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Conversion Goals

Feature In Development: Conversion Goals is a feature currently being developed for Li2. This documentation page describes the concept and how the feature will work when released.
In this guide: Learn about Conversion Goals - how to set targets, track progress, and optimize marketing performance based on data-driven insights.

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What are Conversion Goals?

Conversion Goals are a system that allows you to set and track specific KPIs for marketing campaigns and touchpoints. Instead of just viewing raw metrics (visits, leads, sales), Goals help you:
  • Set clear objectives for each campaign
  • Track progress in real-time
  • Receive alerts when hitting or missing targets
  • Compare performance across touchpoints/campaigns

Target-Based Tracking

Set specific goals: “100 leads/month” or “$10K revenue/week”

Progress Monitoring

Track progress against targets in real-time dashboard

Automated Alerts

Get notified when hitting milestones or underperforming

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Why Do You Need Conversion Goals?

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Current Situation

Currently with Li2 Analytics, you can:
  • ✅ View total leads and sales
  • ✅ Track conversion rates
  • ✅ Analyze customer journey
But you CANNOT:
  • ❌ Set specific targets and track progress
  • ❌ Compare performance against targets
  • ❌ Receive alerts when campaigns underperform

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Solution: Conversion Goals

Conversion Goals add a “target planning” layer to existing analytics: 
Current: "Touchpoint A generated 50 leads this month"
With Goals: "Touchpoint A achieved 50/100 leads (50% of goal)"

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Goal Types (Planned)

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Lead Volume Goals

Set targets for lead generation from touchpoints or campaigns.Examples:
  • “Facebook Ads campaign needs to generate 200 leads/month”
  • “Landing Page QR code needs 50 signups/week”
Parameters:
  • Target metric: Lead count
  • Time period: Daily, Weekly, Monthly, Custom
  • Scope: Specific touchpoint, Space, or Organization-wide
  • Filters: Lead event names (e.g., only count “Trial Signup”, not “Newsletter”)

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How It Works (Planned)

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1. Create Goal

// Conceptual API (not yet implemented)
const goal = await createGoal({
  name: "Q1 Lead Generation Target",
  type: "lead_count",
  target: 500, // 500 leads
  period: "quarterly",
  startDate: "2026-01-01",
  endDate: "2026-03-31",
  scope: {
    type: "space",
    spaceId: "space_abc123"
  },
  filters: {
    eventNames: ["Trial Signup", "Demo Request"]
  },
  alerts: {
    milestones: [25, 50, 75, 100], // Alert at 25%, 50%, 75%, 100%
    underperformance: {
      threshold: 20, // Alert if < 20% progress at 50% timeline
      enabled: true
    }
  }
});

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2. Track Progress

Dashboard displays:
  • Current vs Target: 327/500 leads (65%)
  • Progress Timeline: On track / Behind / Ahead
  • Projection: “At current rate, will reach 480 leads (96% of goal)”
  • Days Remaining: 45 days left

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3. Automated Alerts

Notifications when:
  • ✅ Hitting milestones (25%, 50%, 75%, 100%)
  • ⚠️ Behind schedule (e.g., 50% of time elapsed but only 30% of target)
  • 🎯 Goal completed ahead of schedule
  • 📊 Weekly/daily digest reports

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4. Optimization Insights

AI-powered recommendations:
  • “Touchpoint A performing 30% above goal - consider increasing budget”
  • “Touchpoint B behind target - conversion rate dropped from 15% to 8% this week”
  • “Similar campaigns achieved goals by optimizing landing page CTA”

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Use Cases

Scenario: SaaS company needs to achieve $50,000 MRR growth each quarter.Goals Setup:
  • Type: Revenue Goal
  • Target: $50,000 MRR
  • Period: Quarterly
  • Scope: All paid subscription events
  • Alerts:
    • Weekly progress update
    • Alert if behind >20% mid-quarter
Benefits:
  • Track progress real-time: “32,000/32,000 / 50,000 (64%)”
  • Identify top-performing acquisition channels
  • Adjust marketing spend based on data
Scenario: Black Friday campaign with $500K revenue target over 3 days.Goals Setup:
  • Type: Revenue Goal
  • Target: $500,000
  • Period: Custom (Nov 24-26)
  • Scope: Touchpoints tagged “black_friday_2026”
  • Alerts:
    • Hourly updates during campaign
    • Alert if average hourly rate < target rate
Benefits:
  • Monitor campaign performance in real-time
  • Quick pivot if underperforming
  • Compare with previous years’ campaigns
Scenario: Landing page has 8% visit→lead rate, target is 12%.Goals Setup:
  • Type: Conversion Rate Goal
  • Target: 12% visit→lead rate
  • Period: Rolling 30 days
  • Scope: Specific landing page touchpoint
  • Alerts:
    • Weekly performance summary
    • Alert when rate > 10% (improvement detected)
Benefits:
  • A/B test different CTAs and track impact
  • Data-driven optimization decisions
  • Clear success metrics for marketing team

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Roadmap & Timeline

1

Phase 1: Basic Goals (Planned Q2 2026)

  • Lead count goals
  • Revenue goals
  • Simple progress tracking dashboard
  • Manual goal creation
2

Phase 2: Advanced Features (Planned Q3 2026)

  • Conversion rate goals
  • Time-based goals
  • Automated alerts & notifications
  • Goal templates
3

Phase 3: AI & Automation (Planned Q4 2026)

  • AI-powered goal recommendations
  • Automatic goal adjustment based on trends
  • Predictive analytics
  • Integration with planning tools

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Temporary Workarounds

While waiting for the Goals feature, you can:

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1. Manual Goal Tracking with Spreadsheet

Track progress manually: 
Touchpoint: Facebook Ads Campaign
Goal: 200 leads/month
Current: 127 leads (Week 3)
Progress: 63.5%
On Track: Yes (projected: 220 leads)

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2. Use Analytics Dashboard

  • View conversion metrics in Analytics Dashboard
  • Export data weekly and compare against targets
  • Set up custom queries to filter specific event types

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3. External Tools Integration

Integrate Li2 data with tools like:
  • Google Sheets: Export conversion data and track vs targets
  • Notion/Airtable: Build custom goal tracking boards
  • BI Tools: Power BI, Tableau to visualize progress

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Join Beta Testing

Interested in Goals Feature?If you want to participate in beta testing when Goals feature is ready:
  1. Contact support team via email: [email protected]
  2. Describe your use case and requirements
  3. Get early access when feature releases
Early testers will receive:
  • ✅ Free access during beta period
  • ✅ Direct line to product team for feedback
  • ✅ Influence roadmap and feature priorities

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Frequently Asked Questions

Goals feature is currently in planning phase. Expected release: Q2-Q3 2026.To receive updates, subscribe to announcement channel or contact support team.
Goals will be part of Premium plan and above, no additional charge.If you’re on Premium plan, you’ll automatically get access to Goals when released.
Yes! We’re collecting requirements from users.Email: [email protected] with:
  • Use case description
  • Goal type you need
  • Success metrics
Yes. Goals will support:
  • Single touchpoint goals
  • Space-level goals (all touchpoints in space)
  • Organization-wide goals
  • Custom groups (tag-based filtering)

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Updates & Follow Along

To receive the latest information about Goals feature:

Support

Contact support team to learn more