What are campaign goals and KPIs?

Goals are the outcomes you want your campaign to achieve. KPIs (Key Performance Indicators) are the metrics you'll track to measure progress toward those goals.

In Campaignly, setting goals and KPIs upfront keeps your team aligned and lets you measure what actually matters — not just vanity metrics.

Why set goals and KPIs?

• Track performance against real business objectives
• Compare actual results to expectations
• Identify what's working (and what isn't)
• Make faster decisions based on data
• Report results to clients or stakeholders with confidence

How to set campaign goals and KPIs

Step 1: Define your campaign goal

1. Open your campaign and go to Settings > Goals & KPIs
2. Click Add Goal
3. Enter your goal in plain language — "Increase email signups by 25%" or "Generate 50 qualified leads"
4. (Optional) Set a target value and deadline
5. Click Save

You can add multiple goals to a single campaign.

Step 2: Add KPIs to measure progress

1. Under your goal, click Add KPI

2. Choose a KPI type from the dropdown:

   • Traffic: Page views, sessions, new visitors
   • Conversion: Form submissions, email signups, purchases
   • Engagement: Clicks, open rate, time on page
   • Social: Shares, comments, followers gained
   • Custom: Any metric you track outside Campaignly

3. Set a target value (optional — useful for stretch goals)

4. Click Save

Step 3: Connect data sources (optional)

To pull actual data automatically:

1. Go to Integrations from the KPI settings
2. Select your analytics platform (Google Analytics, Meta, Mailchimp, etc.)
3. Authorize the connection
4. Map your KPI to the specific metric in that platform

Campaignly will then update your KPI data in real time.

Important notes

Manual KPIs vs. connected data: You can always enter KPI numbers manually, even without integrations. Use this if you're tracking data from multiple sources or a custom system. Just update the numbers as you go.

Real-time updates: Connected KPIs refresh based on your integration's sync schedule — usually every 1–4 hours. Manual KPIs update only when you enter them.

Naming matters: Use specific, measurable language for your KPIs. "Increase leads" is vague. "Email form submissions" is clear.

After campaign launch: You can adjust target values anytime, but changing the metric itself will clear historical data. Add new KPIs instead if you need to track something different mid-campaign.

Viewing and reporting results

Once your campaign runs, see performance on the campaign dashboard. All KPIs and goals display side-by-side so you can spot which metrics are on track.

Use the Reports tab to build client-ready summaries or export data for your own analysis.