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How do I measure sign ups after sending an email?

  • September 12, 2023
  • 3 replies
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Hi! I’m wondering how I would set a goal up to capture total signs ups after sending an email. 

Best answer by Nathan Sudds

@Alexis P Are you sending via Proactive Support / Outboard / Series?  If so you should be able to setup a Goal from within the outbound sending process -- depending on what you are asking them to signup for and what variable you are tracking etc. 

There’s a goal option after the audience rules section where you can decide what success looks like and it would show you who made it to the goal -- this goal could be based on your Intercom data or third party integrations like Stripe for examples so you could base it on signup for a plan level etc:
 




Here’s an example video I just made for another question about tracking clicking on a link,  you can see the goal at the end of the process. 

 


Feel free to share more about your signup goals, if I can help with any more ideas and info!

Hope this helps!

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Nathan Sudds
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  • September 13, 2023

@Alexis P Are you sending via Proactive Support / Outboard / Series?  If so you should be able to setup a Goal from within the outbound sending process -- depending on what you are asking them to signup for and what variable you are tracking etc. 

There’s a goal option after the audience rules section where you can decide what success looks like and it would show you who made it to the goal -- this goal could be based on your Intercom data or third party integrations like Stripe for examples so you could base it on signup for a plan level etc:
 




Here’s an example video I just made for another question about tracking clicking on a link,  you can see the goal at the end of the process. 

 


Feel free to share more about your signup goals, if I can help with any more ideas and info!

Hope this helps!


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  • New Participant
  • 1 reply
  • September 13, 2023

Thanks, Nathan! I’m sending an email to leads and I want to track if they convert to users after they see the email. How should I set this up under goals?

 

I currently have it set up like this:
 

Signed up after x date

 

But, this isn’t working as it states no one has met my goal. 


Nathan Sudds
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  • September 13, 2023

@Alexis P can you confirm that new people have signed up within the last 3 days?

 

I'm not sure if you need the after x date in there, in this case.

 

 

Happy to connect to look at this together if you want, send me a DM

 


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