Configuring goals

When configuring an A/B test, there are 6 steps you need to follow before you can start your campaign and make changes accessible to your users. Goal configuration is step 3 of the campaign configuration process. 

During this step, you will need to select a primary goal, which will serve as a point of reference for your campaign. You can also select several secondary goals, that can be tracked in the reporting of your campaign. You can select only goals that interest you, and only they will appear in your campaign report.

You can add or delete secondary goals down the line (in this case, they will be retroactive), but the main goal cannot be changed once it has been saved. However, the goals set in the editor (Click tracking, Action Tracking) are not retroactive. You have to configure them before launching your test.

Once goal setting is complete, you can run the QA process for your campaign via the QA step. Simply enable the QA mode option (for more on this, refer to Using the QA mode).

Displaying the goal configuration screen

To display the goal configuration screen, apply the following steps:

1. From the dashboard, click .
2. Click Goals.
   
   Or
   

1. Click  from the dashboard if you skipped step 3 during the campaign configuration process.
   
   
2. To add one or more goals, click Add Goal.

List of indicators

When you select an indicator, it becomes a goal.

You can select a primary indicator and as many secondary indicators among the following:

Category	Goal name	Comment
Action tracking	/	The Action tracking defined in the variation editor (step 2 of campaign configuration)
Page tracking	/	You can set up new URL goals directly from the Goal Setup screen.
Custom Tracking	/	/
Browsing indicator	Bounce rate	/
	Pages per session	/
	Revisit	/
Transaction	Transaction	These goals only appear if you have implemented the transaction tag on your website.
	Average cart
	Total revenue
	Revenue per visitor
	Average quantity
	Average item price

Implementation

Selecting a primary goal

The primary goal serves as a point of reference for the entire campaign and enables you to determine which variation takes precedence over the others.

To select an indicator that will become your primary goal, apply the following steps:

1. Click the category related to your goal:
   A list of indicators appears on the right-hand side.
2. Click the + icon to the right of the indicator you want to select:
   The goal is displayed in the right-hand pane as goal number 1 in the Primary goal category.

⚡	Once your goals have been saved and your campaign started, you may no longer modify or delete the primary goal of your campaign.

Selecting secondary goals

Secondary goals are measurements that you want to track, but the results of which don’t impact your campaign as much. You can add up to 49 secondary goals.

To select an indicator that will become a secondary goal, apply the following steps:

1. Click the category related to your goal:
   A list of indicators appears on the right-hand side.
2. Click the + icon to the right of the indicator you want to select:
   The goal appears in the Secondary goals category.
3. To add another goal, repeat this process. Indicators already selected are identified by a blue border.

To select all the criteria of a given category, click Select all.

Searching for an indicator

To search for an indicator, apply the following steps:

1. Click the search bar above the indicators.
2. Enter the word you want to search for.
3. Click the magnifying glass icon or hit Enter:

The relevant results are displayed.

Adding a secondary goal

Once your goals have been saved, you can add one or more secondary goals at any point.

To do this:

1. From the dashboard, click , then click Goal configuration.
2. Click the category related to your goal:
   A list of indicators appears on the right-hand side.
3. Click the + icon to the right of the indicator you want to select:
   The goal appears in the Secondary goals category.
4. To add another goal, repeat this process.

👍	You may only add a secondary goal if it is retroactive. Non-retroactive goals are grayed out and aren't clickable.

Deleting a secondary goal

Goals can be deleted.

To do this:

1. From the dashboard, click , then click Goal configuration.
2. Click the cross to the right of the goal you want to delete.

Viewing goals in the reporting feature

There are two possible scenarios:

• If you haven't configured any goals and you are accessing the new reporting layout for the first time, no goals will be displayed. You need to choose the goals you want to track on the goal configuration screen.
• If you have configured goals, only these will appear in the reporting feature.

To access the reporting feature, i.e. the campaign results, click  from the dashboard:
The reporting opens.

Related articles

New Reporting - Analysis tab

Using the QA mode