How do I set Goals for my Events?

You can add Goals to events and track both your quantitative and qualitative objectives for a given event.

You can also customize Goal field labels in your Org Settings, so that each event in the Team reflects your company's terminology.

Setting event Goals

To find Goals within an event, go to the ROI tab. There are five Goal fields available: four numeric fields for key metrics and one text field with rich formatting. 

Customizing Goal Fields

By default, numeric Goal fields have generic labels ("Goal 1", "Goal 2", etc...), but you can customize these labels and add your own short descriptions. 

To update existing Goal fields, first click the 🏢 building icon in the upper-left to go to Org Settings. Next, go to the Settings tab and then the Goals subtab.

The labels and descriptions you set in the Goals section in Org Settings will appear as the label and tooltip help text on the Goal fields in an event's ROI tab.

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