Managing Goals
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
| Column | Description |
|---|---|
| Name | Goal name (e.g., "Increase Purchases") |
| Linked Journeys | Journeys working toward this goal |
| Status | Active or Inactive |
| Value Events | Events that measure goal success |
| Last Updated | When the goal was last modified |
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
| Permission | Capability |
|---|---|
| View Goals | See goal portfolio and details |
| Create Goals | Add new goals |
| Edit Goals | Modify existing goals |
| Admin | Full goal management |
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
| Property | Description | Required |
|---|---|---|
| Name | Descriptive goal name | Yes |
| Description | What success looks like | Recommended |
| Value Events | Success metrics | Yes |
| Event Weights | Relative importance of each event | If multiple events |
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:
| Metric | Definition |
|---|---|
| Conversions | Total goal completions |
| Treatment Rate | Conversion rate for users who saw treatments |
| Control Rate | Conversion rate for control group |
| Uplift | Incremental impact of your treatments |
Understanding Uplift
Uplift measures the incremental impact of your personalization efforts:
Uplift = (Treatment Rate - Control Rate) / Control Rate × 100%
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
| Scenario | Recommendation |
|---|---|
| Multiple journeys, same outcome | Link all to the same goal |
| One journey, multiple outcomes | Consider splitting into focused journeys |
| Promotional burst | Link to primary revenue/engagement goal |
| Always-on engagement | Link to core business goal |
Monitoring Goal Performance
- Weekly: Check Goal Analytics for trends
- Monthly: Review uplift and conversion rates
- Quarterly: Assess goal relevance and update if needed
- After campaigns: Analyze burst journey impact on goals
Next Section
Continue to Section 4: Journeys for detailed journey management documentation.