Set goals

Define goals to set clear performance targets for your newsletters and track progress toward them over time.

Create a new goal

1. Navigate to Goals or Goal Settings.
2. Click Create Goal or New Goal.
3. Enter the goal details:
   • Goal Name — e.g., “Increase open rate to 35%”
   • Metric — Choose the metric to track (e.g., subscriber growth, open rate, click rate, engagement).
   • Target Value — Enter the target number or percentage.
   • Timeframe — Set when you want to reach this goal (e.g., by end of Q2, 90 days).
   • Level — Choose the scope:
     • Company-wide
     • Brand
     • Channel
4. Click Save Goal.

Set multiple goals

You can create goals at different scopes:

1. Set a company-wide goal for overall newsletter performance.
2. Set brand-level goals for each newsletter brand.
3. Set channel-specific goals for individual newsletters.

Goals at each level help track performance across your organization.

Review goal progress

1. After creating a goal, it appears on the Goals Dashboard.
2. The dashboard shows:
   • Current progress toward each goal
   • Time remaining to reach the target
   • A visual progress indicator
3. Return to your goals regularly to monitor progress.

Goals help your team stay aligned and focused on key performance metrics.