SITECORE GOALS ( Part 2 ) : Triggering Goals based on Visitor Engagement (Marketing Control Panel)

 Triggering Goals

There are many ways to trigger a goal in Sitecore. In our example, we want to trigger a goal when…

• Someone lands on our Webinar Registration page
• Someone submits the Webinar Registration form

To set up the first trigger, complete the following steps.

1. Open the Content Editor.
   
   
2. Select the Webinar Registration page.
   
   
3. From the ANALYZE menu choose the GOALS option.
   
   
4. Select the Webinar Landing Pg goal and click the OK button.
   
   
5. Save and Publish the page.
   
   

To trigger the second goal, we want to add a Submit Action to the webinar registration form. Here’s how:

1. Return to the Sitecore LaunchPad and open the Sitecore Forms feature.
   
   
2. Edit the registration form by clicking on its name in the All Forms dashboard.
   
   
3. Click on the Register Today! Submit button on the form canvas. This will open the submit button’s configuration settings panel on the right.
   
   
4. On the Submit Button’s configuration panel, scroll down to the Submit Actions section. 
   
   
5. You should see the following actions that we created in the “Configuring a Sitecore Form Submit Button” post.
   
   
6. Click the Plus sign to display a list of available actions and choose the Trigger Goal action.
   
   
7. In the Select Goal dialogue box, click the arrow next to the Goals item to expand the list of goals and choose the “Webinar Registration Completed” goal. 
   
   
8. Click the OK button to return to the actions panel.
   
   
9. Notice that our Trigger Goal action was added to the bottom of the list and comes after the Redirect to Page action. 
   
   
10. To ensure this goal is triggered before redirecting to the page, let us move it up above the Redirect to Page action using the move arrows.
    
    
11. Select the Trigger Goal action and click the Up Arrow so that the ending list looks like this.
    
    
12. Click the Apply button to accept your changes and then Save the form.

Because forms are dynamically loaded when placed on a page, it doesn’t need to be published for the saved changes to be live on the website.

Forms can also be saved as templates so you can reuse them to create similar campaigns and tracking.


Additionally, when a form is submitted the Save Data action saves all submitted data to the Sitecore Forms database for exporting. The export button is found on the All Forms dashboard.


Up next…Adding Personalized Callouts based on triggered goals