Goals

Understanding how and when to use goal-based triggers

Overview

Goals triggers cause a rule to be evaluated only once that goal’s own evaluation criteria has been satisfied. This means they introduce the concept of logic into a trigger, and allow you to set specified thresholds or conditions that you want a trigger to pass before a rule is evaluated.

When you set up Goal triggers, you can choose whether you want to consider activities, awards or segments, as part of that evaluation:

  • Activity-based goals: can be as simple as the number of actions meeting some specified threshold, or more nuanced, like multiple separate actions meeting specified thresholds as defined by the logic implemented when creating the goal.

    • Example: a goal could specify that a user must fulfill ten deliveries within a given time period for the goal evaluation criteria to be passed.

  • Award & segment-based goals: these function similarly to activity-based goals except they require a user to be in a segment, or have some defined number of awards. These types of goals can be set to run off scheduled evaluation frequencies to ascertain whether a meets the qualification criteria.

    • Example: a user must have over 10,000 points to pass the goal evaluation.

Goal Types

Cumulative Activity Goals

Activity goal triggers are evaluated based on the total number of activities that have occurred ever, or in a defined period, by a given user. They use basic logic operators like =, >, <, >=, <=. For instance, a goal could be successfully evaluated when a user completes more than 50 deliveries in a 7-day period.

Note: When a Cumulative Activity Goal is created, a user's Activities only begin begin counting toward that Goal from the moment it is created. For example, if you already completed 100 Activities, and you set the Cumulative Activity goal 50, the Goal will only trigger after the user completes another 50 Activities after the Goal is created.

Action Goal vs Action Trigger: Let's say I want to award $5 every time a user completes a trip. I would use a simple Action trigger "Trip Complete" to award $5 every-time a trip completes.

Now let's say I only want to award a user the first time they complete a trip. I need logic to evaluate this. I'd use a Goal trigger, with logic "Trip Complete" = 1. Similarly I could award $5 only when the user completes 5 trips, where "Trip Complete" = $5.

Cumulative Award Goals

Award goal triggers are evaluated based on whether a user has a certain number of awards. Again, they use basic logic operators like =, >, <, >=, <=. For example, a goal could be reached when a courier has over 5,000 loyalty points or when a contractor has a 'gold-star' badge.

Segment Goals

Segment goal triggers evaluate based on whether a user is in a segment or not. This can be either TRUE or FALSE. For example, a segment-based goal could be used to personalize a user's experience based on that segment, or otherwise evaluate a rule based on whether a user is in or out of one or more segments during a scheduled evaluation.

Percentile Goals

  • Percentile action goals: Percentile action goal triggers evaluate whether a user falls within a defined percentile of all users who have done a defined action in a given time period. For example, trigger a rule to distribute an award if the user is in the top 5% of customers based on total purchases made last week.

  • Percentile award goals: Percentile award goal triggers evaluate whether a user falls within a certain percentile of all users who hold a defined award (such as points or medallions). For example, a goal could be satisfied when a user is in the top 10% of all users based on total points held by those users.

Creating Goal Triggers

You can create a new goal trigger by navigating to the Goal tab of the Triggers section. Here's an overview of the inputs required:

As a reminder, once you have created your goal trigger, you then need to create a rule that uses this trigger for any output operation to occur when the goal is satisfied.

Editing Goals

To edit a Goal, go to Triggers section, click on the Goals tab, and then click the "Edit" button. From there, you can update any of the fields set when creating the Goal.

Duplicating Goals

To duplicate a Goal, click the purple duplicate button on the right side of a Goal.

Deleting Goals

To delete a Goal, click the "Delete" button. Please note that deleting a Goal is permanent and cannot be undone. You will not be able to delete a Goal when it is being used as part of an active rule. To do so first deactivate the rule, before deleting the Goal.

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