SITECORE GOALS ( Part 1 ) : Creating Goals based on Visitor Engagement (Marketing Control Panel)

How to create goals?

Creating Goals

The first goal we want to track, in our scenario, is when someone visits our Webinar Registration page.

1. Login to Sitecore and open the Marketing Control Panel.
   
   
   
   
   
   
   
   
   
2. Locate the Goals item and expand it to see the existing goals
   
   
   
   
   
3. Let’s create our own goal. Right-click on the Goals item and choose Insert and then choose Goal.
   
   
   
   
   
4. Give the goal a name.
   
   
   
   
   
5. Each goal has several settings, but for simplicity, we’re only going to set the conversion or experience Value Points for this goal.
    
• Value Points lets you measure the engagement of your marketing activities and shows up in Sitecore Analytics reports. 
• The scale and weight you give the points will be based on what stage in the customer journey the conversion takes place. 
• Since the visitor hasn’t done anything other than just landing on the page, we’ll give it a fairly low point value – 3 out of 10 in our case.
  
  
  
  
  
6. The last step in creating a goal is to deploy (publish) it. Deploying a goal makes it available for use in tracking engagement. From the REVIEW menu click on DEPLOY.
   
   
   
   
   
7. Enter a Comment about this goal’s deployment. You can also leave it empty.
   
   
   
   
   
   

8. That’s it for the first goal.
   
   If we also want to create a second goal to track when someone has completed the Webinar Registration form.
   
   We want to trigger a goal upon submission so we can personalize the experience upon future visits and automate some marketing tasks such as asking for referrals based on a visitor’s previous commitment to attend the webinar.