Your Entry Rule determines which contacts are pulled into a campaign. Your Goal determines when a client is pulled out. Selecting the appropriate Goal for your auto-campaign is key for two reasons:

Some common Goals are:

Not all auto-campaigns will require Goals. For instance, if you send a client a welcome text message to ask how their first class was, you aren't necessarily trying to get them to take a certain action with this messaging - you are simply engaging them as a client! In this instance of sending one automated welcome message to your new clients, you likely don't need a Goal for your campaign.

If you include a Goal in your campaign, scroll to Do you want to automatically remove contacts if they meet one or more Goals? below your entry rule. By default, this area will be set to No. To change this, click Edit > select Yes.

Next, name your Goal accordingly. For example, if you plan to remove contacts when they make a follow-up purchase, name your Goal "Follow-Up Purchase." Once you type the name, click Enter on your keyboard to lock in the change.

Xplor Growth will first suggest several Quick Options conditions - these are commonly used conditions already set up for convenience. If you can't see the condition you want in this list or aren't sure what the best option is, click Custom Rule at the bottom to see our full-fledged list of conditions.

When in doubt, choose Custom Rule! This will give you access to the awesome conditions you can use to pull contacts out of your auto-campaign. Use the search bar to filter based on condition types. Depending on your booking software, the conditions may differ slightly from the image below.

Each condition has a series of drill-down options for you to customize. Let's use our Made a Purchase condition as an example. Again, depending on your booking software, the conditions may differ slightly from the image below.

When we select this condition, the condition is pre-set to be as general as possible. There is no timeframe, and the condition is not currently filtering on specific payment options, classes, or locations. This is great for capturing any contacts who make any purchase, at any time.

What if we want to be more specific and only remove contacts who have purchased a New Client 3 Class Pack since entering the campaign? Let's use our qualifier drill-down option to accomplish this!

Once you've finished customizing your Goal, click Save. You'll then see your Goal set up within the campaign.

There may be instances where you want to include multiple Goals in your auto-campaign. For example, you want to pull contacts out if they purchase OR make a future reservation. To add another Goal to your auto-campaign, click Add another Goal and follow the steps above for your new Goal.