What the Product Purchased Goal Does

The Product Purchased goal in the automation builder triggers when a contact makes a purchase. You can configure the goal to trigger on any purchase, a specific product purchase, or a purchase within a specific product category. The goal is satisfied — and the automation advances — when the first payment is recorded on the order.

Purchases are tracked when a contact buys through a manual order, an order form, a shopping cart, or upon successful payment for orders created through the Keap API. The goal only triggers for the products included on the order at the time of the first payment.

How Goal Position Affects Contact Behavior

Where you place the Purchase goal on the automation canvas determines how it interacts with sequences connected to it.

• Purchase goal placed before a sequence — When the contact makes a qualifying purchase, the goal is satisfied and the contact moves forward into the sequence that follows the goal. The contact must already be in the automation for this to work, unless the goal is configured to be achieved by any contact. If the goal is set to any contact, a contact who was not previously in the automation will enter the following sequence when they make a qualifying purchase.
• Purchase goal placed after a sequence — When the contact makes a qualifying purchase while they are in the preceding sequence, the goal is satisfied and the contact is removed from the current sequence. The post-purchase sequence can then begin.

The automation canvas shows the Purchase goal placed before a sequence. When the goal is satisfied by a qualifying purchase, the contact advances into the connected sequence.

The automation canvas shows the Purchase goal placed after a sequence. When a contact in the sequence makes a qualifying purchase, the goal is satisfied and the contact exits the sequence.

Note: A purchase goal typically appears at the end of an educational or nurture sequence. When the customer purchases and the goal is satisfied, the nurture sequence stops and a post-purchase sequence begins. A nurture sequence is a scheduled series of communications designed to develop a relationship with a prospect at each stage of the buying process.

How to Set Up a Product Purchased Goal

Step 1: Add the Purchase Goal to the Canvas

In the automation builder, click and drag a Purchase goal block onto the automation canvas and position it at the correct point in the automation sequence.

The automation canvas displays the Purchase goal block placed on the canvas and connected to the sequence. The goal block is labeled Purchase by default.

Step 2: Rename the Goal (Optional)

To give the goal a descriptive name that reflects its purpose, double-click the label below the goal icon on the canvas and type the new name.

The label below the Purchase goal icon becomes editable when double-clicked. Type the new name to replace the default label.

Step 3: Open the Goal Configuration

Double-click the Purchase goal block on the canvas to open the goal configuration panel. Alternatively, click the goal block once and select View and edit from the options that appear.

The Purchase goal block context menu displays the View and edit option. Clicking View and edit opens the goal configuration panel where the purchase type and payment type are configured.

Step 4: Select the Purchase Type

In the goal configuration panel, select the purchase option that should satisfy the goal. You can select multiple options. The available purchase types are:

• Order form — Triggers the goal when a purchase is made through a selected order form. This option is available in Max Classic only. You can select one or more specific order forms to monitor.
• Any Purchase — Triggers the goal when a contact makes any kind of purchase, regardless of the product or category. Use this option when your post-purchase follow-up is the same for all products.
• Specific Product Purchase — Triggers the goal when a contact purchases one or more specific products you select. Use this option to send product-specific onboarding, instructions, or upsell offers after the purchase. An upsell is an offer for a higher-end version of the purchased product or a complementary product made at or after the point of sale.
• Product in a Specific Category Purchase — Triggers the goal when a contact purchases any product within a specific product category you select. Use this option to send category-based follow-up — for example, sending live event promotions to contacts who purchase seminar-related products.

The Purchase goal configuration panel displays the four purchase type options. The selected option determines which types of purchases will satisfy the goal and advance contacts in the automation.

Step 5: Select the Payment Type

Select the payment type or types that should satisfy the goal. To allow any payment method to trigger the goal, select Any payment types.

The payment type selection section displays the available payment methods as checkboxes. Select each payment type that should satisfy the goal, or select Any payment types to include all payment methods.

Step 6: Save the Goal Configuration

Click Save to apply the purchase type and payment type configuration to the goal. The goal will now trigger for contacts who make a qualifying purchase matching the options you selected.

Limitations

Manually created orders and orders created via an Action Set Create Order process will not trigger the Purchase goal. For these types of orders, the Purchase goal is not satisfied automatically. To trigger automation for manually created orders or Action Set orders, manually apply a tag to the contact after the order is created and use a tag-based goal to advance the contact in the automation instead.