Custom goals let you track conversions beyond the built-in "prompt accepted" metric, such as page visits, API events, or activity in external systems. Attach a goal to a prompt and see how many users complete the action you care about.

Available on all Recurly Engage subscription plans

1Definition 2Key benefits 3Key details

Prerequisites

You must have Company, App Administrator, or App Member permissions in Recurly Engage.

Limitations

At least one usage tracker must exist before you add a custom goal.

Definition

A custom goal is a user-defined conversion event, tracked through a usage tracker, that you attach to a prompt to measure success against your own criteria.

Key benefits

Flexible measurement Define conversions like page visits, payment completions, or external API events.

Accurate attribution Attribute custom goals to prompt interactions with configurable time windows.

Deeper insights Compare prompt acceptance with actual business outcomes to optimize more effectively.

Near real-time updates The enhanced integration with Recurly Subscription Management provides near real-time subscription status information, so you can target and track custom events in Recurly Engage faster. Learn more

Key details

What you can track

Visits to a specific URL path (for example, /payment-updated)
Arrivals on a particular app screen (mobile or TV)
Backend events (payment processed, subscription changed)
External system activities accessible through your usage tracker
Recurly Subscription Management webhook events, which deliver near real-time subscription status updates (for example, plan changes, payment failures, and cancellations) for instant targeting and custom goal events in Recurly Engage. Learn more

To use a custom goal, first create a usage tracker. Then follow the steps below to attach it to a prompt.

Attach a custom goal to a prompt

Locate your usage tracker

Find the usage tracker you want to use. In this example, we track when a user updates their payment method and lands on /payment-updated.

Edit the prompt details

Open the prompt you want to measure and select Edit prompt details.

Add a custom goal

Scroll to the Custom Goal section and select Add custom goal.

Configure and save the goal

In the popup, select your usage tracker, set the attribution window (for example, 24 hours), and select Save.

Publish your prompt

Publish your prompt to start recording custom goal completions.

Review performance

Under Performance, a Custom goal bar displays the number of users who completed the tracked action after interacting with the prompt.