CTX Goal Nodes: Adding to the journey

Objectives of CTX Goals:

CTX Goals are added to track the number of leads that have come in the bot journey and is a milestone-based approach to get drop-offs in the journey

Goal 1: Lead
Best practice: Add this goal node as soon as the journey commences ie after the “Starting Node”. CTX Lead goal is used to retrieve the phone number of the user.

Goal 2: Deep Conversation
Best practice: At the midpoint of the journey. For eg: If journey includes 4 user inputs, Deep Conversation to be added after the 2nd user prompt

Goal 3: Qualified Lead
Best practice: Add the goal node after the journey ends ie after the last user prompt. This helps in calculating the correct journey completion rate

Adding CTX Goals in the journey

Best Practice and Disclaimer: CTX Goals are automatically created when the client onboards their Meta Ads Account to Ad Management. Please DO NOT create CTX goals manually.

Step 1: Click on the “Add” button on the connecting thread between the two nodes. This button pops-up as soon as you hover on the blue thread using the cursor

Step 2: In the list that opens, select Action > Goal

Step 3: Once the goal is added, click on the goal node to open the pop-up shown on the right hand side of the screenshot above

Step 4: In the pop-up, add the information as shown in the screenshot above:

Step 5: You can now repeat the mentioned steps in the previous slides to similarly add the following other CTX Goals:

1. Deep Conversation
2. Qualified Lead