If you've ever wondered whether your marketing campaigns are actually moving the needle on your business objectives, then Business Goals is going to be your new best friend. In this video, we'll explore how this feature brings together all your marketing assets—campaigns, SMS, automations, and forms—into one unified dashboard to track performance against specific conversion goals.
With Active Intelligence working behind the scenes, Business Goals provides real-time insights and AI-powered recommendations for your next best actions. We'll walk through creating your first business goal, grouping related assets, and setting conversion targets.
You'll learn:
- What Business Goals is: A strategic container that groups related marketing activities and measures them against conversion goals.
- How it works: Real-time progress tracking, AI recommendations, and unified performance views connecting activities to outcomes.
- Creating a Goal: A step-by-step guide to setting up a goal using plain language prompts, like "grow my priority list by a thousand contacts."
- Adding Assets: How to link campaigns, automations, and forms to your goal, automatically labeling them for easy tracking.
- Best Practices: Tips on strategic asset grouping, setting realistic targets, and using AI recommendations for continuous improvement.