Join Michael Duquet for an in-depth discussion in this video Setting up your goals, part of Optimizely Fundamentals.
Now that we've got a lot of strategy out of the way, let's get our hands dirty and create or load our goals in the Experiment screen. First off, remember that in order to track goals and results, you'll need to ensure the Optimizely snippet is on each page you want to test. We covered that in a previous video, so check it out if you haven't already. All right, time to set some goals. In th Experiment panel, you will see this icon here that looks like a flag. It's not for a Nascar race. It's to set up goals. I'm going to go ahead and click that. By default, every experiment has Engagement listed as a goal which is the percentage of visitors who clicked on any part of the Experiment page.
This can be very helpful especially if you're doing analytics and heat mapping. However, if you want to remove it, simply mouse over and click Remove. So now we have no goals. What we can do is Add a Saved Goal from the same project which will be one of these ones here. Revenue seems like a good one. Revenue earned per visitor after visiting an experiment page. This also requires another line of code to be added which you can find in the Optiverse. You can also create a new goal fairly easily in the Experiment panel by clicking Create New Goal and choosing one of three options.
The first one we'll look at is Page Views. Page Views is how many visitors actually look at a certain specific page. I'm going to call this Homepage_Views, and I'm going to test. The Homepage. The URL match type can be one of several options. Exact match, meaning it will only be this page, Simple match and Substring match, which are strings of this page. Or Regular expression which is also called Regex. Which is a way for computer users or programmers to express how a computer program should look for a specified pattern in text.
I'm going to go ahead and select this option. Give it the name of Homepage_CTA_Clicks and as you can see below, it lets you interact with each single element. Clicks relates to an element and how many customers interact with that specific element. The CTA I'm considered with is the Buy at Amazon so I'm going to select that. And just like that I'm going to scroll down and click Save. Now I have three goals already. One related to revenue, one to views, and one to clicks. The final type of goal we can add in Optimizely is a big one. It's called Custom events.