Goals is a feature in the Marketing Automation tool that allows you to attach information about your flows for all the users in your account.

Inside the Flow Editor, click Goals in the Bottom bar to add information about your Marketing Automation flow, and then click Save to keep your notes.


Why we love it:

  • Remind all users in the account of what each Marketing Automation flow is meant to achieve.

  • Write notes about any other existing Marketing Automation flows that this flow is connected to via a Change Flow node.

  • Add information for other users about other APSIS One activities outside of the Marketing Automation tool that a flow is connected to, or depends on, like a Sign-up bar.

  • Keep any details about the flow, like what use case or scenario it is meant to address, for easier troubleshooting by our APSIS Support agents.

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