Optimly Developer Documentation

Goals

Goals

In short

Turn observed website signals into tested, named business outcomes.

A goal is a named business outcome recognized from one or more observed website signals. Optimly keeps the business outcome separate from the technical rule used to recognize it.

Supported rule types

RuleMatchesQuality
Destination reachedAuthorized hostname and optional exact or prefix pathDestination reached
Link clickedSafe target hostname/path and optional stable element keyEngagement
Form submittedSafe form key or normalized form actionEngagement
Custom eventValidated customer-defined event emitted after successConfirmed outcome
Provider completedA supported provider completion adapterConfirmed outcome when the adapter observes success

Configure a goal

  1. Open Goals for the connected website.
  2. Tell Ask Optimly the meaningful action you want to measure.
  3. Review the signals Optimly has actually observed for the site.
  4. Choose whether the goal is primary or secondary.
  5. Review the proposed rule and its signal-quality label.
  6. Start a bounded test window.
  7. Perform the action once on the authorized website.
  8. Review the matched observation.
  9. Confirm exactly what will count and activate the displayed draft.

A site can have one active primary goal and multiple secondary goals. A single browser session that matches several rules for the same goal counts once as a goal-reaching session.

Goal lifecycle

Goals move through draft, active, paused, and archived states. A draft must be tested or activated with an explicit unverified override. Changing a draft invalidates a previous confirmation so an older approval cannot activate different rules.

Pausing a goal stops future matching without deleting historical results. Archiving is for goals that should no longer return to active use.