Umbraco Engage
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13.latest (LTS)
13.latest (LTS)
  • Umbraco Engage Documentation
  • Release Notes
  • Support
  • Installation
    • System Requirements
    • Installation
    • Licensing
    • Verify your Engage installation
  • Upgrading
    • Upgrade Umbraco Engage
    • Version specific Upgrade Notes
    • Migrate from uMarketingSuite
  • Getting Started
    • Getting Started
    • For Marketers and Editors
      • Cockpit
      • Marketing Resources
    • For Developers
      • Infrastructure sizing
      • Load Balancing and CM/CD Environments
      • Content Delivery Network recommendations
      • Cockpit
      • Content Security Policy nonce configuration
      • Troubleshooting installations
  • Marketers and Editors
    • Introduction
      • The Umbraco Engage Section
      • Content Apps
      • The Umbraco Engage Cookie
    • Analytics
      • What is measured by default
      • Client-side Events
      • Types Of Clients
      • Campaigns
      • Device Type
      • Location
      • Referral Traffic
      • Forms
      • Videos
      • Scroll Heatmap
      • Google Analytics vs Umbraco Engage
      • Search Terms
    • A/B Testing
      • What is A/B testing
      • Types of A/B Tests
        • Single-page A/B Test
        • Multiple Pages Test
        • Document Type Test
        • Split URL Test
      • Setting up the A/B Test
      • Previewing an A/B Test
      • Monitor the A/B Test
      • A/B Test Distribution Algorithm
      • Front end Rendering
      • Finish an A/B Test
    • Personalization
      • Creating a Segment
      • Setting up Personalization
      • Cockpit Insights
      • Implicit and Explicit Personalization
        • Setting up the customer journey
        • Personas
        • Implicit Personalization scoring explained
        • Content Scoring
        • Campaign Scoring
        • Referral Scoring
    • Profiling
      • Profile detail
      • External profile data
    • Reporting
    • Settings
      • Goals
      • IP Filtering
      • Configuration
      • Permissions
  • Developers
    • Introduction
      • Dataflow Pipeline
        • Data Collection
        • Data Storage
        • Data Parsing
        • Reporting
      • The Umbraco Engage Cookie
        • Module Permissions
      • Performance
    • Analytics
      • Request tracking
      • Bot detection
      • Capture location data
      • Extending forms
      • Video tracking
      • Scroll Heatmap
      • Client-side events
        • Additional measurements with analytics scripts
        • Bridging Library for Google Analytics
        • Bridging Library for Google Tag Manager
        • Google Analytics Blocker Detection
        • Create your own events
      • Extending Analytics
        • Getting the Correct IP Address
        • Sending data to the GTM Datalayer
    • A/B testing
      • Retrieving A/B test variants in C#
    • Personalization
      • Implement your own segment parameters
      • Retrieve segment information from code
      • Add custom scoring
    • Profiling
      • External Profile Data
    • Reporting
    • Settings
      • Custom goals scoring
      • Configuration
    • Headless
      • Using the Engage API
      • Headless Example
  • Security and Privacy
    • Security and privacy
    • Retention periods of data
    • Anonymization
    • GDPR & EU regulation
      • How to become GDPR compliant using cookiebot
    • How it works
  • Tutorials
    • Overview
    • How to Get Started with Personalization
    • How to Create a Persona
    • Create a Personalized Popup in 5 minutes
    • How to set up an A/B Test
    • Marketing Resources
      • Generic Topbar Template
      • Generic Popup Template
      • Generic Exit Intent Popup Template
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  1. Marketers and Editors
  2. Settings

Goals

Learn how to set up and implement goals to effectively measure the success of your optimization strategies.

PreviousSettingsNextIP Filtering

Last updated 5 months ago

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Goals are important in Umbraco Engage. Without goals you cannot determine whether your optimization strategy through or really works.

A/B Testing and/or Personalization is never the goal. The goal is to increase your goals which can be achieved by personalization or A/B testing.

In the Goals menu, you can set up goals and specify their value.

You have a complete overview of all of the goals that are currently set:

From this page, you can edit existing goals or set up new goals.

Setting up a new goal

When you click on Create new goal you can set up a new goal. You have to give it a name and an optional goal value.

You can specify whether it is a micro or macro goal.

  • A macro goal should be used for the "bigger things" in your website like a purchase or filling in a contact form.

  • Micro goals are smaller / less important things like "Reaching the contact page" or "Clicking open a FAQ". These micro goals should eventually contribute to macro goals.

In Umbraco Engage, we always keep track of the macro goals, for example during A/B tests. Perhaps your micro goal is increased, but it hurts your macro goal. In that case, Umbraco Engage will give you a warning.

You can specify whether you want to increase or decrease the goal. Most of the time you want to increase your goal. Other times you might want to lower the goal. An example of this could be a goal of "Unsubscribing from a newsletter"

You can specify how the goal will be triggered:

  • Via a pageview/set of pages that are visited

  • Via a page event that can be triggered

  • Via an Umbraco Forms submission

  • Via some custom code

A/B Testing
Personalization
Find the Settings dashboard in the Enage section of the backoffice.
Create a new goal by giving it a name, setting a value and deciding on a set of parameters.