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How to set up Goal Tracking for Wisepops

Goal and revenue tracking allows you to monitor the goal conversions and revenue generated by your popups and notifications.

Updated this week

The three steps to activate this feature are :

  1. Configuring the attribution model

  2. Creating one or several goals

  3. Assigning a goal to a campaign

If you were using our legacy Popups revenue tracking, please check the last section for instructions on migrating your legacy goals to the new goal tracking system.

General requirements

The page of your website on which the goal conversion occurs must:

  • Have Wisepops installed.

  • Be hosted on the same domain as your campaigns (cross sub-domain tracking is supported).

Step 1 - Configuring the attribution model

By visiting the Goals page in the Settings, you will be able to configure the goal and revenue attribution model. Here are the parameters you can select:

  • Currency for revenue tracking.

  • The length of the attribution window, or, in other words, how long can a goal campaign still be attributed a campaign after the start of the attribution window, as defined in the previous parameter.

For more information on how the attribution model works, please refer to this help doc.

Step 2 - Creating one or several goals

The second step is to visit the "Goals" section in the left menu and to define all the goals that you want to track. A goal can be a completed order, a subscription, a donation or all other goals that you care about - for example, browsing the page of a new collection. So click on the "Add goal" button, and you will be able to select between several goal creation methods.

Using our Shopify app? Orders and revenue are automatically tracked by Wisepops with our Shopify app. Therefore, if you want to track the revenue generated by Wisepops campaigns, you can directly go to step 3.

Choosing between URL and JavaScript goal tracking methods

Before creating your goal, it's important to understand which tracking method best suits your needs. The URL method is perfect for straightforward conversions where reaching a specific page indicates success - like thank you pages, order confirmation pages, or subscription success pages. This method is quick to set up and works great when all conversions have the same value or when you don't need to track revenue at all.

On the other hand, the JavaScript snippet method gives you much more flexibility and control. Use this method when you need to track dynamic revenue values (like varying order amounts), when your conversion happens without a page change (such as form submissions on the same page), or when you need to track complex events that can't be defined by a simple URL. While it requires a bit more technical setup, it's the go-to choice for e-commerce sites tracking actual purchase values or businesses with sophisticated conversion tracking needs.

Method #1: Create a goal conversion defined by a URL

In many cases, a goal can be defined by the visitor landing a URL page. This can be a checkout page, a subscription page, etc. In that case, you can create a goal by selecting the URL goal method. You just need to fill up the URL that defines a goal conversion (for example: "https://www.example.com/checkout"), and, optionally, you can assign a revenue value to that goal.

Note that you don't need to type in the full URL: the goal conversion will trigger if the URL matches or contains the URL goal you entered. For example, if you entered "checkout" as a URL goal, the goal conversion will trigger when visitors reach both "https://www.example.com/eshop/checkout" and "https://www.example.com/sales/checkout" pages.

This gives you more flexibility in the way to define goals.

With this method, the revenue value is always going to be the same for all goal conversions. If you need more control over the revenue generated by that goal, you can follow the JavaScript goal method.

Method #2: Create a goal conversion defined by a JavaScript snippet (advanced)

If the URL goal method does not cover your need, and you need more control over the definition of a goal conversion - or over the revenue associated to that goal, you can create a goal using by a JavaScript snippet.

First name your goal, then select "JavaScript snippet", and click "Save".

This will display the JavaScript snippet you need to add to your website when a goal is reached.

Note that there is a placeholder value (revenue: 100) for the revenue associated with that goal that you need to update either to another static value or to a dynamic value.

You can implement the JavaScript snippet on your website using Google Tag Manager.

Step 3 - Assigning a goal to a campaign

After setting up your attribution model and creating at least one goal, you can begin assigning these goals to campaigns.

Remember that a single goal can be linked to multiple campaigns. However, each Wisepops campaign can only have one attributed goal at any given time. The system doesn't support assigning multiple goals to a single campaign. Make sure you carefully select the appropriate goal during configuration.

When creating or modifying a campaign, you must assign a goal. It's essential to confirm that goal tracking is activated for each campaign during setup. If this setting is disabled, Wisepops won't be able to track conversions or revenue, even when users complete the intended actions.

  • For popups (or bars or embeds), click on the "Goal" icon in the left menu in the popup editor. You can select any goal that you have previously created or create a new goal from here.

  • For notifications, similarly, click on the "Goal" step on top of the screen in the Notifications editor:

Not all campaigns need to have a goal assigned, but we recommend assigning a goal to campaigns as much as possible in order for you to get the complete end-to-end picture of how Wisepops campaigns influence your customer journey and help them convert.

Best Practices for Managing Campaign Goals

  • Regularly review campaign goals to ensure they align with marketing objectives.

  • Document all changes made to goals and campaigns for precise analytics tracking.

  • Test configurations by simulating user actions to verify proper tracking behavior.If a campaign shows no attributed revenue despite conversions, first ensure that goal tracking has been enabled correctly. Additionally, confirm that the goal was configured and saved before any conversions occurred, as events prior to this setup will not be attributed.

Optional: If you were already using our legacy goal tracking

FAQs on Goals and Revenue Attribution in Wisepops

Can I set more than one goal for a campaign?

No. Each campaign in Wisepops can only have one attributed goal.

Why isn't my campaign showing attributed revenue despite conversions?

Ensure that goal tracking is enabled and correctly configured. If goal tracking is turned off, Wisepops cannot track or attribute revenue to the campaign. By addressing these common questions, users can gain a better understanding of how to optimize their Wisepops campaigns for accurate performance and revenue tracking.

This section only applies if you were already using the legacy JavaScript goal tracking feature for popups.

  • If you are already using the legacy goal tracking, you can keep using it for now and view the goals and revenue generated in the old analytics page. We recommend that you migrate to the new goal tracking feature which gives you more control over the goals and revenue generated by your Wisepops campaigns.

  • To migrate to the new goal tracking, you just need to create a new goal inside the app. You can select any of the available methods provided in this tutorial.

  • You can start tracking the goal and revenues in the new analytics page.

  • Finally, remove the old JavaScript snippet as it will not be useful anymore.

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