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

Some common Goals are:

Not all automations 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 automation.

If you want to include a Goal in your automation, 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.

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

Each Goal Condition has a series of drill-down options. This allows you to get specific 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.

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.