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 general purchase, the purchase of a specific product, or the purchase of a particular category of product. If you process manual orders, you will need to use an alternative goal method , like an opportunity stage move or a note.

  1. Click and drag a goal onto the campaign canvas.


     
  2. Name the Product Purchased goal.

  3. Double-click on the goal.

  4. Select the purchase option that satisfies the goal.
    • Any Purchase: This option allows you to update a contact's campaign sequence when they make any kind of purchase. This is a good option for companies that send generic customer follow-up that is not related to a specific product or category of products.
    • Specific Product Purchase: This option allows you to send product-specific communications, which can be used to help the customer maximize the value they receive from the product and / or to upsell additional products to them.
    • Product in a Specific Category Purchase: This option allows you to send customer communications based on a specific category of interest (e.g. live event promotions to people who like to attend seminars.)


  5. Click on the Save button to apply the purchase option that satisfies the goal.
     
  6. Don't forget to publish your changes when you are ready to go live.
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