Manage goals

Documentation Index

Fetch the complete documentation index at: https://docs.kameleoon.com/llms.txt

Use this file to discover all available pages before exploring further.

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Access the Goals page

To access the Goals page in Kameleoon, click Settings > Goals

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Manage your goals

A card indicates each goal’s information.

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Find a goal

A search bar, a filter tool, and a sorting tool are available to help you find a particular goal.

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Filter goals

You can filter the goals according to several criteria:

• Project
• Type
• Status
• Tag
• Key Date
• Creator
• Tracking AI

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Project

You can filter the displayed goals based on the project they are associated with. Check the websites and click Apply.

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Type

You can filter the displayed goals based on their type. For example, you can choose to display custom goals only. Check the types and click Apply.

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Status

You can filter the displayed goals based on their status: Active or Inactive Select a status and click Apply.

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Tag

You can filter the displayed goals based on their tag. Check the authors and click Apply.

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Key date

You can filter the displayed goals based on their last modification or creation date. Select a date and click Apply.

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Creator

You can filter the displayed goals based on their creator. Check the authors and click Apply.

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Tracking AI

You can filter the displayed goals based on their use of tracking AI. Check the authors and click Apply.

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Sort goals

The sorting option lets you sort your goals based on several criteria:

• Name
• Linked to (Campaign)
• Edition date
• Goal ID
• Creation date
• Website

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Name

Hover over Name and click the chevron to sort goals in alphabetical (or reverse alphabetical) order.

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Linked to

Hover over linked to and click the chevron to rank the goals based on campaign type.

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Edition date

Hover over Edited and click the chevron to sort goals from newest edition to oldest or vice versa.

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Goal ID

Hover over ID and click the chevron to sort goal IDs in ascending or descending order

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Creation date

Hover over Created and click the chevron to sort goals from newest creation to oldest or vice versa.

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Website

Hover over Website and click the chevron to organize goals based on their associated websites in alphabetical (or reverse alphabetical) order.

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Edit a goal

To edit an existing goal:

1. Find the goal’s card.
2. Click Edit on the goal’s card. A pop-in opens and lets you make changes.

3. Click Validate to save your changes.

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Duplicate a goal

To duplicate a goal:

1. Select the goal you want to duplicate.
2. Click the three-dots menu on the right side of the goal’s card.
3. Click Duplicate. The Duplicate sidebar opens.
4. Click Continue at the bottom of the pop-in to validate the goal’s duplication.

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Delete a goal

To delete a goal:

1. Select the goal you want to delete.
2. Click the three-dots menu on the right side of the goal’s card.
3. Click Delete.

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Multiple selection

You can select multiple goals at the same time and apply a common action to them. For example, it is possible to delete several goals at once. To select multiple goals:

1. Select a goal.
2. Click the three-dots menu on the right side of the goal’s card.
3. Click Select. The goals become selectable and the Grouped actions sidebar opens.

Several actions are possible:

• Select all / deselect all

To deselect all goals of the page:

1. Click Options.
2. Click Deselect all.

The actions you perform will be applied to all selected goals. The following actions can be performed:

• Activate
  • Activate all selected goals.
• Disable
  • Disable all selected goals.
• Manage tags
  • Click Manage tags n the Grouped actions sidebar.
• Export goals
  • Click Export in the Grouped actions sidebar. Select a format: PDF or Excel. Set the export options if needed. Then, click Export Dashboard. Only the checked goals will be present in the file.