Editing Business Goals overview (section)

==== Create a Business Goal ====

Creating a business goal can be done through either pre-populated templates or by defining one manually. Here’s how:

1. Click the '''ActiveCampaign icon''' to open the Business Goals dashboard.
2. Click the '''Create a business goal''' button.
3. Choose to create a business goal from scratch or select from a pre-populated goal.
   - If opting for a pre-populated goal, you will be prompted to add assets manually.
4. In the '''Details''' box:
   - Enter a name for your business goal in the '''Name''' field.
   - Add a description in the '''Description''' field.
   - Select a '''Label Color''' for better organization.
   - (Optional) Set an '''end date''' by checking the box next to “This business goal has a target end date,” then choose a date from the calendar dropdown.
5. In the '''Define success''' box:
   - Select an existing conversion from the dropdown or create a new one.
   - (Optional) Set a target conversion goal by checking the box next to “Set a target conversion goal for this business goal” and select a '''Goal type''' and '''Total conversion goal'''.
6. Click '''Save''' to create your business goal.

After saving, you will return to the Business Goals dashboard where you can add assets and conversions.