Create a Bold Motivator Goal

Overview

Bold Motivator's goals are the monetary goals you set within the app to display on your storefront. These goals show your customers how much they need to purchase in order to reach a specific goal.

Set the required dollar amount needed to unlock the goal, change the language used on the banner, and congratulate your customer when they reach the goal.

The banner will update to reflect how close a customer is to your goal each time they add something to their cart.

 


 

Setup

To create a Motivator goal, please follow these steps:

  1. From within the Motivator admin, select Goals.

    From Motivator's top navigation bar, select Goals

  2. Select Create a new goal.

    Under Actions on the left-hand side, select Create A New Goal

  3. Under "Step 1 - The Goal Amount", enter the Cart Total (dollar amount) required to reach the goal.

    Note: Only cart total goals can be created within Motivator at this time.

    Within the textbox under Step 1 The Goal Amount, enter in a dollar amount for your cart total

  4. Under "Step 2 - Make the Pitch!", enter the Initial Message (your sales pitch).

    Note: The message will display approximately once every 24 hours. If a customer visits during the day and comes back later the same day, it is assumed the shopper saw the pitch message and does not need to be reminded of it. The message will display to the same visitor if they view the site from a different browser or if their browser cookies have been cleared.

    Within the textbox under Step 2 Make the Pitch, enter a message telling customers about your goal

  5. Under "Step 3 - Follow Up!", enter the text you wish to appear Before the Balance and After the Balance.

    Under Step 3 Follow Up, there are two textboxes; the left side has a message for before the monetary balance (example: you're only), and the right side has a message for after the monetary balance (example: away from getting free shipping). Enter the text you'd like to appear to customers as they shop

  6. Under "Step 4 - Congrats they did it!", enter a Confirmation message.

    Note: Motivator can also accept most HTML coding in its display banners. This can be used to add references to URLs, other links, or styling. Visit W3 Schools - HTML for more information.

    Under Step 4 Congrats they did it, use the textbox underneath to enter a message informing the customer they've reached your goal
  7. Select and complete the optional features:

    Note: These features are only available with the premium version of Motivator.

    Picture shows the three additional options that come with Motivator Premium: geolocation for country-specific goals, scheduling for timed banners, and free product rewards

    • Geolocating: Goals can be targeted to customers visiting the site from different countries. One example is to offer free shipping to Canadian customers when they spend $100, and free shipping to US customers when they spend $150. Visitors from Canada would only see the goal to spend $100; US customers would only see their offer to spend $150, as long as you create two different goals.

      Selecting the Enable Geolocation checkbox will open two tabs underneath, where you can filter by country names, or select from a long list; the second tab shows which countries you have selected

    • Scheduling: This extends the functionality to set the date and time for the motivator offer to display. This feature uses the store's time zone, defined in the Shopify admin settings.

      Selecting the Enable Scheduling checkbox will open four tabs underneath; the 'from' date, time; and the 'to' date, and time where you can begin and end your banner. Underneath that is seven horizontal checkboxes from Sunday to Saturday which you can check off

    • Free Product Offer: When the spending goal is reached, a free product will be automatically added to the cart. When the offer is turned on, a copy of the product selected will be automatically created, and priced at 0.00, thus making it free. The product will be removed from the store when the offer is turned off.

      Selecting the Enable Free Product checkbox will display a button underneath that says Select Products, where you can choose the free product you want to offer

      Note: If a newly created product is not appearing in the product selector, select Update Now at the top right corner of the product selector.

      Select Update Now

  8. Select Save.

If there is no start or end date set for the goal, the goal will be active as soon as you select Save. You can enable and disable a goal by selecting the toggle next to the goal within the Motivator admin:

Select the Toggle

 


 

Limitations

  • If multiple goals are created and set as active, only one goal can be initiated in the cart page at one time.
    Example

    Let's say you have three goals created and activated in Bold Motivator. Goal 1 has a cart goal value of $10.00, Goal 2 has a cart goal of $50.00 and Goal 3 has a cart total of $100.00. Each goal is offering a different size gift bag ranging from Small for Goal 1, Medium for Goal 2 and Large for Goal 3.

    If a product that is worth $60.00 is added into the cart, the Medium gift bag for Goal 2 will be added into the cart and the Small gift bag will not be added.

    In order to allow all products from each goal to be added into the cart, the customer will need to hit each cart goal individually.

  • Only one product or variant can be selected in a motivator goal. This means that if you have a product with multiple variants, such as a t-shirt product that contains different sizes, only one size can be selected in the product selector as the free product.
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