Set a goal for your event

A goal is a number of registrations for one event by a date. You approve one plan to get there, and Goals shows every day whether you’re on pace and the one thing to do next.

Each event has one goal. Setting a new number for an event changes its goal; it doesn’t add a second one.

Set a goal

Name the number

Go to Goals. Under What’s your number?, pick the Event, how many Registrations and By when. We fill in last time’s number and the day before the event starts; change anything. Add an Ad budget if you want ads, or leave it empty.

You can also start from one of the example sentences, or select Let Ask fill this in.

Make the plan

Select Make the plan. The plan splits your number across six lanes: Speakers and guests sharing, Email to past attendees, Your newsletter, Automatic emails, Ads on your own accounts and Your event page.

Approve it

Under The next move, select Approve the plan. Approving starts tracking only: each lane still asks before it sends an email or spends anything.

Follow the pace

The top of the goal says where you stand in one sentence, such as “On track for ~520 of 500” or “Behind by 60”, with a chart of the target, registrations so far and the forecast. Before anyone registers, the chart shows the plan’s forecast. Select Show as a table to read the numbers.

The next move is the one thing that helps most right now, worked out from your numbers: for example, how many speakers haven’t shared yet and what sharing has brought per speaker. Its button does it or opens the approval.

The plan, lane by lane

Each lane shows its status (Not started, Waiting for your OK or Running), what it’s planned to bring and what it has brought, and links to the real campaign, ads or page. Campaigns started from a lane show Part of: and the goal’s name in Campaigns.

The email part of the plan is shown across Email to past attendees, Your newsletter and Automatic emails, by how many people each can still reach. Email can only bring people it can reach, so it is planned for at most about a third of the people on your lists; the rest moves to sharing and your event page, and the email lane says why (for example “No one to email yet: your list is empty”). The total doesn’t change.

Your newsletter: select Draft the newsletter for an issue that announces the event to your subscribers, with a Register button. It stays a draft until you open it with Approve the newsletter and schedule it.

Automatic emails are the reminder to invited guests and the welcome to new newsletter subscribers. Select Turn them on to see each email and who gets it, then confirm. The welcome goes to new subscribers for every event, not just this one.

Ads on your own accounts holds the ad setup: connecting your ad account in Apps, the spend cap and the audience. Ads spend nothing until you select Approve the spend for the amount shown.

What brought registrations

What brought registrations shows the same numbers as Results, by lane. In Results, the Email row lists what sent the email: campaigns, your newsletter or automatic emails. Select Open in Results for the full report. Sponsored reach is on Results too.

Found by AI

A goal’s page also shows Found by AI. Each week Sessionboard asks AI assistants the questions a buyer would ask and checks whether they name your event, its speakers and its sessions. The headline reads, for example, “Mentioned in 6 of 20 AI answers”, and shows whether that is up or down on the last check.

Check now runs a check straight away; the answers arrive in a few minutes, and you can check again after a day. The first weekly check runs on Monday.
What to do next gives one move, such as publishing the event page so assistants can read the dates, speakers and agenda, or asking speakers to share, because every post is a mention on the web.
Mentions you created counts the shares so far by who shared: speakers, sponsors and exhibitors, attendees, your team and video shares.
The answers lists every question and answer. Filter to Mentions you or Doesn’t mention you, by assistant, sort, search, or select Export CSV.

Change or stop a goal

Select Change the number to change the target or the date. Pause the goal and Mark it done are under the goal.