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... Web Form Submitted - Web forms are either hosted on your website, or by Infusionsoft. When a web form is s...
Create a web form
Pro-Tip! Whenever you make changes to a web form (or any other item) in a published campaign, you need to re-publish the campaign for your changes to go into effect. Click and drag a  Web Form Submitted goal onto the campaign canvas....
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 an Email Link clicked 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 Applied goal
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 submitted 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 completed 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 Product purchased 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 Tips!  A purchase goal can be satisfied by a general purchase...
 Create an Opportunity stage moved 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 Lead Score achieved 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...
Create a Quote status goal
A Quote status goal can be achieved 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 a...
Email Opened goal
With Infusionsoft’s Email Opened goal, you can respond when someone opens your email, not just when they click on a link. This ensures you are sending the right communication at the time they engage with your email content. Drag ...
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 failed purchase goal
Follow up on those incomplete purchases. Now you can create a sequence that lets you trigger automation based on a failed purchase. You can set up the sequence to immediately send an email, apply a tag, or run other automation.
 Campaign Goal - Create an Order
Automating the creation of an order can help you save more time in your sales process. The automation is built by creating a sequence in the Campaign Builder that allows for an order to be created and invoiced automatically based on a goal or trigger that you configure. Setting up this automation frees up time from having to manually create purchase orders for clients.