Skip to main content

What are automation goals?

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

Jessica Speer avatar
Written by Jessica Speer
Updated over a month ago

A goal defines when a client is removed from an automation, the opposite of an entry rule, which brings them in. Choosing the right goal matters because it:

  • Ensures clients stop receiving messages once they’ve completed the desired action

  • Tracks conversions accurately, giving insight into how well your automation, messaging, and offers are performing

Common Goals include:

  • Making a follow-up purchase

  • Becoming a member

  • Making a reservation

  • Taking a class

Not every automation needs a goal. For example, if you send a single welcome text after a client’s first class, you’re engaging them rather than driving a specific action, so no goal is needed.

Adding a Goal

If you want to include a Goal in your automation, go to When should they exit the automation > Add Automation Goal.

Alternate Exit Rules

Alternate Exit Rules allow you to remove customers from automations, but they didn't meet the existing goal. By separating exit criteria and goal criteria, you can get a clearer picture of what’s driving results and better evaluate your marketing efforts. Some examples include:

  • The customer purchased an upsell product

  • User Tag was added to their account

Click Add Alternate Exit Rules to configure. Alternate Exit Rules and Goals are built the same way.

Selecting your Goal Condition

Your goal conditions will determine who exits the automation.

Customizing your Goal Condition

Each Goal Condition has a series of drill-down options. This allows you to get specific about who you are targeting to exit your automation. 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 automation.

Goal Name

Click the pencil icon next to the Goal to name it. For example, if contacts exit the automation after a follow-up purchase, name it “Follow-Up Purchase.” Press Enter to save the change.

Using Multiple Goals

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

Editing, Adding, or Removing Goals

Editing a goal after an automation has started will not affect contacts who have already met that goal. Moving forward, it will only remove contacts who meet the updated goal.
​
​Adding a new goal does not affect the contacts who have already met other goals. Once you restart an automation with a new goal, the next time that automation processes all of the contacts who meet the new goal will be removed.
​
​Removing a goal will not affect contacts who have already met that goal. It will simply stop removing contacts in the automation.

Did this answer your question?