Understanding Event Goals in Vast Reach Campaigns

Introduction

Understanding the function and setup of Event Goals is essential for moving contacts from one stage to another in a Vast Reach Campaign. This comprehensive tutorial will guide you through setting up each event type within a Campaign Stage, applicable for both desktop and mobile interfaces.

Prerequisites Before Creating an Event Goal

Before starting this tutorial, ensure you have set-up of the following prerequisites. This is mandatory. Click the links below to learn more.

Navigate to Campaigns

  • Desktop: Click the 'Campaigns Icon' from the left side menu or go directly to it via this link: https://console.vastreach.com/campaigns.
  • Mobile: Click the Campaigns link text in the navigation (logo at the top left).

Understanding Event Goals

Event Goals are diverse and tailored to your campaign needs. We'll explore each event goal, discussing when, why, and how to use them.

Add To Group

  • Trigger: Contact added to a group in this stage.
  • Action: Adds contact to group and moves contacts to the next stage, if applicable.
  • Example: Schedule a task when contact is added.

Added-To-Group

Removed From Group

  • Trigger: Contact removed from a group in this stage.
  • Action: Removed contact does not advance to the next stage.
  • Example: Schedule a task when contact is removed.

Removed-From-Group

Opens Email

  • Follow-Up: If a contact opens a coupon email, use this event to categorize them for future campaigns.

Opens-Email

Clicks Link In Email

  • Next Stage: Triggered when a contact clicks a link in the email, ideal for identifying interested customers.

Clicks-Email-Link

Sent An Email

  • Tracking: Use this when an email is sent to categorize contacts accordingly.

Sent-Email

Sent An SMS

  • Similar to Email: Categorize contacts when an SMS is sent.

Sent-SMS

Email Bounces

  • Issue Handling: Redirect contacts with bounced emails to resolve delivery issues.

Email-Bounce

Any Contact Created

  • Welcome Opportunity: Send welcome messages to newly created contacts.

Any-Contact-Created

Any Contact Unsubscribes

  • Respect Choices: Remove or realign contacts who unsubscribe to suitable campaigns.

Any-Contact-Unsubscribes

Responds To Question

  • Targeting Specific Interests: Use responses to categorize contacts for more tailored marketing.

Do's and Don'ts

Do:

  • Remember removing a stage cancels all tasks for contacts in that stage.
  • Plan your event goals and tasks, as contacts can't move to a previous stage.

Don't:

  • Remove stages from an active campaign to avoid confusion.
  • Send marketing to unsubscribed contacts. Honor their decisions.