Add a goal to a headless experience

Add a default goal

Use a default goal to measure Page views, Bounce rate, or Exit rate.

If you want to measure an event that is not covered by a default goal, see Add a custom goal.

To add a default goal:

1. On the Configuration page, in the Goals section, select Track Performance.

2. Click Add goal.

3. In the Select a goal section, select Page views, Bounce rate, or Exit rate.

   Note

   The first goal you add becomes the primary goal. You can add additional default or custom goals to measure other performance metrics.

4. In the Goal name field, enter a descriptive name.

   Example: Increase summer offer page views

5. In the Target field, enter the target percentage.

   Example: Enter 20% for a target of 20% improvement in the selected metric.

6. In Page name, select how SitecoreAI should match the page path, and enter the path to track:

   • Equals - matches only the exact path you specify.

     Example: /offers/summer matches only /offers/summer.

   • Regex - matches page paths using a regular expression. The expression must match the entire page path.

     Example: ^/offers/.*$ matches any page whose path begins with /offers/.

   • Starts with - matches any path that begins with the specified value.

     Example: /offers/ matches /offers/summer and /offers/winter.

7. Optionally, in the Description field, enter a short description of the goal.

8. Click Save.

The goal appears in the Goals section.

Add a custom goal

Use a custom goal to measure an event that is not covered by the default goals.

To add a custom goal:

1. On the Configuration page, in the Goals section, select Track Performance.

2. Click Add goal.

3. In the Select a goal section, select Custom goal.

   Note

   The first goal you add becomes the primary goal. You can add additional default or custom goals to measure other performance metrics.

4. In the Goal name field, enter a descriptive name.

   Example: Increase brochure downloads

5. In Goal definition, specify:

   • whether the metric should increase or decrease
   • whether the metric is measured per session or per visitor

   Example: Select Increase and Per visitor to measure an increase in brochure downloads per visitor.

6. In the Goal target field, enter the target percentage.

   Example: Enter 20% for a target of 20% improvement in the selected metric.

7. In Track event, select how SitecoreAI should match the event name, and enter the event to track:

   Important

   Make sure the value matches the event your organization sends to SitecoreAI. An incorrect event name can prevent the goal from being tracked.

   • Equals - matches only the exact event name you specify.

     Example: brochure_downloaded matches only the brochure_downloaded event.

   • Regex - matches event names using a regular expression.

     Example: ^brochure_.*$ matches event names that begin with brochure_.

   • Starts with - matches any event name that begins with the specified value.

     Example: brochure_ matches brochure_downloaded and brochure_shared.

8. Optionally, in the Description field, enter a short description of the goal.

9. Click Save.

The custom goal appears in the Goals section.