SharpSpring's Conversion Goals feature lets you select and track custom fields. These tracked fields can then be used as a place to begin converting more leads. This article will detail how to use the Conversion Goals feature across SharpSpring.
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Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
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CRM Free | |||||
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Administrators | ✓ | ||||
Company Managers | ✓ | ||||
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Sales Managers | ✓ | ||||
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Jr. Salespersons | |||||
Understanding Conversion Goals
Conversion goals allows you to track custom fields—and how changes affect those custom fields. Relevant custom fields can be classified as a conversion goal, which can be used to personalize campaigns or create automation workflows. Through this, you can view when leads meet specific goals. These events will also be displayed in a contact's the Life of the Lead.
With tracked custom fields and goals, you can build business-specific funnels. This can help you to better understand your marketing materials' impact and provide insight into which are closing more deals and driving sales.
Creating Conversion Goals
You can set custom fields to create a trackable event. When met, these events will be displayed in a contact's Life of the Lead.
To create a conversion goal, do the following:
Editing Conversion Goals
You can edit created conversion goals as necessary. To edit conversion goals, do the following:
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Deactivating Conversion Goals
If you do not want a created conversion goal to trigger, you can deactivate it. Deactivated conversion goals are not tracked and will not create events, even if they are part of active workflows or are manually set to complete.
Conversion goals cannot be deleted, however. They can only be deactivated and stored in folders for future reactivation.
To deactivate conversion goals, do the following:
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By default, the Conversion Goals page is set to display both active and inactive goals. You can select to display the desired goal activity from the Active and Inactive drop-down menu. | ||
Activating Conversion Goals
You can activate previously deactivated conversion goals. To reactivate conversion goals, do the following:
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By default, the Conversion Goals page is set to display both active and inactive goals. You can select to display the desired goal activity from the Active and Inactive drop-down menu. | ||
Creating Folders
Folders are the main way of housing like goals together. These could be goals of a similar type, or goals that deal with different parts of a campaign.
To create a folder, do the following:
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Renaming Folders
Folders can be renamed as necessary. To rename a folder, do the following:
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Deleting Folders
You can delete folders that you no longer need. To delete folders, do the following:
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Once a folder is deleted, the contents of the deleted folder will be moved to the Most Recent collection. | ||
Moving Goals to Folders
You can move goals from one folder to another. This can help with your collection or archival purposes. To move goals between folders, do the following:
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Manually Completing Conversion Goals
You can manually trigger conversion events. These events will show in a contact's Life of the Lead.
To manually trigger a conversion event, do the following:
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Creating Conversion Automation
As they are custom fields, conversion goals can be set as a trigger in a visual workflow or an opportunity workflow. This will allow for conversion events to automatically trigger when specific conditions are met. These events will show in a contact's Life of the Lead.
To create automation with conversion goal triggers, do the following:
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Viewing Life of the Lead Entries
Conversion events will display as individual entries in a contact's Life of the Lead. The entry will display the particular sort of conversion goal, as well as the date of the entry.
To view a conversion event in a contact's Life of the Lead, do the following:
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Using Conversion Goals in Custom Reports
You can display conversion goal information in custom reports through the Conversion Funnel widget. Conversion funnels allow you to track conversion goals, which enhances your custom report to show which goals are driving sales. This, in turn, can help you to better understand your marketing materials' impact.
For more information on conversion funnels and reports, refer to Creating Campaign Attribution Reports.