Implementing Goals

You can implement Goals within your journeys using the Goal Node.

Let's take an example of a lead generation journey.

The user details being captured in the journey are name, phone number and email address.

Your Goal for this journey can be a "Lead Generation" i.e. capturing all user details mentioned above.

Your milestones and trackers can be as follows:

Capturing the nameName
Capturing the phone numberPhone Number
Capturing the email addressEmail address
  1. First, you will need to create the goal using the above mentioned details.
  2. Next, you need to insert the Goal Node in the journey right after the user's name has been captured.
  3. Store the user's name in a local variable (if not done already).
  4. Select the "Complete Lead" goal and "Capturing the name" milestone from the respective dropdowns.
  5. The "Name" tracker will automatically appear under Key Trackers along with a "Value" field. Enter the variable which stores the user's name in the "Value" field.
  6. Now, repeat steps 2 to 5 for the phone number and the email address as well.