Adding Goals, Results and Accomplishments to Your Campaign

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You can seamlessly add goals and results to your campaign and align on joint strategy and goals for your campaign with your partners. 

You can add one or more accomplishments for your campaign.

Finally, you can also connect to an integration to map results from your CRM System and track your metrics on the go. (See Connecting to an Integration).

Enter Goals and Results for your Campaign

Add an Accomplishment

Enter Goals and Results for your Campaign

Steps:

  1. Navigate to your campaign.

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  2. Click the Add Goals, Results or Accomplishments button. Edit Objective screen opens.

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  3. In the Goals and Results section, Click + Add Goal button.
  4. Select a Metric. For example, Annual Recurring Revenue (ARR); Marketing Pipeline, Attendees, etc.
  5. Enter a numeric value for a goal. 
  6. You can enter a result for the goal at any time that you have the results.
  7. Click Save.

Add an Accomplishment:

  1. Navigate to your campaign.
  2. Click the Add Goals, Results or Accomplishments button. Edit Objective screen opens.
  3. In the Accomplishments section, Click +Add Accomplishment.
  4. Enter an accomplishment.
  5. Click Save.
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