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Step 3: Define Goal(s) for Account Journey

Overview

This article will list out the steps to configure Goal(s) that need to be achieved by the Account for whom the Journey is activated. 

Introduction

Goals let you define the positive behaviour that is ideally desired by enlisting an Account in the Journey. 

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

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

  • Check for Goal match, mark a matching Account as 'Goal Achieved', and proceed with the next set of actions for the Account

  • Check for Goal match, mark the Account 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 Accounts in a Journey. Refer to the image below for more details.  

Select Criteria for Goal(s)

You will be able to select multiple Properties and the criteria for each Property that needs to be fulfilled or not fulfilled for the Goal to be achieved.


Click on 'Save' once you have selected all the Properties and the related criteria 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


Documentation

Account Segment

  • Has met

  • Has not met

Account Segment

Account Segments

Account Milestone

  • Has met

  • Has not met

Product Adoption Milestone

Milestones

Account Playbook

  • Active in

  • Has never been enrolled

  • Has completed

  • Is overdue

Playbook

Playbooks

Account Outcomes

  • Has met

  • Has not met

Outcome

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

NA

Subscriptions

  • More than/less than/equal to

  • Contains/does not Contain

  • In/Between/ Before/After

  • Status

  • Amount

  • MRR

  • Product Name

  • Plan Name

  • Plan Quantity

  • Plan Unit Price

  • Activated On

  • Cancelled On

  • Created On

  • Next Billing On

  • Subscription Ends On

  • Subscription Start On

  • Trial Ends On

  • Trial Start On

NA

Teams

  • Equal to

  • Not equal to

  • Customer Success Manager

  • Sales Manager

NA

Account Custom Attributes

  • More than/less than/equal to

  • Contains/does not Contain

  • In/Between/ Before/After

Account Custom Attributes

Account Custom Attributes

Saving Goals

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

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 the left side navigation bar

  2. Create a conversation from here

  3. Send an email to support@customersuccessbox.com

 

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Account Journeys: Getting Started

Step 1: Define Entry Enrollment criteria

Step 2: Define Action(s)

NEXT

Step 4: Define Exit Criteria




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  1. Anu Dudhat

  2. Posted
  3. Updated

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