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.