Goals and Settings in Experience Targeting (XT) activities

The Goals & Settings page is where you enter information about the goals of the test:

  • Activity Settings
  • Reporting Settings
  • Other Metadata

The available settings depend on whether you use Target or Analytics as the reporting source.

Activity Settings section_DCBDC354261F420EBD4B43EA34947BAC

The following settings are available:

Objective

Type an optional objective. The objective can be any information that helps you and your team members identify the campaign.

Priority

Depending on your settings, the Target UI and options for Priority vary. You can use the legacy settings of Low, Medium, or High, or you can enable fine-grained priorities from 0 to 999.

The priority is used if multiple activities are assigned to the same location with the same audience. If two or more activities are assigned to the location, the activity with the highest priority is displays.

If this option is not enabled in Administration (the default), specify a priority: Low, Medium, or High.

To enable fine-grained priorities, click Administration > Reporting, then toggle the Enable Fine-Grained Priorities option to the “On” position.

If this option is enabled, specify a value from 0 through 999:

  • 0 = Low
  • 999 = High

For activities created in previous versions of Target, Low priority is converted to 0, Medium is converted to 5, and High is converted to 10. You can adjust these values as necessary.

NOTE
Before you can disable this option after using fine-grained priories, all priorities must be set back to 0, 5, and 10.

Duration

The activity can start when approved, or you can set a specific date and time. Likewise, the activity can end when it is deactivated or you can set a date and time for the activity to end. The time picker uses a 24-hour clock, with 00:00 being midnight. The time zone is set to the time zone configured in your browser. To use a different time zone, set your browser to another time zone and restart the browser.

Reporting Settings section_13119392051044FBA6387D9B3B1C43CF

The following settings are available:

Reporting Source

Specify which solution data is collected from:

  • Adobe Target
  • Adobe Analytics
  • Adobe Customer Journey Analytics

If a reporting solution is specified in your account settings, the specified solution is used and this setting is not visible.

You cannot change your reporting source after the activity goes live to keep reports consistent.

Adobe Analytics: See Adobe Analytics as the reporting source for Target to learn about the differences between the reporting solutions and the advantages of each.

When selecting Analytics as the reporting source for Target (A4T), you select an Analytics report suite to receive Target activity data. To do this, first choose from any of the Analytics companies your account is tied to, and then select the appropriate report suite for the activity. Only report suites that are provisioned to connect to Target are available for selection. If you don’t see the report suite that you expect, first try logging out and logging back in to the Adobe Experience Cloud to try again. If the report suite is still missing from the list, contact Customer Care.

Analytics for Target (A4T) requires a tracking server to report results correctly. A default tracking server displays in the Tracking Server field. If you use more than one tracking server, ensure you include the correct tracking server in this field. See Using an Analytics Tracking Server for more information.

Adobe Customer Journey Analytics: See Target reporting in Adobe Customer Journey Analytics for more information about the integration between Adobe Customer Journey Analytics and Target.

Goal Metric

Select the action taken by a visitor to achieve the goal. For example, choose a Conversion metric, then set the parameters that determine when success is achieved.

For more information about setting metrics, see Set Metrics.

NOTE
If the reporting solution is set to Analytics, the only available goal metric is Conversion. Analytics metrics cannot be selected as a goal.

When you select your success metric, a selector displays. Use this selector to choose the specifics for the success metric.

If enabled, the Estimated Value of the Conversion field (not available for Page Score metrics) provides a value for your goal, but not for other metrics. This value enables Target to calculate an estimated lift in revenue. This field is optional; however, incremental revenue for any non-revenue metric cannot be calculated without it. For all revenue metrics (Revenue per Visitor, Average Order Value, Total Sales, and Orders), the estimate uses Revenue per Visitor. The data type is currency.

After reaching the activity goal, a visitor continues to see the activity content, unless that visitor qualifies for a higher-priority activity. If the visitor reaches the goal again, it is counted as another conversion. This behavior is different from the default behavior in Target Classic, which counted visitors as new if they see the test again.

Additional Metrics

Create additional success metrics.

This setting is not available if the reporting solution is set to Analytics. In this case, the metrics defined for the Analytics report suite are applied.

Audiences for Reporting

By default, reports show results for all qualified visitors. You can add report audiences to show only information about specific audiences.

This setting is not available if you choose Analytics as your reporting solution. The audience defined for the Analytics report suite is applied.

Other Meta Data

Type any information about your activity that is useful for yourself or other team members. The Notes pane is resizable.

Advanced Settings section_E2FE441AFB324E498793ABB025ED9974

Advanced settings are available for Experience Targeting goal metrics.

Advanced Settings

NOTE
If you use Analytics as your reporting source, settings are managed by the Analytics server. The Advanced Settings option is not available.

The following settings are available:

Which success metric must be reached before incrementing this metric?

Use this option to only count visitor as reaching the success metric if they’ve previously reached a different success metric. For example, a test conversion might only be valid if the visitor clicks the offer or reaches a particular page before converting.

You can provide dependency on multiple metrics along with the flexibility to choose whether the metric should be reached or not reached for the count to increase.

You must define both (or multiple) success metrics before you can make one dependent on another.

The Add Dependency option allows the success metric to increment if another success metric has been reached or has not been reached.

To add a dependency:

  1. After adding additional metrics, click Advanced Settings.

  2. Click Add Dependency:

    Add dependency link

  3. Drag and drop the desired metrics from the left pane into the right pane, then click Reached to toggle the setting between Reached and Not Reached.

    Add Metrics Dependency dialog box

You can edit or remove dependencies after adding them.

What will happen after a user encounters this goal metric?

There are three options for what happens after a visitor reaches the goal metric:

  • Select Increment Count & Keep User in Activity to specify how the count is incremented.
  • Select Increment Count, Release User & Allow Reentry to specify the experience the user sees if they reenter the activity.
  • Select Increment Count, Release User & Bar from Reentry to specify what the user sees instead of the activity content.

See Success Metrics for more information about advanced settings.

Training video: Activity Settings (3:02)

This video includes information about activity settings.

  • Enter an objective for your activity
  • Set the priority level of your activities
  • Schedule activity start and end times
  • Add audiences for reporting to create report filters
  • Enter notes for your activities
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