Add a custom goal to an experiment in Sitecore CDP

Abstract

Describes how to add a custom goal to an experiment that measures events and attributes in Sitecore CDP to declare a winning variant.

You can add a custom goal to an experiment to determine the winning variant by measuring raised events and attributes.

To add a custom goal:

  1. On the Build screen, on the Goals block, click Add. Alternatively, if you have already added a goal to the Experiment, click the edit icon. The Goals slider modal displays.

  2. Click the Custom Goal block. The Custom Configuration fields display.

  3. In the Goal name field, enter the name of the goal.

  4. In the Description field, enter a description of the goal.

  5. In the Event type section, in the Match condition drop-down list, click one of the following conditions:

    • Equals - use this operator to specify that the string you enter in the text field must exactly match the event you enter in the text field, in order to be tracked to the goal.

    • Regex - use this operator to format the event name, using a Regular Expression (RegEx) pattern. This is useful if you want to use more than one contains conditions because you can match different page parameters with just one regular expression. For more details on how to write RegEx characters, see https://www.regular-expressions.info.

    • Starts With - use this operator to specify that the event name must start with the string you enter in the text field, in order to be tracked to the goal.

  6. To see additional data about the event on the Performance Analytics screen, click Add attribute and specify the following fields:

    • Attribute Title - enter the title of the attribute you want to track.

    • Match Condition - select either String Equals or String Not Equals from the operator drop-down list.

    • Attribute Value - enter the exact string value you want to match or not match.

  7. In the Page Parameters section, in the Match condition drop-down list, click one of the following conditions:

    • Equals - use this operator to specify that the string you enter in the text field must exactly match the page parameter from the VIEW event, in order to be tracked to the goal.

    • Regex - use this operator to format the page parameters in a VIEW event, using a Regular Expression (RegEx) pattern. This is useful if you want to use more than one contains conditions because you can match different page parameters with just one regular expression. For more details on how to write RegEx characters, see https://www.regular-expressions.info.

    • Starts With - use this operator to specify that the page parameter from the VIEW event must start with the string you enter in the text field, in order to be tracked to the goal. We recommend using the Starts with operator so you do not need to rely on an exact page parameter match.

  8. Enter the full, partial, or Regex pattern in the text field. This is the page parameter within the custom event that you want tracked to the goal. Example: /seasonalOffers

    Warning

    You must enter the exact page parameter in the text field. The page parameter you enter in the text field depends on how the webpage was tagged when it was integrated with Sitecore CDP. If you do not know it, ask a member of your technical team.

  9. Select one of the following radio buttons:

    • Binary Goal - applies a metric that determines the winning variant based on an increased or decreased percentage.

    • Continuous Goal - applies a metric that determines the winning variant based on events and attributes that capture a numerical value, such as order value, and continue over an indefinite period of time.

  10. To specify whether you measure success based on an increase or decrease in conversion rate, select Increase or Decrease from the drop-down list.

  11. Click one of the following options in the drop-down list:

    • Conversion rate per session - this sets the average page view across all sessions to display on the Performance Analytics screen. This is the number of page view sessions divided by the total number of sessions. If the same guest has multiple sessions with a page view, each of the guest's sessions are treated as unique in the calculation.

    • Conversion rate per guest - this sets the average page view across all unique guests to display on the Performance Analytics screen. This is the number of converting guests divided by the total number of guests. If the same guest has multiple sessions with a conversion, the average conversion rate shows the average as it applies across unique guests.

  12. Click Save. You return to the Build  screen. The goal is added to the experiment as the primary goal.

  13. To add secondary goals that do not determine the winning variant, on the Goals block, click Add. The Goals slider modal displays for you to add secondary goals.