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Introducing Goals: The Easiest Way to Highlight the Metrics Your Clients Care About

When working with a client, it’s essential to clearly define goals and set performance targets.

With the new Goals widget, you can easily showcase how your marketing efforts come together to help your clients succeed.

Our Enterprise users can now use Goals to create targets specific to each client, building transparency and reducing churn.

Let's dig in to see how to set this all up!

Creating a Goal

The first step to creating your Goal is to head over to the Goals tab in your campaign's settings area.

Step 1: Navigate to the goals area

Next, fill out the Name, Interval, and Description.

The Metric area is where all the fun happens. Pick from the list of integrations, choose the metric you want to set a goal around, and then choose the operator (such as less than, equal to, or greater than).

Step 2: Select a metric for your goal

Voila - your Goal is now created and ready to use in your dashboards and reports!

Use these goals to track advertising conversions, phone calls, or even pace the PPC budget for your clients' campaigns!

Adding Your Goal To A Dashboard or Report

To add the new Goal widget to your dashboard or report, open up the respective editor.

From there, you can add a widget as normal, select Misc and then Goal.

Add a goal widget to your dashboard or report

Your widget then appears, either displaying a red or green bar - depending on whether you're on or off track!

Combine with Custom Metrics

While not available yet, you will soon be able to set a goal for a Custom Metric that you created yourself. If you missed it, we released Custom Metrics for our Enterprise customers earlier this month!

Stay tuned for more functional and aesthetic updates to our platform in the coming months!

Written by

Alex Girardi

Alex is in product marketing, pushing the great work from the engineering team out into the world. When he's not marketing, he's probably rock climbing or researching the latest eCommerce trends!

Read more posts by Alex Girardi ›

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