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How to set goals for your ConvertBox

ConvertBox allows you to easily set goals for an individual ConvertBox or an entire group of ConvertBoxes. Once a visitor meets the goal you set they will no longer be shown the ConvertBox.

Important note about testing goals

A common problem when testing your ConvertBox is that once you have met the goal for you ConvertBox/Group it will no longer show to you.

To avoid this issue when testing we highly recommend using Chrome browser and opening an “Incognito” window. File > New incognito window. This allows you to view your site as if you were a new visitor with no past history. To start a fresh test you will need to close ALL incognito windows before opening a new one again. Leaving even one incognito window open will not clear your session history.

Setting a goal for an individual ConvertBox

Setting a goal for a single ConvertBox means when a visitor meets your goal the ConvertBox will no longer show to that visitor.

To add a goal to your ConvertBox, go to the editor and select the Goals tab then turn on goals and select your desired goal. Options shown in this selection will vary depending on what elements you have in your ConvertBox.

Once you have set your goal any visitors who meet that goal will no longer see your ConvertBox.

Setting a goal for an entire Group

Setting a goal for an entire Group means that when the goal is met the Group and all of the ConvertBoxes contained inside will no longer show to that visitor.

To set a goal for your Group, open your group and select “Settings”.

In the Group settings modal turn on goals and select your desired goal.

 

Examples of when to use goals

Goals are flexible and useful for many situations depending on your objective. Here’s a couple of examples of how you may want to consider using goals.

Example 1 (Single ConvertBox goal)
You have one offer showing to your visitors but you don’t want it to show again if the visitor has clicked the button. In this situation you do not need to use a Group goal, instead in the editor simply set the goal in your ConvertBox to “Has clicked a button”.

Example 2 (Group ConvertBox goal)
You have two ConvertBoxes with the same objective (to get a lead). One ConvertBox is directing the visitor to a special opt-in page, while the other ConvertBox on your blog is asking visitors to subscribe to your newsletter directly. In this situation you can set individual goals for each ConvertBox, then add both in the same Group and set the Group goal to “Met the goal of any ConvertBox in this campaign”. Now when a visitor meets the goal of any ConvertBox both messages will stop showing.

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