Goals provide a snapshot of how a specific part of your marketing is performing. How a goal performs can be used to measure the effectiveness of your automations.
The Goal Overview report provides data on the performance of any goal set up in your automations. You can use this report to see how many contacts achieved your goal and how successful your goals are at-a-glance.
With this report, you will be able to:
- View Goal performance metrics, including number of contacts who achieved the Goal and Completion Rate
- Take individual action on the contacts, including send a 1:1 email or add them to a deal
- Export the Data into a CSV file
How to access the Goal Overview report
To access the Goal Overview report, follow these steps:
- Click “Reports” located in the left menu.
- Click "Automations."
- Click “Goal Overview.”
Or
- Click "Automations" located in the left menu.
- Under "Reports," click "Goal Overview."
The Goal Overview will load all goals created in your ActiveCampaign account along with the date created and Success bar.
Information included in the Goal Overview report
The Goal Overview report will include the following information:
-
Name
Name of the Goal. -
Created
Date the Goal was created. -
Success
Percentage of the total times the goal was achieved/number of contacts in the automation. Note that if a contact achieves the goal more than once, each instance will be counted. It is not possible to remove multiples from the report.
The search bar allows you to search for specific goals. Type in the name or part of the name of a goal and information will be filtered in the list below.
Clicking the name of a goal will redirect you to the Individual Goal report for that goal.
Hovering over the Success bar will reveal the Success figures.
Information included in the Individual Goal reports
The Individual Goal report will include the following information:
-
Performing Goal
Shows how this specific Goal ranks based on Completion Rate relative to other Goals that exist within the given automation. -
Completion Rate
Percentage of contacts who met the Goal criteria while in automation. -
Completion Rate in the last 30 days
Shows how much the Completion Rate has increased or decreased within the last 30 days. -
Average Time until completion
The average time it takes a given contact entering the automation to complete the Goal (match the Goal criteria).
Clicking the "Completion Status” dropdown next to the search bar will allow you to filter the table with:
- Any
- Complete
- Incomplete
The search bar allows you to search for specific contacts. Type in information that is relevant to the Contact and the information will be filtered in the chart below.
Table
By default the table will have the following contact fields:
- Full Name
- Location
-
Goal Completion
Shows if the contact completed the goal. Red for No and Green for Yes.
You can adjust the available fields in the table by clicking the gear icon to the right. Click the field to add or remove the green check mark to add or remove the fields in the table.
Additional available table fields:
- Avatar
- First Name
- Last Name
- Date Created
- Social
- Phone
- Organization (Account)
- All Custom Contact Fields
You can sort the columns by clicking the name of contact field. This lets you adjust by ascending or descending order.
Action Dropdown
Clicking the dropdown on the far right will allow you take specific action on the related contact:
-
Email Send
This action allows you to send a 1:1 email from the contact record. -
Add a Deal
This action allows you to add a new deal to the contact. -
Add a Task
This action allows you to add a task to the contact from the contact record. -
Add a Note
This action allows you to add a note on the contact record.
Adjust Rows
At the bottom right you can adjust the amount of contacts you view on the table to 10, 20, 50, and 100.
Exporting Individual Goal reports
To export the the Individual Goal reports, follow these steps:
1. Click “Export” at the top right.
2. A download will automatically start.
Note that you can only export Individual Goal reports. It is not possible to export the list in the main Goal Overview report.