How do I save a Group Goal as a draft?

When you’re done setting up a Goal, you can save it as a draft it can be launched at a later time. Saving your goal as a draft lets you double check your work before you launch it. 

Once a goal is launched, workflows become available and the following can’t be changed:

• Assignment strategy (Anyone vs. FCFS)
• Targeting
• Reminders

For more information about workflows see How do I use Hustle goals?

 To save a goal as a draft:

1. From the admin panel,  click Goals > Add Goal and create your goal as your normally would.
   
   
2. In the top right, click Save Draft.
   
   
   
   
3. You'll be take all the drafts that are currently saved in the group.
   
   
   
   • Note: On the drafts page, admins have the option to duplicate any drafts. To duplicate a goal, click the arrow next to edit > Duplicate draft, and choose which group to duplicate the draft into. The duplicate will show up in the drafts of the selected group.
     
     
     
     
4. To make changes to a goal click Edit next to the name the goal. Once you've made your changes click Save Draft. 
   • Note: Anytime you leave the goal form page, you'll always be reminded to save your changes and to confirm you're ready to leave the page. 
5. Once a goal is ready to launch click Edit next to the name of the goal > Launch.
   
   
   
6. Verify your goals targeting and setup > click Create Goal.
   
   
   
   

   Note: The goal will be made live as soon as all the conditions are met in terms when agents can message, contact time, and messaging strategy.
   
   

   To delete a draft goal, click the arrow next to the name of the goal > Delete draft.

   Note: Deleting a draft is permanent and cannot be undone.