Goals Overview

Overview

Goals help you measure how your flows are influencing user behaviors - including activation moments, feature adoption, upgrades, and more.

The main two use cases for using Goals are:

1. Tracking the optimal result or specific action you want a user to take after viewing a flow.
2. Tracking users that achieved an Event or a change in user property criteria required to meet your desired outcome
   
   
   

Why measure goal adoption?

Identifying the key features that make your product more sticky helps in setting a clear path of where you need to drive your users. This is extremely helpful when it comes to increasing user retention and identifying whether or not the desired feature is providing value. Simply, high adoption numbers mean that your product has promise.

Pro-tip: When setting goals, remember to think about why (what’s the overall objective), how (how do you actually meet that goal), and what (what outcome are you going to deliver).

How do Goals work?

Once a goal is created and enabled, it will track every user that achieved the goal for the first time. 
If a goal is connected to a specific flow, it will begin tracking and reporting on how many of your users that saw the Flow also completed the Goal and a list of these users will be displayed. 

Goals Dashboard

This dashboard displays the following statistics:

• Time period - Displays the data of when users met the goal criteria for the first time within the selected time frame.
• Segment - Filter data based on the selected user segment
• Company - Filter data on a company level
• Key Statistics 
  • Active Goals — The number of goals that are enabled and tracking data live.
  • Active Users — The number of unique users who were seen(active) within the selected time period and segment 
  • Active Companies — The number of companies that were seen(active) within the selected time period
• Performance
• Goal Details

Performance

To see a view of the top 5 goals you can filter the goals that are most completed from the performance section. You can also filter the least completed, and recently created goals.

Details

Here is where you will find the list of goals that were created in total. You can filter them by status: Active, Paused, or Draft.
As well as arranging the columns of the table and downloading a CSV file of the list

Key Statistics 

• Unique users — The number of goals that are enabled and tracking data live.
• Last completed— Displays when the goal was last completed
• Linked content –– 1 indicates that the goal is linked to a flow or checklist, and 0 indicates that it isn't.
• Goal creation details -– Created time, Created by, Last updated, Updated by.

By clicking on the three dots next to a goal, you can View, Archive, or Duplicate a specific goal

Now, let's create a goal and see how tracked data will appear!

If you have any more specific questions please reach out to us at support@userpilot.co