Documentation / Product / Features / Goals

Stages

Stages are the individual steps that move customers towards your Goal. Users in your overall audience will automatically enter the first Stage. When a user completes the first conversion event, they will move to the second Stage, and so on through the last Stage within your Goal. A user can only be in one Stage at a time.

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Conversion events

Conversion events within Lytics are behavior-based audiences such as purchasers, highly engaged users, known users, etc. These determine which users are eligible for the Experiences within a Stage. When a user fulfills conversion event applied to a Stage, they move to the next Stage until they reach the last conversion event for that Goal.

If users have completed the conversion event applied to a Stage, they will not be eligible for any of the Experiences in the Stage. This prevents overlapping targeting such as continuing to show a Facebook ad to a user who has already converted on a particular campaign.

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To assign a conversion event to a Stage, click the “Trophy” icon to open a menu of available conversion events. A red dot next to the “Trophy” icon indicates a Stage that still needs to be assigned a conversion event. A conversion event is required to populate the metrics for a Stage.

Stage metrics

Lytics tracks three key metrics to measure Stage performance: Potential reach, Converted, and Conversion rate.

Stage-metrics The table below defines these metrics and how often they are updated in the Lytics UI.

MetricDefinitionUpdated
Potential ReachNumber of users eligible to be targeted in a Stage (source audience).Every 2 hours
ConvertedNumber of users who have completed the conversion event for a Stage (target audience).Every 2 hours
Conversion RateProportion of users who completed the conversion event, compared to the number of users who were reached.Every 2 hours

Adding and rearranging Experiences

Experiences can be added to a Stage in several ways. You can add an Experience directly to a Stage by clicking Add a new Experience along the bottom of a Stage. You can drag an Experience template into a Stage, which will create an Experience with boilerplate settings to use as a starting point. You can also drag an existing Experience into a Stage, either from another Stage or from the Experience drawer.

Note: This will significantly change the audience for that Experience.

Prioritizing Experiences

To ensure that your audience receives the right amount of messaging, each user will only be eligible for one Experience per Stage at a time. That means that no matter how many web modals you add to a Stage, your audience members will only see one at a time. Lytics won't just choose one at random though; there is a sophisticated decision engine that determines which Experience will be delivered to the end user. Part of the input into that engine is the order of Experiences within a Stage. The closer to the top of a Stage an Experience is, the more likely it is that it will be delivered to the end user.