Goal is an optional campaign tracking feature available for paid accounts that lets you trigger Automation workflows based on subscriber activity from your email campaigns to your website. The Goal integration can also be used to create segments of subscribers allowing you to send targeted campaigns to your subscribers based on their Goal activity. Below we walk you through enabling Goal for your account and how you can use Goal tracking info to engage your subscribers.

Contents

How Goal works

MailChimp stores a web cookie in a subscriber's browser when they click from a Goal-enabled campaign to a webpage with the Goal tracking snippet installed. The cookie assigns a unique ID to the subscriber and is present for one year or until that subscriber clears the cookies from their browser. Anytime that subscriber returns to your website, the cookie will be referenced to track their activity on your site without the subscriber having to click from a MailChimp campaign.

If a subscriber visits your site from another browser or device without clicking through from a campaign with Goal enabled, that subscriber's activity will not be tracked by Goal.

Goal integration setup

Goal is enabled from the Integrations page in your account. After enabling Goal, we provide a JavaScript snippet that must be placed in the <head> section of the HTML of pages on your website. Once in place, you can add Goal tracking to campaigns or use the Website activity automation workflow type to segment on Goal data.

  1. Click your profile name to expand the Account Panel and choose Account Settings.
  2. Click the Integrations tab.

    Integrations option

  3. Click Goal to expand the integration options.
  4. Click the Enable button.

    Goal enable button

  5. Copy the Goal tracking code we provide and place it at the bottom of the <head> section of every page on your website you wish to track. If your website uses a template, place the code snippet in the <head> of the template to add Goal tracking to all pages on your site.

    Goal JavaScript snippet

Add Goal tracking to a campaign

To add Goal tracking to a campaign, follow the steps below.

  1. Navigate to the Setup step of the Campaign Builder.
  2. In the Tracking section, check the box for Goal tracking.

    Goals tracking

  3. Continue with the campaign building process, then send the campaign to your list.

Goal Automation triggers

You can set up a Goal trigger for an automation workflow, and further segment your target subscribers if needed. Goal triggers can be specific URLs or JavaScript events. Wildcard characters can be used with both URLs and JavaScript events to add more flexibility to your automation triggers. Follow the steps below to create an automation workflow based on Goal trigger events.

  1. On the List and Workflow step, choose the workflow type Website activity.
    Website activity workflow type card
  2. Fill in the Workflow configuration fields and click Next.
  3. Click Goal tracking under the Tracking heading, if you want to track website activity from these automated emails. Click Next.
  4. On the Emails step, input a target URL below Trigger workflow when the following conditions are met heading.
    Goal trigger settings configuration Click the Add segmentation conditions box to open more segmentation options. To send emails to subscribers who visited your target URL already, check the Send first email immediately to subscribers who meet these criteria box. Click Save to continue.
  5. Build your automation workflow and emails as usual. Preview and test your emails, and click Start Workflow to activate it.
  6. Advanced trigger options

    JavaScript events

    Using JavaScript events to trigger automations is a little more advanced than Goal's other features and will require an experienced developer to implement properly. Workflows that trigger from JavaScript events let you follow up with a subscriber after they complete a specific action on your site. Examples of JavaScript events are user actions such as submitting an information form or completing an ecommerce transaction on your site. The code below is one example of how a JavaScript event could look in your website's code:

    <a href="#" onclick="$mcGoal.processEvent('SignupTestEvent');">Test Event</a>

    Below is how the JavaScript code would look when viewed in a typical web browser:

    Test Event

    If this JavaScript event was used as a trigger, each subscriber who clicks the link above will receive the workflow.

    Wildcards

    Goal lets you add wildcard delimiters to your trigger URLs or JavaScript events. Wildcard delimiters stand in for possible characters that could be populated in your URL or JavaScript event. Wildcard delimiters make it possible to trigger automation workflows for subscribers who navigate to different versions of a URL or JavaScript event.

    • |?| allows for single character matching in a URL or JavaScript event. For example, if you wanted to trigger an automation workflow to send to any subscriber who made it to one of the possible pages that only had a single character difference, you would enter your url like this:

      http://us|?|.mydomain.com
    • This would trigger the workflow to send to subscribers who landed on subdomains of mydomain.com that start with us. A |?| wildcard delimiter can not trigger a workflow if it's left blank. A character must be present for the |?| wildcard to trigger the workflow.

    • |*| allows for multiple character matching in a URL or JavaScript event as well as blank character matching. Using the |*| character wildcard is useful if you want to target subscribers who visit specific sections of your site. For example:

      http|*|://app.mydomain.com
    • would include anyone that visited either the http or https version of your site, rather than just a specific one.

    Goal segments

    Segmenting with Goal activity lets you target subscribers who have completed specific actions on your site. Subscribers can only be targeted if they have previously clicked a link from campaign or automated email with Goal tracking enabled and directs to a site where the Goal tracking code snippet is embedded.

    • URL segments Target subscribers that have navigated to certain URL's on a site. Include the full URL or a portion of a URL to segment by.

      Segment Goal URL
    • JavaScript event segments Target subscribers who have completed a Javascript event. Include the name of the Javascript event in the field. For example, if you wanted to target subscribers who completed a JavaScript event on your site named signup, type signup in the segmenting field.

      Segment Goal JavaScript event

      Wildcard delimiters can not be used in Goal segmenting. To target subscribers that clicked wildcard links in your campaign, use the contains segmenting option and include the portion of the URL you'd like to target with your segment.

    • Goal Last Visited This option lets you use Goal activity to target subscribers based on when they last visited a website with your Goal tracking script installed.

      Segment by Goal Last Visited

    Notes

    Automation workflows can only send to a subscriber once. If the subscriber meets the trigger conditions after they've already received the first email in an automation workflow, they won't be sent another copy.

    Goal trigger URLs and JavaScript events have a 255 character limit.

    If you need assistance with adding the Goal JavaScript code snippet to your website, you may want to reach out to a developer or find a MailChimp expert in our Experts Directory to help you out.


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