Use Cases

• For a Smart Walk-Thru that guides users through creating a lead in a CRM, track whether users submit new leads
• Track whether new employees finish onboarding items, like updating their profile information
• For a ShoutOut promoting a sweepstakes, track how many users who see it sign up
• For a Resource about a new feature, track whether users use the feature after viewing it

Goals are rules you set in the editor for each WalkMe item. When a user's action matches the rule, like reaching a page or clicking an element, WalkMe records the goal as complete in analytics.

Main goals and milestones

Each item can have 2 kinds of goals:

• Main goal: Tracks whether the user completed the process
• Milestones: Track each significant step along the way, to show where users drop off when the main goal isn't reached

For example, a Smart Walk-Thru for filing an expense report could have a main goal for reaching the success page, and a milestone for clicking Submit. If users click Submit but don't reach the success page, an error message may be blocking them.

Goals work with Smart Walk-Thrus, Resources, Shuttles, ShoutOuts, and Onboarding Tasks. Onboarding Tasks support main goals only.

When goals are tracked

For Smart Walk-Thrus, Resources, Shuttles, and ShoutOuts, WalkMe starts checking goals when the item plays, whether the user starts it from the Player Menu, a launcher, or Auto Play. WalkMe checks every 2 seconds and keeps tracking for up to 2 hours after the item closes or ends. [CONFIRM tracking window]

Onboarding goals work differently. WalkMe checks them as soon as it loads on the page, even if the user never plays the task. When the goal is met, the task shows as complete in the user's task list.

Users don't see goals for any other item type.

Condition Builder

Create the Main Goal

Choose a main goal that shows value and ties to your KPIs. A URL or message that only appears after the process is complete works best.

1. Open the item you want to add a goal to:
   • Smart Walk-Thru: Open Smart Walk-Thru settings
   • Articles and videos: Open the article or video
   • Shuttle: Open the shuttle
   • ShoutOut: Open ShoutOut options, then open goals tab
   • Onboarding Task: Open the task
2. Hover over the goal and select Edit
   
3. Name the goal. Keep it short and descriptive so it's clear in analytics, like "Success message received" or "Clicked Submit"
4. Create a rule in the condition builder for the action that counts as success. For example, a completion message appears (jQuery Element Is Visible), or the user reaches a confirmation page (Current URL Contains "submission_received")
5. Select Done

Create Milestones

Milestones help you find where users get stuck. Create one for each significant step in the process, using a unique URL or element. You can add milestones after you create the main goal.

1. Select Add a Milestone
2. Name the milestone
3. Create a rule for the step in the process the user has reached
4. Select Done

Test Your Goals

Play the item in Preview or Published mode and use the Flow Tracker to check that goals are met.

Review Goal Data

In the WalkMe Console, review goal data in Insights. Goal metrics appear on the Overview, Smart Walk-Thrus, Resources, Shuttles, and ShoutOuts tabs, in the following widgets:

• Top goals: Includes data for main goals and milestone goals
• Main goal completions: Includes data only for main goals
• Goal completion analysis: Includes data for main goals and milestone goals

Tip Tuesday Video

Goals! Goals! Goals!