Goals

TABLE OF CONTENTS

• What is a Goal?
• Goal Overview
• Goal Experience
• Goal User Activity
• Goal Device
• Alerts
• Edit Goal
• Convert Goal to Waterfall

What is a Goal?

A Goal is a fundamental feature of CUX designed to help you track and analyze a specific user action or set of actions performed on your website. The primary purpose of Goals is to enable you to track and measure these actions, making it easier for you to access relevant data and visit recordings that contain those actions. This capability will help you analyze and search for valuable insights with more ease. 

Goals allow you to measure only what matters for your business, but it doesn’t mean only sales. In CUX you can also define and measure various objectives, such as purchase intention, abandoned carts, user registrations, subscriptions, form fill-outs, specific page visits or campaign traffic. It is all possible because of the wide variety of events that CUX collects for you, including clicks, scrolls, page loads, activities related to form filling or traffic from referrals. 

On the Goals page, you will find all the goals you’ve set. The percentage value associated with each goal represents the progress of that goal over the entire retention period. In other words, it indicates what percentage of all visits successfully achieved the goal. 

There’s no limit to the number of Goals you can set within one project. To streamline the process of finding a particular goal, you can use 'Find goal' feature located in the top left corner, which allows you to filter your goals by name.

To create a new goal click 'Add new goal' - for more details about setting a goal see our dedicated article How to set up Goal or Waterfall.

Goal Overview

After clicking on any goal you will land on the Goal Overview tab. Here you'll see all the most important metrics for visits that met the goal (converted).

In the Overview Tab of your Goal, you'll see:

1. Goal name
2. Date picker. By default, the goal shows data from the last 7 days. However, you can choose any data range within your retention period using the date picker in the top right corner of the dashboard. For your convenience, we've also included quick data range options for the last week, last 2 weeks, and last month
3. Number of all visits that have reached the Goal in a given time period.
4. Average number of visits to achieve the Goal. This is the average number of visits a user makes before successfully completing the tracked goal. A lower number means more visits are coming from new users. A higher number indicates that either returning users or those with a longer path to the goal (e.g. those taking more time to decide on higher-priced products) are completing the tracked action. Remember that this value varies based on the selected date range, so it may differ for shorter or longer periods.
   
   Example: Let's consider a scenario when you have three different visits that successfully completed a goal. In the first visit, the user visited your page only once. In a second visit, the user visited 3 times, and in the third visit, the user visited 5 times before completing the tracked goal. As a result, the 'Average number of visits to achieve the Goal' would be 3. This means that, on average, users visit the site 3 times before successfully performing the tracked goal action.
5. List of Top Entry Pages. In technical terms, the Entry Page refers to the first page loaded during a visit. The Entry Page widget displays the top 5 exact page URLs from wich users began their visits to your site. You can click the 'CHECK' button to view all visits for a selected Entry Page.
6. List of Top Referrer Pages. This widget shows top 5 referrers - the URLs from which user was redirected to your website.
7. Goal progress over time. Keep an eye on your day-by-day goal's progress with this widget. Simply hover over the graph to view the percentage of visits resulted in successfully completing your goal on specific days.
8. Sources. This section provides a breakdown of all visits within the goal by main traffic sources, including Direct, Paid, Search, Social Media.
9. A list of the most recent visit recordings that successfully reached the Goal with information about their Entry Page, Device, Browser, Operating System, Duration of the visit, and its start time. To access more recordings for this goal, click on 'Show all visits reached goal' under the recordings list.

Goal Experience

In the Experience tab, you will find all Experience Metrics, but the values on widgets are specifically based on visits within the selected Goal. Each metric displays the percentage of visits with that pattern, its distribution over time, and also provides a list of URLs where this pattern occurs most frequently. Each URL presented also includes information about the device, the number of visits, and links to recordings and heatmaps. Please note that heatmaps are only available for certain Experience Metrics like Rage Clicks, Dead Clicks, and Zoom.

Discover the meaning behind each Experience Metric in our dedicated article on Experience Metrics.

Goal User Activity

The User Activity widget helps you understand the most common days and times when your goal is achieved.  Although it may seem overwhelming at first, understanding the user activity widget is actually very simple! Two important factors to keep in mind are:

1. Dot Size: the larger the dot, the more visits were recorded on a specific day, at a specific time.
2. Dot Color: if the dot is intensively blue, it means that a large proportion of the visits have achieved the goal! In contrast, a gray dot indicates that fewer overall visits have reached the goal.

Goal Device

In the Devices tab, you will find information about the next technical aspects of visits that completed the goal:

• Platforms
• Operating systems 
• Browsers

Gray columns in widgets represent the overall traffic coming from the browsers, while the blue columns show the traffic from specific browsers that completed the Goal. The difference between these two columns provide you with a better understanding of your converting users in comparison to all traffic. This information is also valuable for identifying potential areas for improvement.

For example, if your website is frequently visited on mobile devices but users prefer desktops to perform a conversion, it may indicate potential usability issues with the mobile version of the website.

Alerts

Imagine a world where you always knew the best time of day or week for the majority of users to complete their visit goals. No more early morning or late-night checks to catch up on the latest analytics updates! You would receive notifications about any substantial changes in conversion rates. It's the perfect scenario, isn't it?

Well, now you can make this a reality.

What are alerts in CUX?

Alerts are e-mail notifications about the progress of your Goal that we send to you automatically. What values and goals interest you, you set yourself. You can set up alerts for any number of analytical goals.

How to turn on alerts in CUX?

You can turn alerts in the Goals or Visit tabs of your project.

1. Log into your account.
2. Go to Goals and select the 'Alerts' tab. Click 'New Alert'
   
   
   
   
3. Start with a name. Try to enter a meaningful name so that you’ll know which alert is reaching your inbox.
4. Enter your e-mail address.
5. Set up a preferred variable and its value. You can either choose to be alerted when the Goal progress is Greater than or Lesser than a given percentage.
   
   
   
   
6. Add a new alert & never have to worry again about the constant need of checking your analytics!

Edit Goal

To edit a Goal:

1. Open the Goal tab.
2. Click on the 3 dots in the upper right corner of the Goal tile you want to edit and select 'Edit'.
   
   
   
   
3. Alternatively, open the main Goal view and select Manage>Update Goal.
   
   
   
   
4. In the window on the left, you can edit the Goal's Name and Description.
5. In the Goal builder, you can:
   1. Modify the Goals name and/or description
   2. Edit existing event settings
   3. Add events
   4. Remove events (if there are more than one)
   5. Reorder events by dragging the tiles
6. To save changes, click on the “Update Goal” button.
   
    

NOTE:

• Each Goal in CUX can consist of any number of events.

Convert Goal to Waterfall

You can easily convert any Goal into a Waterfall. What’s the difference between them?

• Goals filter visits that collect all traffic that meets your goal settings, regardless of the order of events in a goal objective
  
  For example, if you set a Goal for two events - clicking 'Add to cart' and /cart/ page load - CUX will filter all visits that contain both of those actions in any order. If you want to see visits consisting of 2 steps: Campaign Link -> Conversion, you'll see both visits with those two steps and visits with more steps, such as Campaign Link -> Go to product page -> About Tab -> Convert.
• Waterfalls, on the other hand, show ONLY the visits of users who have followed each of the steps you've set in a certain order.
  
  For example, If you create a Waterfall for two steps in the specified order - first, click on 'Add to cart' and then '/cart/ pageload' - CUX will filter for you ONLY those visits that contain both of those actions in the order you’ve set.

To turn a Goal into a Waterfall:

1. Open the dashboard for the Goal you want to convert. 
2. Click Manage>Convert to Waterfall.

1. Give the Waterfall a name and (optional) description.
   
   
   
2. You can freely edit the Waterfall (add and subtract steps, change their order, etc.) or click “Create Waterfall” to save.
   
   

TABLE OF CONTENTS

• What is a Goal?
• Goal Overview
• Goal Experience
• Goal User Activity
• Goal Device
• Alerts
• Edit Goal
• Convert Goal to Waterfall