Skip to main content
For a conceptual overview of Goals, the Auxia hierarchy, and Value Events, see Goals in Product Concepts.

​
3.1 Goal Portfolio

The Goal Portfolio shows all goals configured for your company.

​
Accessing the Goal Portfolio

Navigate to: Configuration > Company > Goals

​
Goal Portfolio Columns

​
Goal Details

Click any goal to view:
  • Full description
  • Linked value events and their weights
  • Associated journeys (Evergreen and Burst)
  • Performance summary

​
3.2 Goal Configuration

Goals are configured at the company level, typically by admins.

​
Who Can Configure Goals

​
Creating a Goal (Admin Reference)

Goal creation involves three steps: Step 1: Configuration
  • Goal name and description
Step 2: Success Definition
  • Select value events that indicate success
  • Assign weights to each event (if multiple)
Step 3: Review
  • Confirm settings before creation

​
Goal Properties

For Marketers: You typically won’t create goals yourself. Check with your admin to see what goals are available, or request new ones if needed.

​
3.3 Goals in Analytics

Goals are central to Auxia Console’s analytics capabilities.

​
Goal Analytics

Navigate to: Analytics > Goal Analytics Key Metrics:

​
Understanding Uplift

Uplift measures the incremental impact of your personalization efforts:
Example:
  • Treatment Rate: 5% (users who saw your treatments)
  • Control Rate: 4% (users who didn’t)
  • Uplift: (5% - 4%) / 4% = 25% uplift
This means your treatments drove 25% more conversions than would have happened naturally.

​
Home Dashboard Goal KPIs

The Home Dashboard displays Goal KPIs at the top:
  • One card per active goal
  • Shows conversion rate and trend
  • Click to drill into Goal Analytics

​
3.4 Best Practices

​
Defining Effective Goals

Do:
  • Use clear, measurable outcomes
  • Align goals with business KPIs
  • Define specific success events
  • Review goals quarterly
Don’t:
  • Create too many overlapping goals
  • Use vague outcomes (“improve experience”)
  • Forget to link journeys to goals
  • Ignore goal analytics

​
Goal Naming Conventions

Use descriptive names that indicate the desired outcome: Good:
  • “Increase Q1 Purchases”
  • “Boost Premium Subscriptions”
  • “Reduce Cart Abandonment”
Avoid:
  • “Goal 1”
  • “Test”
  • “Marketing Campaign”

​
Goal-Journey Alignment

​
Monitoring Goal Performance

  1. Weekly: Check Goal Analytics for trends
  2. Monthly: Review uplift and conversion rates
  3. Quarterly: Assess goal relevance and update if needed
  4. After campaigns: Analyze burst journey impact on goals

​
Next Section

Continue to Section 4: Journeys for detailed journey management documentation.