When you create a series you should have a specific intent in mind, for an action you want your customers to take. Your series goal should represent this intent with an attribute that should be updated or event that should occur.

For example, if you want customers to invite their teammates to your app, you could use an event based goal that is hit if the count is increased:

If you’re encouraging customers to set up their profile you could use a custom attribute: ‘Profile_complete is true’ as your goal:

How to add a goal

In your series under Show settings’ you can choose the rule a customer must match to hit the goal. As an example, in this series: ‘Encourage Customer Upgrades’, the goal is ‘Plan is Premium’:

You should also define the time period in which it must occur for it to be counted towards the series:

Pro tip: The shorter a period you select, the more confidently you can attribute the change to the series. If a customer matches the filters for your goal after the set time period, they won’t be counted towards the goal stats for this series.

Each individual message in your series can also have its own specific goal. Read more about message goals here.

What happens when a customer hits the series goal?

When a customer hits your series goal they won’t exit the series immediately. If you’d like them to exit the series, add an exit rule for the same attribute or event.

In your series’ stats you’ll see the percentage of people who entered the series that met the goal:

You can also track this over time and see a full list of every individual that hit the goal:

And, you can filter this list by how the customer left the series before they hit the goal:

Read this article to learn more about reporting on your series.

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