Let’s say you fell in love with jogging. You went from half-hearted attempt to get the family doctor off your back to indispensable nightly jogs in a matter of weeks. And you get better. You know you’re getting better, but all you have is a feeling and a loose estimate. You really want to know what your improvement curve looks like, so you start tracking your time, maybe download an app. Soon, you begin to aggregate data.
Here’s something most people don’t realize: data-driven improvement is an organic process. Once your data reflects achievements, it’s only a small step to setting goals and creating more structured and successful progress.
When we realized that at Iridize, the natural thing to do was to provide our users with tools for improvement in user training through monitoring and structured scaling. So we created Goals.
What Are Iridize Goals?
Iridize Goals are essentially milestones in users’ activity that can help you track their onboarding progress. You can silently monitor those important steps in the user’s onboarding journey and make sure they complete them.
How Does it Work?
in actions throughout your application: clicks, arriving at certain pages, completing tasks.
your users to see which of them completed which goals, giving you an accurate picture of their onboarding progress and proficiency in the application.
You can use Iridize as a silent tracking agent for third party applications, but the most powerful implementation of Goals lies in the integration with onboarding guides, which pick up where the goals end: you can set up guides to target users better once you know who needs a bit more nudging and who seems to doing fine on their own. You can then measure your guides success and analyze onboarding patterns with the Drilldown Guide Analytics.
Awesome. Do you have any use cases I can follow?
One of our clients is an international corporation currently implementing Iridize on their home-grown CRM. Their goals for onboarding sales reps include three steps:
- Create a lead
- Create an opportunity
- Connect the two items
The training team monitored user activity for a week after the formal training. Most of the sales managers completed their onboarding tasks within that time, but 20% only created one of the items and another 9% did not create any at all.
The training team then launched guides directed at the user groups as follows:
- Users who only created a lead – got guides encouraging them to create an opportunity and connect the two
- Users who only created an opportunity – got guides encouraging them to create a lead and connect the two
- Users who did not create any items – got a guide urging them to create a lead