Automation Walkthrough Part 3 - Convert Sales

Let's convert the prospect into a customer.

1. Drag a "Product purchased" goal onto the automation canvas to the right of the Sequence and give it a name.
   
    
2. Double-click the goal and set up the purchase goal. In this example, the goal is satisfied when someone purchases a specific service.
   
    
3. Click Save.
   
    
4. Your automation should look similar to this image below:
   
    
5. Connect the automation elements together. When you hover over a goal icon you will see a green arrow icon. Click the green arrow and drag it to the object to the right.
   
    
6. Publish the automation by clicking on the Publish button at the top right of the automation canvas.
   
    
7. The Automation Checklist will validate your automation and let you know what needs to be fixed before the final publish. Whenever you make changes to the automation, you need to publish your changes for them to go live.
   
    
8. After correcting any mistakes, click Publish again to go live with your automation. 
   

Congratulations! You just built your first basic campaign. Next, you may want to build more sophisticated automation and customize the look and feel of your web forms and emails.