Goals
Goals allow track success against key campaign milestones across multiple campaigns.
For example, when running a get out the vote operation for a ballot, you can track who has told you they have voted across all your campaigns. So whether a member says they voted in a phone bank, sms, WhatsApp or through external activity, they can be counted and excluded from further ballot comms easily.
When running multiple campaigns across channels, it can be tricky to keep track of vital information on who has completed a goal like voting in a ballot. You may be collecting information across phone campaigns, surveys, or peer to peer conversations.
Create a single goal you can track across your campaigns. You simply set up you goal, set your milestones and assign campaigns and question answers to a goal. This way, you can keep track of performance against the goal and create audiences to target everyone who has or hasn't completed that goal.
Step 1: Set up a goal
To set up a goal go to the settings tab and click on manage goals. Click the create a goal button on the top right.
Next, name your goal. You can also choose to add an end date for the goal to help you keep track across a specific timeframe.
Step 2: Assign campaigns and questions answers to a goal
When creating SMS/WhatsApp surveys, SMS/WhatsApp peer to peer conversation and phone campaigns, you will have the option to assign the campaign to a goal. In the goal section of the campaign click add and select the goal from the drop down box.
For phone campaigns and SMS or WhatsApp surveys with scripts, you can assign specific answers to the goal. Assigning to goal means if someone gives this answer they have completed the goal. When setting up your script check the box "Completed the goal for..." next to this answer.
For SMS and WhatsApp peer to peer conversations where there is no script, a button with the goal label will appear on the users screen during the session. At any point in the SMS conversation the user can click the button to record the person they are texting has completed the goal.
Step 3: Keep track of performance
In the goals tab under campaigns you can see how many people have met the goal tracked against time and quickly view the campaigns under each goal.
If you are logged in to a national organisation you will see performance across all areas. If you are logged in to a regional organisation, branch or workplace you will see the goal completions within your area or organisation.
Step 4: Use goal data to target or exclude everyone who has completed the goal.
Using the goal as a search criteria allows you to easily create audiences including or excluding people who have met the goal across any campaign within the goal. For example your get out the vote comms can exclude everyone who has already voted using a single search criteria.
To include everyone who has completed the goal select the completed goal search filter, select the the goal.
To exclude everyone who has completed the goal, first select add exclude group and then add the completed goal filter to the group and select the goal.