Campaign Goals

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A list of available Campaign Goals
There are many different Goals to choose from. Each goal is briefly described below. Goals initiated automatically by the Contact... Submits a web form - Web forms are either hosted on your website, or by Infusionsoft. When a web form is s...
 Create a web form
Click and drag a web form goal onto the campaign canvas. Type the Goal Name where the text is highlighted . Now, double-click the goal to configure the web form.   To access all of the available fields for a form, click the Field S...
Make better web forms
Guest Author:  Edward Bell Client Success Manager & On-boarding Coach Launch Business Automation Web forms are often overlooked or oversimplified because they’re ‘necessary’. But getting them right can mean ...
 Create a Tag Goal
Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of a campaign sequence or be manually updated by an Infusionsoft user. Tags can be applied to individual contact records or through a batch actio...
 Create a Link Click Goal
  The links you add to campaign sequence emails can be selected as goal methods. They are used to engage the reader, gauge their interest level, and can be used to transition them from one campaign sequence to another. All of the email lin...
Create a Note Template Goal Updated
A note template is used to record a personal interaction or event related to an individual contact record. Note templates save time by reducing or eliminating manual follow-up changes. Note templates can also be used to initiate automation in Ca...
 Create an Internal Form Goal
An internal form gives you the ability to submit a form on behalf of someone else. Users of your Infusionsoft application can quickly and effectively collect and update contact information using an internal form. Internal forms help automate interna...
 Create a Task Completion Goal
Tasks that you add to a campaign sequence can be used to satisfy a task completion goal. Once all the required tasks are complete, the goal is satisfied and the campaign will continue. The task completion goal must be preceded by at least one campai...
 Create a purchase goal
Purchases are tracked when a prospect or customer buys through an manual order, order form, shopping cart or upon successful payment for orders created through the API . Pro Tip!  A purchase goal can be satisfied by a general purchase...
 Create an Opportunity Stage Move Goal
Opportunity stages represent milestones in a sales process and track prospect progression. Sales reps manually update opportunity sales stages based on their personal interaction with prospects. Some of these sales stages may satisfy a campaign goal...
 Create a reaches a Score Goal
You can configure your campaign to take action when a contact's lead score increases or decreases to a specific number. Once the score has been reached, the goal is satisfied and the campaign will continue. Drag the Lead Score Achieved goal to...
Create a web page Automation Goal
You can trigger campaign automation when an existing contact visits a specific page on your website. After a contact performs one of the following actions, a tracking cookie is placed in their browser: Clicks a link in an email Submits a hosted o...
Create an API Goal
API Goals in campaign builder are ways to connect your app integrations to your campaign sequences. Configure your API goal, then connect the goal to a sequence. For an example, check out how to create custom API goals when using the BigCommerce int...
Creating a web form with Firefox
With the Java 8.0 upgrade, the Web Form builder is not longer compatible Firefox.  You have two options: Option 1:   Click here to download Chrome Option 2: Click here to learn how to create a Landing page to use as a Web Form.&n...
Create a quote goal
When a quote is: Sent = quote email is sent Viewed = quote is viewed online Declined = quote is declined Accepted (Payment options unavailable) = accepted with no payment required Accepted (Payment options available, will pay later) = accepted...
Email Open Goal
The Email Open Goal lets you tailor messages to your most engaged contacts. Drag the Email Open Goal onto the campaign to the right of a sequence Double-click on the Email Open Goal to set it up Choose whether all or any of the emails must be op...