Create a Goal

Global goals are the primary actions that you want visitors or users to complete on your website, SaaS app, or mobile app. Because global goals are created from segments, you must first create a segment defined with the criteria that you want to use for the global goal. Any global goal can also be used as a filter.

Required Editions

Before creating a goal, make sure to create the user segment that you want to use for the goal.

Permissions Needed
To create Goals: Configure Dataset
  1. From the main navigation, select Settings | Filters and Goals.
  2. Select the entry field under Goals.
    1. You see a list of segments organized by segment folder.
    2. You can type a partial name or scroll through the list.
  3. Select the segment that you want to add as a goal.
  4. Save your work.