This goal type is really your catch-all goal! Sometimes you just need to reach out and talk with your contacts, get their thoughts and opinions, or maybe get them some vital information without sending out a link or inviting them to an event. If this is what you’re looking for then we recommend the Engage with Contact goal type!
Setting up an Engage with Contact goal type
- Head over to the Goals tab in the admin panel and click on ‘Goal type.’ From the dropdown menu, select Engage with Contact.
- Add a name for your goal, when you want the goal to end, and who your agents can message.
NOTE: Unless your agents have a relationship with all of the contacts they are reaching out to we typically recommend using Anyone. You can read more about the differences between these options here: Assigned vs. Anyone Messaging
- Setup your targeting for your goal, create your initial script and response script.
- Add any additional response scripts that may be helpful for your agents to have access to while sending out messages.
- Then press Create Goal.
Goal Specific Data: Engage with Contact
Getting in touch with your Contact's is an awesome way to build relationships and checking out the data afterwards is a great way for you to have a better understanding of your universe!
Wondering how to access your goal-level data? Check out this help article for more info: How do I access my Goal level data?
The Engage with Contact action type in your goal-level export will highlight whether or not your Contact has responded positively or negatively about your request. The data will be exported to you in the format below:
Hustle is great for having conversations but, lest we not forget the beauty of big data!