This article explains how to set a completion goal for a Finalsite Composer email workflow, including how group membership triggers goal completion and how to view the percentage of subscribers who met the goal on the Stats tab.
đź’ˇQuick answers
- What does a workflow goal do? A workflow goal automatically marks a user as having completed the workflow once they reach a defined milestone, such as submitting an application, so they stop progressing through the workflow and stop receiving further emails.
- How is workflow goal completion tracked? Goal completion is managed through group membership; moving a constituent from the entry trigger group (such as Inquiry) into the goal group (such as Applicant) marks the workflow goal as complete for that person.
- Setting up a goal for an Inquiry to Applicant workflow? Steps: create an Inquiry group as the workflow's automatic entry trigger, create an Applicant group to serve as the goal, add inquirers to the Inquiry group so they enter the workflow, then move them to the Applicant group once their application is received to mark the goal complete.
- Can goal completion be automated with Ravenna or OpenApply? Yes; integrating with Ravenna or OpenApply automatically updates group membership as a user's status changes in those platforms, which in turn marks the workflow goal complete without manual updates.
- Where do you view workflow goal results? On the workflow's Stats tab, in the Subscribers Meeting Goal section, which shows both the percentage and the number of subscribers who have completed the goal.
Workflow goals allow site admins to establish a completion goal for each workflow that automatically marks users as having completed the workflow once they’ve reached the goal. For example, in an “Inquiry to Applicant” workflow, a user can be marked once they submit an application on your website.
Demonstrating goal completion is managed through group membership. For the above example, you would have an “Inquiry” group, and an “Applicant” group. The Inquiry group would serve as the Automatic entry trigger for the workflow, and the Applicant group would function as the goal. When someone submits the inquiry form, you’d add them to Constituent Manager and add them to the “Inquiry” group. They would automatically begin moving through the workflow. Then, when you have their application in hand, you can remove them from the Inquiry group and add them to the Applicant group. This indicates goal completion on the workflow, which means they will stop progressing through the workflow and not receive emails that are no longer targeted to them.
You can automate this group-membership process, as well, with a Ravenna or OpenApply integration. Group membership will automatically be updated as the user’s status in these platforms progresses.
When you have added a goal to your workflow, you can check how many of your subscribers have achieved that goal on the Stats tab. The “Subscribers Meeting Goal” section shows the percentage and the number of subscribers who have completed the goal.
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