How to create, edit, or delete a goal or key event

1. Go to the Goals & Key Events feature

2. Click the 'New goal' button in the top-right corner

Screenshot 2024-05-23 at 11.41.09.png

3. Name your goal and write a description (select 'Add goal to Favorites' to save it to the top of your goals list)

4. Choose a navigation event (View, Click, Hover)

Screenshot 2024-05-01 at 14.27.52.png

5. Select a mapping and page (and zone for Clicks or Hovers, see example below)

6. Click 'Create'

Tip: You can create goals on the fly when you right-click to open the shortcuts menu in any Analyze feature (Journey analysis, Page comparator, and Zoning analysis) and select 'Create a goal'. The goal will then autofill with conditions from the journey, step, or page you've right-clicked on.

How to create a Click or Hover goal

1. Follow steps 1-5 (see above)

2. Select a zoning and a zone

3. Click Create

Screen_Shot_2021-04-27_at_10.13.54_AM.png

In this example, we created a Click goal for our Contentsquare University homepage. We've selected the CS University mapping, our Homepage, our Homepage CSU zoning, and the zone Contentsquare Fundamentals.

Note: You may need to go to Zoning analysis and create a new zoning if one is not available to select.

How to edit a goal or key event

1. Click the '...' view more options menu and select 'Edit'

Screenshot 2024-05-01 at 14.30.00.png

2. Edit the goal or key event and click 'Update'

Screenshot 2024-05-01 at 14.31.19.png

How to delete a goal or key event

Click the '...' view more options menu and select 'Delete'

Screenshot 2024-05-01 at 14.30.00.png

Select ✔️ multiple goals and click 'Delete Goals' at the top of the page for easy batch deletion.

Screenshot 2024-05-01 at 14.52.46.png

Articles in this section

How to create a Click or Hover goal

How to edit a goal or key event

How to delete a goal or key event