Goal Templates

Create templates for Goals that can be used on the fly during goal creation.

Creating Goal Templates

Create Goal Templates from Global Settings or on the fly during Goal creation

Creating from Global Settings

Navigate to Global Settings ➡️ Goals ➡️ Templates

Click New Template on the top right

Enter pertinent goal details and required fields (*Goal title is always required. Additional required fields may vary depending on Goal Type)

Click Save Changes to save the template.

Creating on the fly

Click ➕ on the Goals pane on the Success Page. Enter pertinent goal details within the creation modal and click Save as template on the top right.

Applying Goal Templates

Create a new goal by clicking ➕ on the Goals pane on the Success Page

Select Fill from Template on the top of the creation modal to apply an existing template.