Review available goal-tracking options within Micro-experiences
Using suitable conversion goals for each stage of the Buying Journey is key to achieving an uplift in your conversion rate. The Pathmonk Accelerate conversion goal you select should align with the desired outcome for a given stage of the buying journey and ensure you are obtaining all of the desired details from the client. Details of each goal's suggested use case and the possible data that can be captured are listed for each of the Pathmonk goal types and are provided to help you make the best choice for your needs.
Before you Begin
- Different stages of the buying journey can have different goals
- Be sure you have links available for redirects and file links for downloads to make the goal-creation process smoother
Pathmonk Goal Tracking Options
Pathmonk Goal Tracking | |||
| Type | Example CTA | Use Case | Possible fields |
| Contact Form | Contact Us | Standard contact form | Message, Name, Email (business or all), Phone, Company |
| Lead Form | Request A Demo | Collect basic contact information | Name, Email(business or all), Phone, Company |
| Time Booking | Schedule A Call | Schedule a time | Name, Email, Phone, Company, Day, Time |
| Redirect Goal | Learn More | Redirect to specific URL | None |
| Subscription Form | Subscribe Today | Sign up for a newsletter | |
| Qualification Flow | Tell us about you | Qualification using specific criteria (based on a qualification flow) | Name, Email (business or all), Phone, Company, Qualification Questions |
| Non-gated Download | Download Now | Direct download case studies | None |
| Gated Download | Download | Download valuable assets | Email |
| Third-Party Tool | Book a time | Embedded booking tools including Calendly and HubSpot | None |
| Web Action | Click Now to Sign Up | Pathmonk listens for JS events and performs an action | None |
Adding your Accelerate Tracking Goal:
- Login to crm.pathmonk.com
- Click the Accelerate dropdown
- Choose Accelerate Goals
- Click Create for the goal level (start with Decision for your first goal)
- Add a Goal Name (the name is only internal for reporting, it will not be seen by visitors to your site)
- Choose a Category Type
- Select the Goal Type
- Add notes as needed
- Click Configure Goal
- Select an option from Goal to accelerate
- Add your Call to action (this will be the text on the button in your micro-experiences)
- Click Save Goal
- Click the new goal button
- Click Tracking Method
- Complete the goal-specific steps
- Click Save
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