Documentation

Set up a goal

Goals can be tracked in ThoughtFarmer Analytics based on specific actions by users in ThoughtFarmer. When users complete these actions they are tracked as a "Conversion".

Goals in ThoughtFarmer Analytics are anonymous and so should be used to track frequency of goal completion, rather than which specific users have completed a certain goal.

Goal triggers

ThoughtFarmer Analytics comes with 4 visitor triggers that can be configured when creating a goal.

The 5 default triggers are:
  • Visit a given URL: The criteria for the goal is determined by the URL of a page or group of pages.
  • Visit a given Page Title: The criteria for the goal is based on the format of the actual ThoughtFarmer page title.
  • Send an event: The criteria for the goal is based on a event trigger on a ThoughtFarmer page (supported events: page create, edit, comment).
  • Download a file: The goal is based on when a user downloads a file or group of files.
  • Click on a link to an external website: To track when users exit ThoughtFarmer to a specific site for a link or collection of links.
Matching criteria for the 5 above can be either contains, is exactly, or matches the expression. Examples for matching patterns can be found directly in the user interface when creating the goal.

Create a goal

To create a goal just keep in mind the type of trigger you want to use (as outlined above). Then use the following steps:
  1. Click the Goals tab on the left hand side menu.
  2. Click Add a new Goal.
  3. Enter a Goal Name.
  4. In the Goal is triggered section select when visitors.
  5. Select one of the 5 triggers in the Goal is triggered section.
  6. Select a match criteria in the where the XYZ section (XYZ will switch according your selection in #5 above).
  7. Decide if the goal can be converted once a visit or not and configure Allow multiple goals per visit.
  8. Select a Goal Revenue if applicable (For example: a Form submitted by a visitor may be worth $10 on average. ThoughtFarmer Analytics will help you understand how well your visitors segments are performing).
  9. Click Add Goal.

Example goals

Edit profile goal:

  1. Click the Goals tab on the left hand side menu.
  2. Click Add a new Goal.
  3. Enter a Goal Name (e.g. "Edit profile")
  4. In the Goal is triggered section, select when visitors.
  5. Select Visit a given URL in the Goal is triggered section.
  6. Select where Page Title --> contains --> and enter the text "profile/edit".
  7. Select Goal can only be converted once per visit (to avoid multiple conversions for frequent edits).
  8. Click Add Goal.

Visit a specific page:

  1. Click the Goals tab on the left hand side menu.
  2. Scroll down to the Goals management section and click Create a new Goal.
  3. Enter a Goal Name (e.g. "View CEO Blog page")
  4. In the Goal is triggered section, select when visitors.
  5. Select Visit a given URL in the Goal is triggered section.
  6. Select where Page Title --> contains --> and enter the text "/content/XYZ" (replace XYZ with the content ID of the desired page).
  7. Select Goal can only be converted once per visit.
  8. Click Add Goal.