Goal Settings

Goal Settings

Registering Goals

From the menu bar at the top of the admin screen, select "Goal." From "Register Goal," set up the actions you want users to take on your site as goals.

Enter items ① through ④. ① Goal Name: Set a simple and easily distinguishable name.

② Overview Description: You can add a memo. Explain the overview of this goal to your team members.

③ Define Goal: Define the goal using a URL or a previously set event.

④ Save: After entering the above information, click save. Saved goals can be edited or deleted from the list screen.

Defining Goals

Goals are defined using a URL or a previously set event.

Specifying by URL

By specifying a particular page URL condition, such as a thank-you page URL or form input page URL, where you want to direct users, the goal is counted when users visit the specified URL.

For details on condition settings, please refer to this article. Please note the details carefully, such as whether it's https or http, and whether or not www is included.

When specifying multiple URLs, they are connected with "or (or)."

Specifying by Event

When a specific event such as a button click is executed, it is counted as a goal.

When you click on the input field, available events for definition are displayed in a dropdown.

Please set up events in advance using one of the following methods.

Creating Events in Insight

• Set with Visual Event (Easy and recommended)

• Set with Custom Event

DANGER Warning: Custom events cannot be linked to Experience unless the measurement count is 1 or more.

Creating Events in Experience

• Create New During Experience Editing (Enable Event Measurement)

• Set with Custom Event

3. Regular Expressions

If you are using a paid plan, you can also use regular expressions to define goals.

If you have any requests, please contact our chat support via the icon at the bottom right of the product.

WARNING Note: After the settings are complete, you can confirm the goal settings in the admin screen. It takes at least 30 minutes to 1 hour for the numbers to be reflected after setting the goal.

You can also select the target period to display in the upper right and search for goals.

Adding Goals to Individual Experiences

The goals registered above can be added as evaluation metrics for the experience.

By adding goals to an experience, you can measure and analyze the impact of that experience on user behavior, so be sure to set them up when delivering experiences.

In Ptengine, you can add multiple goals to a single experience, so you can evaluate experiences from various angles.

Adding Steps

After creating an experience, click the add button in the goal section of the experience in the admin screen.

If no goal is set, register it following the same steps as defining a goal.

If a goal is already defined, you can select it from the list (no limit on the number). Alternatively, you can add a new goal. If you add a new goal, the operation is the same as step 2 above.

After adding the goal, save it.