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[MUSIC PLAYING] With our new knowledge around the different reports and the ability to better understand our users, lesson three is going to be about how to set up goals and funnels to help us measure success of our website. In our last lesson, I showed you how to find the goal reports within the analytics profile. And now, it's time to learn how to set them up. So in our admin profile, under each view, we can set up to 20 different goals on our profile views.
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So here, we're going to navigate to create a new goal. When creating a new goal, it's really important to give it a good descriptive name. Don't give it something like new goal or goal number 20 because that is not meaningful to you or to anyone else involved with your website. For this example, we're going to pretend that we're creating a goal for newsletter registrations.
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You don't really need to worry too much about the goal slot ID, but if it does matter to you, you can choose how you want to set it up. I always just leave it as is. Now, in Google Analytics, there are four types of goals that we can track-- destination, duration, pages per session, as well as events. In this example and for most goals that we would want to set, destination is probably the most useful and easiest the for us to setup.
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So we want to make sure we select that and click Continue. Here we would want to find the final destination URL that a user would get to after completing this interaction. In this example, it will be a newsletter thank you because we take our users to a thank you page after they've registered for our newsletter.
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This makes it easy for us to track how many people get to that page based on filling out that newsletter sign-up form. When creating a goal, it's always a good habit to create a value for it even if it doesn't have a value. And that's because Google takes this value and distributes it amongst all the pages that a user touched or interacted with before completing that goal.
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So it'll give us some insight into how valuable all of the pages are on our website in converting people to our goals. So in this case, because a newsletter is a relatively low-value interaction, we're just going to put this at $10. Because we don't know what the different pages are that a user might visit to complete a newsletter sign up, we're not going to turn on the funnel.
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If you're unsure of if you set your goal up correctly, you can click the Verify the Goal button and it will tell you how many people have converted on that goal in the last seven days. If your website is new or this page is brand new then it'll probably show zero, so don't worry that you didn't set it up correctly. At the end, click Save. And you're done.
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Having a goal funnel creates a visual representation of the steps the user takes to complete a transaction. This can be really helpful in identifying situations where users might be getting stuck or hitting roadblocks on our website and not completing their purchases. So here, we're going to set one up for our checkout completion. We want to make sure that for funnel visualizations, that we select the destination goal type.
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Then in the goal details, we want to have the very last page that a person will visit when they make a purchase. For most Shopify websites, it'll be the checkout/thank you page. This is the final page that most users will reach when they have completed their purchase. You'll notice here that we have toggled to regular expression or regex as it's more commonly known because this will ensure that whatever combination of words that you have in this section will trigger the response.
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Here we'll put the value as 100 to give it a bit more gravitas than the newsletter sign-up that I just showed you. And then we'll toggle the funnel steps on. For most Shopify websites, these are the four main steps that a user will take to completing their purchase. If you want to have that first step required to ensure that they have to come into the funnel at this step, toggle on.
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But generally speaking, it's all right to leave it as not required. It's also important to note that whatever format you use at the top here, you must replicate it in your funnel steps in order for it to work. Make sure you give each funnel step a descriptive name as well, so that you can remember what those pages are or future employees coming onto your website will also know what they are.
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Be sure to verify this goal and then click Save. Now, the next time you visit your goal funnel visualization, you'll now see the different steps that a user will take to get to that completion. And you'll get a better understanding of where people are falling out of this purchase path. [MUSIC PLAYING]
