Creating and managing goals

A goal is an event in Acquia Lift that is used to measure the effectiveness of a rule. A goal is triggered when a decision from a rule, which shows a particular piece of content, results in an event. Events can include actions such as a user completing a form, landing on a page, clicking on a page element, or purchasing an item.

To create a goal, Acquia Lift determines each new inbound event's eligibility to be a goal. A goal is created when the following set of conditions is met:

  • The event is associated with a goal
  • That goal is tied to a rule
  • That rule triggered a decision within 72 hours for a given visitor
  • A goal has not been previously awarded for the rule to that visitor

For example, you can create an event Purchase, which is associated with a goal Purchased annual subscription, which is tied to a rule where a user is shown content intended to convince them to make a purchase. The goal is met if the user makes the purchase within 72 hours.

The goals are then used in reporting to help you understand which content variations perform better than others.

Managing your goals

To manage your goals, or to make changes to your current goals, sign in to the Profile Manager interface, and then click the Goals tab.

The Goals page displays options for actions you can take with your available goals.

  • Find - Enter your search criteria in the Find Goals text field. This can be filtered by selecting a Customer Site. Click Find to search.
  • Add - Add a new goal.
  • Edit - Select Edit to change a current goal.
  • Delete - To delete a goal, click Delete next to the goal you want to remove.

By default, the first rule created for a slot automatically creates a click-through goal, so there will always be at least one goal for every slot with rules. This click-through goal has a value of 1.

Adding new goals

To add a goal, complete the following steps:

  1. Sign in to the Profile Manager interface, and then click the Goals tab.
  2. Click the Add new goal link.
  3. Enter values for the following fields to provide details about the goal that you want to create::
    • Goal Name - Enter a name for the goal, such as Purchased 1-year subscription.
    • Goal ID (hidden by default) - This field contains the machine name of the goal, which is based on the Goal Name that you enter. To view this field and make changes to the default Goal ID, click the Edit Goal ID link.
    • Description - Enter a brief explanation of the goal, such as Purchased 1-year subscription for service.
    • Value - Enter the value attributed to the goal, which can be used to designate the relative weight of one goal to another. Alternatively, this can be used to directly track the dollar ($) value of the goal. This dollar value can be passed dynamically, using the goal’s associated event. For example, you could have the Purchased 1-year subscription goal value set to $50, and a different goal like Purchased monthly subscription set to $5.
  4. In the Customer Sites list, select one or more customer sites to which to add the goal. By default, the Apply Goal to all customer sites check box is selected. Clear this check box to apply the goal to only the customer sites that you have selected.
  5. To add an event to the goal, complete the following steps:
    1. In the Events section, in the Select customer site list, click the site that you want to use.
    2. In the Select an event list, click an available event from the list. This list contains one or more events that can be associated with a goal. If an event is triggered, the Acquia Lift service will examine all of the matching goals and then determine if a corresponding rule was triggered to show a piece of content to a user.
    3. Click Add.
  6. Click Save to save your new goal.

Rules are associated with goals in Profile Manager. After you have added goals to the rules that you created, you have all of the necessary elements to provide customized experiences for your users and track their responses.

Contact supportStill need assistance? Contact Acquia Support