Guide

1. Click 'Automations' on the left menu.

2. Click 'Edit' for the automation you want to edit.

3. Click the '+' icon to add your goal.

4. Click 'Conditions and Workflow'.

5. Click the 'Goal' option.

6. The Goal action modal will appear. Type the name of the Goal into the Goal Name provided.

7. Use the segment builder to set your Goal conditions. 

8. Click the 'And when this goal is' dropdown.

9. Select either 'Below the contact's position' or 'Anywhere'.

10. Click the 'If the contact does not meet goal conditions' dropdown and choose an option.

11. This determines the action contacts will take when encountering this action in your automation but do not meet the goal conditions.

12. This option is available on Marketing Professional and Marketing Enterprise plans only. 

13. Click the 'Save' button.