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FluentCRM

Expected behaviour of goals

Hi, I would love to understand how goals work and I miss some clarifications in the documentation.

What I would like to do is set up a goal that if a client clicks a link in an email (gets a new tag when they do and the goal is triggered by that tag) then they skip to the goal. If they don't click the automation should go down the list of emails and then quit.

Here's my dream scenario: Start automation -> email one -> wait -> email 2 -> wait... -> email N -> end funnel here -> goal X - > email to clickers X -> end funnel here -> goal Y -> email to clickers Y -> end funnel here

I understand that there are more obvious ways to do this but this would be easier and faster without ifs and multiple automations.

Thanks // jonas

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  • 3 comments

Norm Sash

Hey Jonas, could you please explain more what the issue is? I have a similar setup and it works fine in a single automation.

Jonas Höglund

Norm Sash Hi Norm,  I just want to understand if this is the expected behavior since I have a hard time understanding the documentation.

I have not set this up so I don't know how it works, how is your setup?

Norm Sash

Jonas Höglund , yeah, I think you got it Jonas. I have some automations set up almost just like what you outlined and they work fine. I think you got it conceptually and should be able to move forward.