Defining your campaign goal

To define your campaign goal:

1. Define a measure to track

   1. In the campaign strategy side panel, click + Add Variable.

      

   2. Here, you can specify what variable to use to track the success of your campaign. For example, if your goal is related to financial performance, you might consider a revenue variable.

      In our example campaign, we select Bookings from the Tables section.

      

   3. You can now refine your measure further by applying audience filters.

      Click Filter by, then click + Add Audience.

      

      You can now select an audience to filter by.

      Note: Goals track all records that meet the filter criteria, including historical data. To ensure you track only new behaviours influenced by your campaign, include a date range filter (e.g., Booking Date) that starts from the campaign's launch date or "today". This prevents irrelevant historical data from contributing to the goal.

2. Set a target

   1. Select from Count, Sum, or Average of the measure you defined earlier.

   2. Next you can choose how you want to measure success with the comparison criteria (e.g., greater than, less than, equal to).

   3. Enter a target amount.

   Some example targets might include:

   • “Count of orders greater than or equal to 100”

     

   • “Sum of revenue greater than £10,000”

     

3. Choose a timeframe

   1. Choose the start date for tracking your goal target. You can either type the date or use the calendar view.

      

      Note: This typically begins when the campaign launches.

      If you have an ambitious target then make sure you’re realistic with your timeframe.

   2. Choose an end date that aligns with your campaign duration (e.g., track for one month after launch).

4. If necessary, add any additional notes in the text box that clarify the goal’s purpose or provide context for your team.

   

5. Click Apply to save your campaign goal setup.

Note: To reset the goal definitions at any time, click Delete Goal.

Your campaign goal is now visible above your campaign journey.

Campaign goal progress

Once you publish your campaign, Orbit waits to begin tracking until the first message is sent. This ensures that if the campaign is scheduled for a future date, tracking aligns with the actual start of audience engagement.

You can see a progress bar for the goal from the top of your campaign journey.

Initially, the progress bar displays At Risk status until interactions begin, such as purchases or other conversions.

Monitoring progress of goals and objectives