Goals from page views

Owned by Karl Tompson
Aug 15, 2023
1 min read

Configure Salesforce automation to assign a Goal to a visitor when a particular page is visited.

Automation

Create a new automation record with the following values:

  • Automation Name: label for internal identification

  • Action Type: Apply a Goal

  • Tested Data Type: Event

  • Active: checked

  • Name Value: a unique code for the Goal

  • Numeric Value: the value to assign each time the page is viewed (*)

  • Condition Matching: All Conditions (AND)

  • Suppress Duplicates: (*) un-checked to add for every view, checked to add only once per update

Click Save Changes.

Conditions

Click Add Condition… and create a condition to match the href accessor within the session event data:

  • Condition Test: Event Raw Data

  • Data Accessor: href

  • Operator: Contains

  • Value: (Text) a unique part of the URL to match

By default Send2CRM includes the href property in PAGE and FRAGMENT events. The condition won’t match any other events since they don’t have this property. However if desired you can also restrict the type by adding a second condition:

  • Condition Test: Event type

  • Operator: =

  • Value: (Text) e.g. “PAGE”