Goals create the workflows where your agents will message contacts. Goal types are the different templates with form fields and best practices that help you improve performance for your different types of campaigns.
Invite to Event
The Invite to Event goal type helps with inviting contacts for online and offline events. The sample scripts pull the event date and time you entered when creating the goal into the body of the message as variables. To make sure the goal goes smoothly, there are a few things you will want to know before you start:
- Date & Time of the event.
- Event location.
- Full event details including parking, child care, cost, and anything else you might think your contacts will ask about.
If Reminders are enabled, everyone your agents mark as RSVP’d Yes in the app will be automatically reminded based on how Reminders are set.
Use the Recruit Staff goal type when you are recruiting staff for specific opportunities. The sample scripts pull the staffing date entered when the goal was created into the message as a variable.
Your agents will be able to mark RSVP'd Yes and RSVP'd No.
If Reminders are enabled, everyone your agents mark as RSVP’d Yes in the app will be reminded based on how Reminders are set.
Engage with Contact
The Engage with Contact goal type can be seen as a catch-all, default goal type that can be used when you don’t need reminders, form fields and variables
Only Scripts are enabled in Engage with Contact goals.
Share a Link
To track how many contacts click on a link for a specific goal, use the Share a Link goal type.
By using Hustle’s custom domains, admins will have a record of every contact that clicked on the link that was shared. This data will be available when setting up the targeting for future goals. For more information, see How do I target contacts in my goal?
Admins can enable Click Tracking to track clicks on a designated <Link>. Admins can use the same <Link> for all contacts targeted in the Goal OR merge links saved as custom fields to individualize the links that contacts will receive. For more information about custom fields, see How do I create a custom field?
Note: Multiple links can be included in a goal, but only clicks on the designated <Link> will be tracked by Hustle.
In all cases, to improve deliverability, use direct links. Redirect links from services like bit.ly will often be flagged by carriers and messages won’t be delivered.
When enabling Reminders while Click Tracking is turned on, the targeting will include those who were marked as Yes and did not click the <Link>. Depending on your campaign, this may not be needed.
For more information, see Goal type: Share a Link.
Request a Call
Use the Request a Call goal type when you need your agents to make a call. Hustle tracks calls made automatically similar to the Share a Link goal type.
Admins can use the same variables (<Name of Person to call> and <Phone number to call>) for all the contacts targeted in a goal or merge different names and phone numbers saved as custom fields to individualize the names and phone numbers that contacts will be requested to phone. For more information about custom fields, see How do I create a custom field?
Note: Multiple phone numbers may be included in any goal, but only calls from the designated <Phone number to call> will be tracked by Hustle.
After enabling Reminders, reminder messages will target those who were marked as Yes and did not call the <Phone number to call>. Depending on your campaign, this may not be needed.
Use the VAN Survey goal type If you're working with the VAN integration to manage your contact list and want to replace Hustle’s native lead actions with the VAN survey responses of a VAN survey question.
For more information, see Goal type: VAN Survey.
- This goal type is only visible for organizations that have set up a VAN Integration.
- Survey Questions are available for both VAN & VAN My Voters integrations.
- The VAN Survey goal type only supports one VAN survey question and as many survey responses as are available for that question.
- You cannot integrate VAN events and additional survey questions with VAN Survey goal type. You can only integrate goals with VAN events and additional survey questions using the Configure Integrations section in the goal creation form.
- The goal results targeting filters support targeting conversation activity of VAN Survey goals. (canvassed, yes, no, etc.) The targeting filters don’t support targeting VAN survey lead actions / survey responses.