How to Set Up Goals in ActiveCampaign
Here’s a step by step tutorial on how to set up goals in ActiveCampaign:
- Click 'Automations' on the left menu.
- Click 'Edit' for the automation you want to edit.
- Click the '+' icon to add your goal.
- Click 'Conditions and Workflow'.
- Click the 'Goal' option.
- Use the segment builder to set your Goal conditions.
- Click the 'And when this goal is' dropdown.
- Select either 'Below the contact's position' or 'Anywhere'.
- Click the 'If the contact does not meet goal conditions' dropdown and choose an option.
- This determines the action contacts will take when encountering this action in your automation but do not meet the goal conditions.
- This option is available on Marketing Professional and Marketing Enterprise plans only.
- Click the 'Save' button.
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