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.
- Log in to the Vymo web app.
- Click Customize > Global Settings > Goal Definitions.
- Click the + (Plus) icon above the search box.
- Specify a goal name. The goal code is generated automatically.
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.
To not show the unmet numbers for a goal, select the checkbox for Hide Goal Shortfall.
- 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.
- Select Vymo metric under Goal type.
- Select User Engagement from the Metric dropdown.
- Click Add located in the upper right corner of the screen.
- Click Save. You see a message that the changes are now saved as a draft.
- In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
- 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.
- 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.
- To see the changes, log out and log in again.