1. Goals

Associate goals with an item using a rule

Version:

You can associate goals with items using rules. A rule consists of a condition that, when met, triggers an action. For example, when a visitor goes to a page for requesting a demo, or one of its descendant pages, a goal is triggered sending the visitor to a page with a form for adding contact information.

The condition can also include tags that are assigned to items. For example, if a page with a specific tag is visited, it can trigger goals.

To associate goals with an item:

  1. In the content tree, navigate to sitecore/Content/System/Marketing Control Panel and expand Marketing Definition Mapping.

  2. Right-click Rules and click Insert > Rule.

    In the Content Editor, where to define marketing rules

  3. In the dialog box, enter a name for the rule, for example, Goal rule, and then click OK.

  4. On the Content tab, in the Data section, click Edit rule.

  5. In the Create rule dialog box:

    • Select the condition you want to use, for example where the item is the specific item or one of its ancestors.

    • Select the Apply goals: goals action.

      Defining a rule that associates an item with goals
    Note

    To select tags instead of items, in step 5.a, scroll down to Item Tags and select the where the specific tag is assigned to the item condition.

  6. In the Edit rule section:

    • To select the item for the condition, click the specific link.

    • To select the goal you want to trigger, click the goals link. You can select multiple goals.

    • Double-click the goals to move them to the Selected column.

    Now the item and goals are shown in the rule statement.

  7. Save and publish the changes.

If you have suggestions for improving this article, let us know!