Intro to Goals

Introduction

Goals are used to measure how often users complete specific actions. They represent important events on your website that contributes to the success of your business. Common examples of goals are:

  • Form submission
  • Adding a product to the cart
  • Completing a purchase
  • Widget conversion
  • Downloading whitepapers/guides
  • Gave Consent

Using and defining goals is a fundamental component of any digital marketing plan because they help you see what's working and what's not. They also help you to segment your visitors.

Having properly configured goals allows Triggerbee to provide you with critical information, such as the number of conversions and the conversion rate for your website. Without this information, it's almost impossible to evaluate the effectiveness of your business online and marketing campaigns.


How to use Goals in Triggerbee

Besides measuring the success of your website, goals are a critical part of getting the most out of Triggerbee.

Triggerbee uses Goals to: 

  1. Trigger automatic workflows
  2. Target Widgets for specific audiences
  3. Create filters in your visitor list and your People contact database
  4. Highlight important sessions on your visitor list

You can control almost everything in Triggerbee with Goals, so it's very important that you learn how to use them and work with them.

Different types of goals

All goals have the same visual appearance in Triggerbee. To indicate that a goal has been fulfilled, the visitor will get a badge for each goal. Together with the badge, is the name of the goal.

However, they can come from a different type of events. Some goals are automatic, and some can be defined through their URL, but if you want to log more advanced events you will need to use JavaScript.

Note: We strongly recommend to use Google Tag Manager or similar to set up goals.
If you don't have that possibility, have your developers read these guides about Logging Goals with Javascript and Tracking eCommerce events

Goal

Type

Comment

Widget conversion Automatic As soon as you have created and published a widget, a goal will automatically be created. All Widget goals are called Widget: [Name of your Widget]
Video view Automatic Upon activating the Youtube and Vimeo apps, Triggerbee will set a goal whenever a user watches 100% of an embedded video.
Gave Consent Automatic/JavaScript If you're using Triggerbee Consent, a goal called "Gave Consent" will automatically be logged when a user converts in a Widget and ticks the consent checkbox. If not, consent can be logged through Javascript
Page view URL Goal A URL Goal is set when a user visits a certain page on your website.
Form submission JavaScript If you have a non-Triggerbee form on your website, you need to use javascript to log form submissions as goals. Useful if you want to track event registrations, signup forms or login forms.
Button click JavaScript Button click goals are useful when you want to track when users add products to their shopping cart or if you have an important CTA on a landing page.
Added product to cart JavaScript Use button click tracking for setting goals when products are added to the cart.
Completed purchase JavaScript Tracking completed purchases should ALWAYS be done with javascript if possible, when the user clicks on the very last button in your checkout process (ex. "Complete purchase").


To get going with Goals

The following resources will help you set up goals and start to track your online success.

  1. Setting up your first Goal
  2. Setting up eCommerce Goals (non-developer version)
  3. Advanced: eCommerce Goals (developer-friendly)
  4. Tracking Goals with JavaScript
  5. Tracking Form Submissions with Goals
  6. Tracking Goals with Google Tag Manager
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