Creating and Editing Conversion Goals

Lead Gen & CRM's Conversion Goals feature lets you select and track custom fields that can be used as a place to begin converting more leads. 
 
This article will go over how to create and edit conversion goals as well as how to activate and deactivate conversion goals.

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Article Contents

• Understanding Conversion Goals
• Creating Conversion Goals
• Editing Conversion Goals
• Activating and Deactivating Conversion Goals

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Campaigns

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons
Jr. Salespersons

Understanding Conversion Goals

Conversion goals allow you to track custom fields—and how they are affected by changes over time. You can personalize campaigns and create automated workflows by classifying relevant custom fields as a conversion goal. With this, you can see when leads have met specific goals as well as use the 'Life of the Lead' area to track events for contacts.

You can understand your marketing materials' impact with tracked custom fields and goals to have insight into which are closing more deals and driving sales.

Creating Conversion Goals

You can set custom fields to create trackable events that, when met, will be displayed in a contact's Life of the Lead. 

To create a conversion goal, do the following:

1. Click Campaigns > Conversion Goals in the left toolbar.
2. Click Create Goal.
   
   

   

3. Enter a name for the conversion goal in the Conversion Goal Title field.
4. Select one of the following conversion goal types from the Event Type drop-down menu:
   • Lead Field
   • Opportunity Field
   • Account Field
   • Form Fill
   • Pipeline Stage Change
5. Select the desired field type, form, or pipeline from their respective drop-down menus and enter additional information, if necessary.
6. Click Create.

   

Editing Conversion Goals

You can edit created conversion goals as necessary. 

To edit conversion goals, do the following:

1. Click Campaigns > Conversion Goals in the left toolbar.
   
   
2. Hover over a previously created conversion goal and click    Edit.
   
   

   

3. Edit the conversion goal as desired.
4. Click Save.

Activating and 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. Alternatively, you can activate previously deactivated conversion goals.

Note: 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.

1. Click Campaigns > Conversion Goals in the left toolbar.
   
2. Hover over a conversion goal and to:
   • Activate: Click    Options > Activate
   • Deactivate: Click    Options > Deactivate

     

3. If deactivating a conversion goal, click Deactivate in the modal window that appears.