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Step 3: Define Goal(s) for User Journey

Overview

This article will list out the steps to configure Goal(s) that needs to achieved by a User for whom the Journey is activated. 

Introduction

Goals let you define the positive behaviour that is ideally desired by enlisting a User in a journey. 

As soon as a rule defined for the Goal is met, all matching users are tagged as 'Goal Achieved' immediately.

Depending on value of 'Exit' criteria for Goal in 'Exit' tab, CustomerSuccessBox will either:

  • Check for Goal match, mark a matching user as 'Goal Achieved', and proceed with the next set of actions for the User.
  • Check for Goal match, mark a user as 'Goal Achieved', and exit Journey immediately.

Defining Goal(s)

Click on 'Set Now' in the Goals tab to start defining Goals that need to be achieved by Users in a Journey. Refer to the image below for more details.  

You will be able to select multiple Properties and criteria for each Property that needs to fulfilled or not fulfilled for the Goal to be achieved . Click on 'Save' once you have selected all the Properties and the related criteria. 

Click Save to save your Goal(s) defined

Properties and associated criteria

The different Properties and the associated operators and criteria that can be used to define Goals are listed in the table below

Property
Operator
Criteria Selection
Tracked at
Documentation
Segment
  • Has met
  • Has not met
User Segment
User Level
User Segments
Milestone
  • Has met
  • Has not met
Product Adoption Milestone
Account Level
Milestones
Playbook
  • Active in
  • Has never been enrolled
  • Has completed
  • Is overdue
Playbook
Account Level
Playbooks
Outcomes
  • Has met
  • Has not met
Outcome
Account Level
Outcomes
Account
  • More than/less than/equal to
  • Contains/does not Contain
  • In/Between/ Before/After
  • MRR
  • Amount
  • Created on
  • Next Billing on
  • Licenses
  • Stage
  • Status
Account Level
NA
Teams
  • Equal to
  • Not equal to
  • Customer Success Manager
  • Sales Manager
Account Level
NA
Account Custom Attributes
  • More than/less than/equal to
  • Contains/does not Contain
  • In/Between/ Before/After
Account Custom Attributes
Account Level
Account Custom Attributes
Users
  • More than/less than/equal to
  • Contains/does not Contain
  • In/Between/ Before/After
  • Role
  • Last Active Date
  • Created on
User Level
NA
User Custom Attributes
  • More than/less than/equal to
  • Contains/does not Contain
  • In/Between/ Before/After
User Custom Attributes
User Level
User Custom Attributes

Saving Goals

Click Save & Next to save the Goals configured and start defining the Exit Criteria that to complete the Journey for a eligible user

Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point-of-contact for any queries or assistance. You may also,

  1. Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat icon in left side navigation bar
  2. Create a conversation from here
  3. Send an email to support@customersuccessbox.com


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User Journeys: Getting Started
Step 1: Define Entry Enrollment criteria
Step 2: Define Action(s)
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Step 4: Define Exit Criteria
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  1. Pervez

  2. Posted
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