UI Path: Account Settings > General > Goals

What are Conversion Goals?

Conversion goals measure meaningful user actions on your website, such as form submissions, downloads, coupon usage, or any significant engagement events. Personyze supports tracking up to 12 custom conversion goals simultaneously across all campaigns, providing detailed analytics at both audience and action levels.

Every newly created goal adds a dedicated column in your Audience and Action statistics, accessible in the Statistics section.

Note: Goals are account-level settings; therefore, any goal created automatically applies to all your campaigns.

Default Campaign Metrics

By default, Personyze automatically tracks these campaign metrics:

• Impressions: Number of times the content was displayed to visitors.
• Clicks: Total clicks on personalized elements.
• CTR (Click-Through Rate): Percentage of impressions that resulted in clicks.
• Average Page Views: Average number of pages viewed per session.
• Time on Page: Average duration visitors spend on pages.
• Bounce Rate: Percentage of visitors who leave after viewing only one page.

Advanced E-commerce Metrics

If your product catalog includes prices and Personyze product tracking is enabled, additional metrics become available:

• Purchase Total Value: Total revenue from tracked transactions.
• Average Order Value (AOV): Average monetary value per transaction.
• Average Items per Order: Average number of items per transaction.
• Contribution Rate: Campaign-driven revenue as a percentage of total revenue.
• First-time vs. Returning Customer: Segmentation of new versus returning buyers.

Main Types of Conversion Goals

• Track Activity (Clicks, Mouseover, Load Events): Tracks user interactions.
• Goal if Page URL Contains: Triggered by specific text in the URL.
• Grab Data from Pages/Cookies: Extract dynamic data (form inputs, cart values) using CSS selectors or cookie names. Such as form email inputs, cart values, thank you message on the page, etc.
• Grab from Google Analytics: Capture event data via JavaScript expressions from GA.
• Grab from Google Tag Manager: Extract data from GTM’s data layer using JavaScript.
• JavaScript Conversion Pixel: Custom JS snippets for advanced tracking setups.

Advanced Goal Tracking Options

1. Type of Activity to Track

• Click Event: When a visitor clicks an element.
• Mouse Over Event: When a visitor hovers over an element.
• Load Event: When an element loads on the page.

2. Goal Value Settings

• No Value (Occurrence Only): Tracks occurrences without monetary values.
• Fixed Value: Assigns a static numeric value to each goal occurrence.
• Dynamic Value: Grabs variable values from page elements dynamically (e.g., purchase amounts).

3. Goal Tracking Frequency Limits

• Once per Visit (Session): Goal tracked only once per visitor session.
• Once per Page View: Tracks goal once per page load; repeated triggers override prior ones.
• No Limit: Tracks every occurrence without restrictions.

4. Additional Goal Settings

• Multiple Elements Match: Track multiple elements matching a single selector.
• Use Container on Click: Define a container from which data is captured upon clicking an element.
• Goal Value Unit: Define display units next to goal values in reports (use “*” as placeholder).

Setting Up Specific Goals

Grab Data Goal

1. Navigate to Goals in Account Settings.
2. Select Set New Tracking > Grab Data…
3. Configure by naming the goal, selecting elements visually or manually, specifying container types, data extraction timing, and setting optional static values.

Track Activity Goal

1. Access Goals under Settings.
2. Click Set New Tracking > Track Activity…
3. Name your goal, select or input the element ID using Personyze’s visual selector, and specify the tracked action (e.g., click).

Click-Through Rate (CTR) Tracking

Personyze automatically monitors CTR for personalized elements. Limit CTR tracking by marking elements as “Click Target” within the Personyze template.

CTR Tracking via WYSIWYG Editor

• Select the element in the WYSIWYG editor.
• Choose “Trigger on Event”.
• Select “Click” and track as “Extra”.

CTR Tracking for JavaScript Actions

personyze.action_state(${action_id}, 'extra')

Note: ${action_id} auto-substitutes within actions; otherwise, specify explicitly.

 

Reporting Clicks for JSON Recommendations

When using Personyze to generate product or content recommendations in JSON format, you need to send click events to Personyze to accurately track and measure performance metrics like click-through rates (CTR).

Reporting Click Events

Whenever a visitor clicks an item from your recommendations widget, report it back to Personyze using the following JavaScript snippet:

(self.personyze = self.personyze || []).push(['Product Viewed', PRODUCT_ID, 'action_id', ACTION_ID]);

• PRODUCT_ID: Replace with the ID of the clicked item (exactly matching the ID from your JSON result).
• ACTION_ID: Replace with the unique ID of the Personyze action (recommendation widget), available once the campaign is saved.