How to set up Goals
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A goal action is a specific action triggered when a goal is reached, such as sending an email, adding a contact to a list, or updating a custom field. By using goal actions, you can create that respond to specific contact behaviors, like opening an email or clicking a link. This enables highly targeted and personalized marketing campaigns tailored to each contact's actions.
To set up goal actions, use the "Goal" block option in the automation editor.
Actions you can set as a Goal:
Sending an email
Adding a contact to a list
Updating a custom field
Tagging a contact
Pausing or ending the automation
Actions to trigger based on specific conditions, such as:
Contact completing or not completing a goal
Contact opening an email or clicking a link
Add logic with "IF/ELSE" statements to create complex paths based on contact interactions or characteristics. Check out our tutorial to get all the details about Goals.
If you have any questions, don't hesitate to for free assistance with setting up your account.