Set Goals

Set Goals



After creating and saving your personalized experience, configure goals to measure how visitors interact with the experience and determine whether it drives the intended conversion.Goals help you track whether visitors complete specific actions after viewing your personalized content.You can either select an existing goal or create a new goal.

Goal Name

Enter a descriptive name for your goal for easier identification in reports.
Examples:
  • Social Campaign Signup Goal
  • Product Purchase Goal

Goal Type

Select the visitor action you want to track as a conversion.

Element Clicks
Link Clicks
Time Spent on Page
Custom Event
Element Clicks
Tracks clicks on specific webpage elements such as buttons, banners, forms, CTA sections, popups, or product cards.
This goal type is commonly used when your personalized experience encourages visitors to interact with specific page elements.
Example : Track clicks on a Start Free Trial button shown only to visitors from social media campaigns.

Link Clicks
Tracks clicks on hyperlinks available within your personalized experience.
This helps measure whether visitors click promotional links, navigation links, pricing links, or external destination links.
Example : Track clicks on a special offer link displayed to returning visitors.

Time Spent on Page
Tracks how long visitors stay on a webpage after viewing your personalized experience.
This helps measure whether personalized content improves engagement.
Example : Track visitors who spend more than 60 seconds on a personalized product recommendation page.

Custom Event
Tracks specific user actions configured through custom event tracking implementation.
This is commonly used for advanced conversion actions that cannot be tracked through standard clicks.
Examples:
  • Product purchases
  • Form submissions
  • Add to cart actions
  • Video plays
  • File downloads
  • Signup completions


Pages to Track

Specify the webpage where the goal conversion should be tracked. This ensures PageSense records conversions only when the action happens on relevant pages within your personalization campaign.
PageSense provides the following URL match types:


Match Type

Description

Example

Simple Match

Tracks a specific page while ignoring minor URL variations such as trailing slashes.

https://www.zylker.com/pricing

Exact Match

Tracks the goal only when the URL exactly matches the entered value.

https://www.zylker.com/pricing?plan=premium

Pattern Matches With

Tracks pages that follow a specific URL pattern structure.

https://www.zylker.com/products/*

Regex Matches With

Tracks dynamic URLs using regular expression rules.

https://www.zylker.com/product/[0-9]+

URL Contains

Tracks pages where the URL contains a specific keyword or value.

/pricing

URL Starts With

Tracks pages where the URL begins with a specific value.

https://www.zylker.com/blog

URL Ends With

Tracks pages where the URL ends with a specific value.

/thank-you

Page Group

Tracks pages that are grouped under a previously created URL group.

Product Pages Group

Pages Not to Track

Use this option to exclude specific pages from goal tracking even if they match your primary tracking conditions.

Example: Track all product pages but exclude internal testing pages or thank-you pages.

Goal-Specific Configuration

Once pages are defined, the remaining configuration depends on the type of goal selected:

  • Element Click – Select and configure elements using the Visual Editor.
  • Link Click – Enter the specific URL or link you want to track.
  • Time Spent – Define the time threshold for conversion (e.g., 30 seconds on page).
  • Custom Event – Add the required tracking code or event trigger.
 Since each goal type requires a different setup approach, refer to the Goals document for detailed instructions and use cases.

Summary & Launch

In the summary step, review all configurations before going live. This includes:
  • Target pages
  • Experience setup
  • Personalization changes
  • Audience targeting
  • Goal configuration

Ensure everything is correctly set up. Once verified, proceed to launch your experience.



 

We’ve designed this documentation to guide you every step of the way. If you need further assistance or have any questions, don’t hesitate to contact us at support@zohopagesense.com - we’re always here to help!


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                      All-in-one knowledge management and training platform for your employees and customers.

                                                Create. Review. Publish.

                                                Write, edit, collaborate on, and publish documents to different content management platforms.

                                                Get Started Now




                                                                  You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                      Manage your brands on social media


                                                                        • Desk Community Learning Series


                                                                        • Digest


                                                                        • Functions


                                                                        • Meetups


                                                                        • Kbase


                                                                        • Resources


                                                                        • Glossary


                                                                        • Desk Marketplace


                                                                        • MVP Corner


                                                                        • Word of the Day


                                                                        • Ask the Experts


                                                                          Zoho Sheet Resources

                                                                           

                                                                              Zoho Forms Resources


                                                                                Secure your business
                                                                                communication with Zoho Mail


                                                                                Mail on the move with
                                                                                Zoho Mail mobile application

                                                                                  Stay on top of your schedule
                                                                                  at all times


                                                                                  Carry your calendar with you
                                                                                  Anytime, anywhere




                                                                                        Zoho Sign Resources

                                                                                          Sign, Paperless!

                                                                                          Sign and send business documents on the go!

                                                                                          Get Started Now




                                                                                                  Zoho TeamInbox Resources





                                                                                                            Zoho DataPrep Demo

                                                                                                            Get a personalized demo or POC

                                                                                                            REGISTER NOW


                                                                                                              Design. Discuss. Deliver.

                                                                                                              Create visually engaging stories with Zoho Show.

                                                                                                              Get Started Now








                                                                                                                                  • Related Articles

                                                                                                                                  • Goals overview in Zoho PageSense

                                                                                                                                    <br> Measure the actions that define success In Zoho PageSense, a Goal represents a measurable visitor action that indicates success - such as clicking a button, navigating to a link, spending time on a page, or ...
                                                                                                                                  • Set goals and launch your push notification

                                                                                                                                    The primary goal of any notification is to evoke a desired action from the users reaching your website. You can easily track this by creating different types of goals for your targeted audience on PageSense. These can trigger automated ...
                                                                                                                                  • Different types of preset goals in A/B and Split URL test

                                                                                                                                    Setting up goals on your A/B or Split URL pages is the best method to track visitor behavior and performance of each variation during your experiment. PageSense allows you to create different types of preset goals on your variation page to track ...
                                                                                                                                  • Element Click Goal

                                                                                                                                    <br> What is an Element click? An Element Click Goal allows you to track when a visitor clicks on a specific element on your website, such as a button, image, CTA, banner, tab or ...
                                                                                                                                  • Add a custom event goal to your variation

                                                                                                                                    A custom event goal is a slightly more advanced method of tracking every single behavior of a visitor on the page you are testing. This includes watching a video, submitting a form, completing a payment, or any other event that could not be tracked ...
                                                                                                                                    Wherever you are is as good as
                                                                                                                                    your workplace

                                                                                                                                      Resources

                                                                                                                                      Videos

                                                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                      eBooks

                                                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                      Webinars

                                                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                      CRM Tips

                                                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                                                        Zoho Show Resources