Campaign Goals

Articles

A List of Available Campaign Goals
There are many different Goals to choose from. Each goal is briefly described below. Goals initiated automatically by the Contact... Submits a web form - Web forms are either hosted on your website, or by Infusionsoft. When a web form is s...
 Create A Web Form
  Click and drag a web form goal onto the campaign canvas.   Name the goal and click Save. Now, double-click the goal to configure the web form.   To access all of the available fields for a form, click the Field Snip...
Make Better Web Forms
Guest Author:  Edward Bell Client Success Manager & On-boarding Coach Launch Business Automation Web forms are often overlooked or oversimplified because they’re ‘necessary’. But getting them right can mean ...
Create an Effective Landing Page
Guest Author:  Jason Benedict Infusionsoft Certified Partner Automation Agency Let’s first start by defining what a landing page is. A landing page is a web page that is published online and should be used to serve a s...
 Create A Tag Goal
  Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of a campaign sequence or be manually updated by an Infusionsoft user. Tags can be applied to individual contact records or through a...
 Create a Link Click Goal
  The links you add to campaign sequence emails can be selected as goal methods. They are used to engage the reader, gauge their interest level, and can be used to transition them from one campaign sequence to another. All of the email lin...
 Create A Note Template Goal
  Notes are manually added to a contact history to document a specific interaction. Notes include a date stamp as well as a description of the interaction that took place. A note might be added to a contact after an interaction such as a p...
 Create An Internal Form Goal
  An internal form gives you the ability to submit a form on behalf of someone else. Users of your Infusionsoft application can quickly and effectively collect and update contact information using an internal form. Internal forms help auto...
 Create A Task Completion Goal
  Tasks that you add to a campaign sequence can be used to satisfy a task completion goal. Once all the required tasks are complete, the goal is satisfied and the campaign will continue. The task completion goal must be preceded by at leas...
 Create An Online Purchase Goal
  Purchases are tracked when a prospect or customer buys through an Infusionsoft order form, the shopping cart or upon successful payment for orders created through the API . Pro Tip!  A purchase goal can be satisfied by a gen...
 Create An Opportunity Stage Move Goal
  Opportunity stages represent milestones in a sales process and track prospect progression. Sales reps manually update opportunity sales stages based on their personal interaction with prospects. Some of these sales stages may satisfy a c...
 Create A Reaches A Score Goal
  You can configure your campaign to take action when a contact's lead score increases or decreases to a specific number. Once the score has been reached, the goal is satisfied and the campaign will continue. Drag the Lead Score Achi...
Create A Web Page Automation Goal
You can trigger campaign automation when an existing contact visits a specific page on your website. After a contact performs one of the following actions, a tracking cookie is placed in their browser: Clicks a link in an email Submits a hosted o...
Create An API Goal
API Goals in campaign builder are ways to connect your app integrations to your campaign sequences. Configure your API goal, then connect the goal to a sequence. For an example, check out how to create custom API goals when using the BigCommerce int...