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What are Auto-Campaign Goals?

The Goals should align with the business objective of the campaign. This determines what action the client takes to leave the campaign.

Deirdre Horan avatar
Written by Deirdre Horan
Updated over a month ago

Your Goal determines when a client is pulled out of a campaign. This is the opposite of an entry rule which pulls clients into a campaign. Selecting the appropriate Goal for your auto-campaign is key for two reasons:

  • Ensure contacts stop receiving communications from that campaign when they have taken the desired action.

  • To accurately track conversion data and provide visibility to the efficacy of your campaign, messaging, and any relevant offers.

Some common Goals are:

  • Making a follow-up purchase

  • Becoming a member

  • Making a reservation

  • Taking a class

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.


Adding a Goal

If you want to 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.


Selecting your Goal Condition

Your Goal Conditions will determine who exits the campaign. There are 20+ conditions so you use the search or filters to find the ones needed.


Customizing your Goal Condition

Each Goal Condition has a series of drill-down options. This allows you to get specific who you are targeting to exit your Campaign. Each Condition can be drilled down with its unique filters.

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


Using Multiple Goals

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.


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