Goals or BenchMark Actions

Benchmarking is a very important step to measure actions or steps that are taken for any Email Marketing or Business Campaign.

FluentCRM offers 8 Benchmarking Actions that can set your goals higher by measuring different aspects, actions, or steps you take in the automation such as Order Received (WooCommerce), New Order Success (EDD), List Applied, Tag Applied, Tag Removed, List Removed, Link Click, and Email Sequence Completed.

These are your Goals or Secondary Additional Triggers that you can set or add to any automation at any point as action and you can measure these steps to change the behavior of the marketing approach, tasks, or update your concepts. For example, From your campaign emails, you can set up the benchmark as if a user clicks a link or purchase something and then take a certain action. The action can be adding them to a new list adding a new tag or sending them a new email or sequence of emails.

In this article, we will be learning about the available Goals, Benchmarks, or Additional Triggers available to analyze and segment your contacts based on the behavior of the users in a funnel or automation.

crm actions goals

Order Received (WooCommerce) #

In your funnel, you can add the Order Received in the WooCommerce benchmark so that you can track whether the user purchased the product from your store, and then you can take certain actions based on the purchase in the Processing Status.

crm action goals order received
  • Internal Label: A Short Title that is described in the Internal Label.
  • Internal Description: A Short Description that is described in the Internal Description.
  • Target Products: This will list all the available products in your store. Select the targeted product you want to track whether purchased or not from this funnel. Keep it blank to run the action for any product purchased.
  • Target Product Categories: Select your targeted product categories to run the benchmark action or keep it blank to run the benchmark to any product category.
  • Purchase Type: There are three purchase types available for the benchmark.
    1. Any type of Purchase: This will include all types of purchases like First Order, Second Order, or anytime the Order is Placed.
    2. Only for First Purchase: If you choose the only first purchase the benchmark will be true if the user is purchasing for the first time, If you choose the benchmark will be true if the user purchases for the second time.
    3. From 2nd Purchase: The last one is for any purchase placed except for the first purchase made by the contact for the specified product or the product category.
  • Benchmark Type: Select whether the benchmark action is mandatory to run the tasks after the benchmark. If you select Essential Point the next tasks will run only if the benchmark action conditions become true which is the user purchased from your store and the conditions become valid. Otherwise, the next actions won’t run. Setting Optional Point will run the later actions even if the benchmarking action does not become valid or true.

New Order Success (EDD) #

In your funnel, you can add the New Order Success in EDD benchmark so that you can track whether the user purchased the product from your store, and then you can take certain actions based on the purchase.

crm action goals new order edd
  • Internal Label: A Short Title that is described in the Internal Label.
  • Internal Description: A Short Description that is described in the Internal Description.
  • Target Products: This will list all the available products in your Easy Digital Downloads store. Select the targeted product you want to track whether purchased or not from this funnel. Keep it blank to run the action for any product purchased.
  • Target Product Categories: Select your targeted EDD product categories to run the benchmark action or keep it blank to run the benchmark to any product category.
  • Purchase Type: There are three purchase types available for the benchmark.
    1. Any type of Purchase: This will include all types of purchases like First Order, Second Order, or anytime the Order is Placed.
    2. Only for First Purchase: If you choose the only first purchase the benchmark will be true if the user is purchasing for the first time, If you choose the benchmark will be true if the user purchases for the second time.
    3. From 2nd Purchase: The last one is for any purchase placed except for the first purchase made by the contact for the specified product or the product category.
  • Benchmark Type: Select whether the benchmark action is mandatory to run the tasks after the benchmark. If you select Essential Point the next tasks will run only if the benchmark action conditions become true which is the user purchased from your store and the conditions become valid. Otherwise, the next actions won’t run. Setting Optional Point will run the later actions even if the benchmarking action does not become valid or true.

List Applied #

You can use this benchmark to check whether the contacts are already added to certain lists. Based on whether the contact is in the list or not you can proceed to further actions in your Funnel.

At first, select the lists which you want to match whether the contact exists on that list. You can run the benchmark if the contact is added to any of the lists or all of the selected lists. The benchmark type has two properties, essential and optional. Select if this benchmark is essential to go to the next step of the funnel or optional. If you choose it as essential the actions after this benchmark will be performed only if this benchmark is true. Now save the settings when all are set.

crm action goals list applied
  • Internal Label: A Short Title that is described in the Internal Label.
  • Internal Description: A Short Description that is described in the Internal Description.
  • Select Lists: Select the target lists you want the contact attached to trigger this benchmark action.
  • Run When: You can set the contact added in any of the selected lists or contact added in all of the selected lists if you have added more than one list in the selection.
  • Benchmark Type: Select whether the benchmark action is mandatory to run the tasks after the benchmark. If you select Essential Point the next tasks will run only if the benchmark action conditions become true which is the user purchased from your store and the conditions become valid. Otherwise, the next actions won’t run. Setting Optional Point will run the later actions even if the benchmarking action does not become valid or true.

Tag Applied #

You can use this benchmark to check whether the contacts already have one or more specific tags. Based on whether the contact has the tags or not, you can proceed to further actions with your Funnel.

At first, select the tags which you want to match whether the contact already has tags. You can run the benchmark if the contact has any of the tags or all of the selected tags.

crm action goals tag applied
  • Internal Label: A Short Title that is described in the Internal Label.
  • Internal Description: A Short Description that is described in the Internal Description.
  • Select Tags: Select the target tags you want the contact attached to trigger this benchmark action.
  • Run When: You can set the contact added in any of the selected tags or contact added in all of the selected tags if you have added more than one tag in the selection.
  • Benchmark Type: Select whether the benchmark action is mandatory to run the tasks after the benchmark. If you select Essential Point the next tasks will run only if the benchmark action conditions become true which is the user purchased from your store and the conditions become valid. Otherwise, the next actions won’t run. Setting Optional Point will run the later actions even if the benchmarking action does not become valid or true.

Tag Removed #

You can use this benchmark to check whether the contacts were removed from one or more specific tags. Based on whether the contact is removed from tags or not, you can proceed to further actions with your Funnel.

crm action goals tag removed
  • Internal Label: A Short Title that is described in the Internal Label.
  • Internal Description: A Short Description that is described in the Internal Description.
  • Select Tags: Select the target tags you want the contact removed to trigger this benchmark action.
  • Run When: You can set the contact removed in any of the selected tags or contact removed in all of the selected tags if you have added more than one tag in the selection.
  • Benchmark Type: Select whether the benchmark action is mandatory to run the tasks after the benchmark. If you select Essential Point the next tasks will run only if the benchmark action conditions become true which is the user purchased from your store and the conditions become valid. Otherwise, the next actions won’t run. Setting Optional Point will run the later actions even if the benchmarking action does not become valid or true.

List Removed #

You can use this benchmark to check whether the contacts are removed from certain lists. Based on whether the contact is removed from the lists or not you can proceed to further actions in your Funnel.

crm action goals list removed
  • Internal Label: A Short Title that is described in the Internal Label.
  • Internal Description: A Short Description that is described in the Internal Description.
  • Select Lists: Select the target lists you want the contact removed to trigger this benchmark action.
  • Run When: You can set the contact removed in any of the selected lists or the contact removed in all of the selected lists if you have added more than one list in the selection.
  • Benchmark Type: Select whether the benchmark action is mandatory to run the tasks after the benchmark. If you select Essential Point the next tasks will run only if the benchmark action conditions become true which is the user purchased from your store and the conditions become valid. Otherwise, the next actions won’t run. Setting Optional Point will run the later actions even if the benchmarking action does not become valid or true.

The Link Click Benchmark will run once a subscriber click on the provided link. From the benchmark click on the Link Click Benchmark and a Popup box will open with certain fields including Copy This Link, Redirect To, and Benchmark Type.

crm action goals link click
  • Internal Label: A Short Title that is described in the Internal Label.
  • Internal Description: A Short Description that is described in the Internal Description.
  • Copy This Link: FluentCRM will provide you with a link that you need to use to trigger this benchmark action. If you do not see the link immediately please save the action and it will generate a link for you. Please remember that this works in a similar way as Smart Links.
  • Redirect To: Place the destination URL you want the user to to be redirected on the link clicked.
  • Benchmark Type: Select whether the benchmark action is mandatory to run the tasks after the benchmark. If you select Essential Point the next tasks will run only if the benchmark action conditions become true which is the user purchased from your store and the conditions become valid. Otherwise, the next actions won’t run. Setting Optional Point will run the later actions even if the benchmarking action does not become valid or true.

Now add the link somewhere into your email, it will be tracked and the funnel will continue or stop based on whether the user clicked into that link and your Benchmark Type settings of Link Click Benchmark.

Email Sequence Completed #

crm action goals sequence completed
  • Internal Label: A Short Title that is described in the Internal Label.
  • Internal Description: A Short Description that is described in the Internal Description.
  • Email Sequence Selector: Select the Email Sequence from the dropdown. You can select one more Email Sequences that needs to be completed and will trigger this benchmark action.
  • Benchmark Type: Select whether the benchmark action is mandatory to run the tasks after the benchmark. If you select Essential Point the next tasks will run only if the benchmark action conditions become true which is the user purchased from your store and the conditions become valid. Otherwise, the next actions won’t run. Setting Optional Point will run the later actions even if the benchmarking action does not become valid or true.

That’s all for Goals in the FluentCRM now!

3 Comments

  1. I’m a bit confused as to the difference between benchmark blocks and conditional blocks. Can someone explain the difference and when to use one as opposed to the other? Thanks.

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