Information for: DEVELOPERS   PARTNERS

Creating and managing goals

A goal is an event in Personalization used to measure the effectiveness of a rule. A goal triggers 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, Personalization 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
  • The goal is tied to a rule
  • The rule triggered a decision within 72 hours for a given visitor
  • A goal was never before awarded for the rule to that visitor

For example, you can create an event Purchase, associated with a goal Purchased annual subscription, and 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.

Learning Services logo For a step-by-step video tutorial introducing you to Personalization, including creating goals, see Creating Personalized Experiences with Personalization.

Managing your goals

To manage your goals, or to make changes to your current goals, complete the following steps:

  1. Sign in to Personalization, and click the Personalize tab.
  2. From the left menu, click the Goals link.

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. Filter by selecting a Customer Site. Click Search to search.
  • Add: Add a new goal.
  • Edit: Select a goal name from the list of goals to change a current goal.
  • Delete: To delete a goal, click Delete next to the goal you want to remove.
  • Clone: To clone a goal, click Clone next to the goal you want to clone.

By default, the first rule created for a slot also creates a click-through goal, to ensure every slot with rules has at least one goal. The default click-through goal has a value of 1.

Adding new goals

To add a goal, complete the following steps:

  1. Sign in to Personalization, and click the Personalize tab.
  2. From the left menu, click the Goals link.
  3. Click the Add new goal link.
  4. Enter values for the following fields to provide details about the goal you want to create:
    • Goal Name: Enter a name for the goal, such as Purchased 1-year subscription. Click-through goals have a default name in the format [Rule name] Click-Through. If a rule exists with this name, the new rule will default to [Rule name] Click-through [rule UUID].
    • Goal ID (hidden by default): The field uses the machine name of the goal, based on the Goal Name you enter. To view the 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. It can also 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 may have the Purchased 1-year subscription goal value set to $50, and a different goal like Purchased monthly subscription set to $5.
  5. Under Customer Sites, the check box Apply Goal to all customer sites is selected by default. Clear the check box to select one or more customer websites to which to add the goal.
  6. To add an event to the goal, complete the following steps:
    1. In the Events section, in the Select customer site list, click the website you want to use.
    2. In the Select an event list, click an available event from the list. The list contains one or more events which can be associated with a goal. If an event triggers, the Personalization service will examine all the matching goals and then decide if a corresponding rule was triggered to display a piece of content to a user.
    3. Click Add.
  7. Click Save to save your new goal.

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