate it in the future.
  

• Add leads 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 leads who meet the criteria. Create a campaign and configure content. You can choose to send it immediately, or schedule it for later.
  
• Push data to Zoho CRM : When leads match the set criteria, a field you select in Zoho CRM will be updated with the name of your goal. You must select a pick list field from Zoho CRM so that multiple goals can be updated.
  
• Update the fields of leads 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 score :  Select a score to be added for leads who have achieved the goal.
  
• Assign tags to leads who have achieved the goal. You can assign any number of tags to your leads. If necessary, you can create a new tag.
  
• Remove tags from leads 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 Websites .
   
2. Select your domain from the list view.
   
3. Select the Goals 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 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.