Add a conversion rate goal to an experience in Sitecore Personalize
You can add a conversion rate goal to understand the performance of your online content and marketing strategies. By adding a conversion rate goal to an experience, you can get insights on how well the experience has contributed to driving an increase or decrease in conversions from guests.
For example, you can create an experience in Sitecore Personalize and add a conversion rate goal to measure the impact of a new checkout process in conversions. Additionally, you can specify a goal target, quantifying the conversion percentage you are hoping to achieve with the experience.
The Personalize API is what developers use to run interactive experiences. If you add a conversion rate goal to an interactive experience, ensure that your organization uses the browserId attribute when calling the Personalize API. This ensures that the goal is attributed to the correct browser session and the attribution rate is accurate when viewing performance analytics.
To add a conversion rate goal:
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In the experience builder, click the Goals tile and click Add Goals.
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In the Goals pane, click Order revenue.
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In the Order revenue pane, in the Goal name field, enter a descriptive name for the goal. This name will display on the Performance screen.
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In the Goal definition section, do the following:
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In the first drop-down list, select Increase or Decrease to set whether a higher or lower conversion rate is considered a successful outcome.
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In the second drop-down list, select Conversion rate to choose conversion measurements.
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In the third drop-down list, select one of the following options to measure the conversion rate:
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Per session – calculates the conversion rate per session of the experience. This is done by dividing the number of converted sessions in the experience by the total number of sessions in the experience.
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Per guest – calculates the conversion rate of the experience for each unique guest. This is done by dividing the number of converted guests in the experience by the total number of guests that were exposed to the experience. If the same guest has multiple converted sessions within the experience, the average conversion rate shows the average as it applies across unique guests in the experience.
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In the Goal target field, enter the conversion rate you want to achieve. For example, if you set a target of 20%, this means the experience will meet the goal when there are 2 out of 10 conversions.
NoteAdding a Goal target does not affect any calculations. This value will be displayed as a baseline metric on the Performance screen, designed to help you compare the actual conversion rate against your targeted goal.
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Optionally, to add more details about the goal, click Description.
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Sitecore Personalize automatically creates a Friendly ID as you enter a Goal name. You can use this ID to refer to the goal when integrating.
To edit the ID, click
and enter the new ID for the goal.NoteWhen editing, use a-z, 0-9, and underscores for spaces.
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Click Save. The goal is added to the Goals tile.
Conversion rate goal snapshot
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What it tracks - the percentage of users or sessions that result in order conversions.
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Conversion - occurs when the user successfully submits an order through a CHECKOUT event.
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Attribution - identifies and credits the experience that contributed to the order completion and its associated value.
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Multi-touch example - if a user interacts with a personalized homepage, views a product recommendation, and then completes a purchase, each of these touchpoints is credited for contributing to the order conversion.
Next steps
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Start the experience for personalization to take effect.
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View the analytics. After starting the experience, you can immediately see operational data. Within 24 hours, you’ll see the goal target as a baseline on the Performance screen. This lets you easily identify whether the experience has reached its target.