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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. Anu Dudhat

  2. Posted
  3. Updated

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