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User Engagement

Sonu Fakiha Feedback

Using user_engagement goals metric track all the activities that are done by a user or team. An achievement value of 1 is assigned to every user who completes an activity for that day. Activities include creating or updating a lead and creating or updating an activity. Engagement goals are updated every hour.


  1. Log in to the Vymo web app.
  2. Click Customize > Global Settings > Goal Definitions.
  3. Click the + (Plus) icon above the search box.
  4. Specify a goal name. The goal code is generated automatically.
  5. Specify whether the goal applies to an individual or to a team.

    Team goal Individual goal
    An aggregation of the achievements of everyone down the reporting hierarchy of a manager, including the manager. It can be assigned only to a manager. Reckons the achievements of only one person.
  6. To not show the unmet numbers for a goal, select the checkbox for Hide Goal Shortfall.

  7. If you selected the Team goal option, and if that manager must also individually meet some targets towards that team goal, select the checkbox for Allow Manager Self Contribution.
  8. Select Vymo metric under Goal type.
  9. Select User Engagement from the Metric dropdown.
  10. Click Add located in the upper right corner of the screen.
  11. Click Save. You see a message that the changes are now saved as a draft.
  12. In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
  13. Click Create a UAT release. Specify the release details and make sure to enter your own email ID because that's where you receive a one-time password (OTP) to continue with the process. Click Proceed.
  14. Enter the OTP you received in the email, and click Submit. Wait for a while till you see a confirmation message saying the process is complete.
  15. To see the changes, log out and log in again.


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