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  • How to set up a Data Tracking Activity
  • Data Tracking Fulfilment Settings

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  1. Pathway Editor
  2. Pathway Activities

Data Tracking

Create and track goals in a Pathway.

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Last updated 1 year ago

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Data Tracking creates goal rings on the user's app dashboard. Track specific targets by from the .

How to set up a Data Tracking Activity

  1. Select the + icon to add a new activity.

  2. Select Data Tracking from the activity options.

  3. Add a name and select an icon.

  4. Set . Create and track a / goal using preferred settings.

  5. Add a short snippet. Write a short description of the activity that will be visible on the Pathway for Desktop and Tablet only. (max. 90 characters).

  6. Write a description. Write a longer description of the activity (visible visible once a user selects the Pathway tile on Mobile, Desktop and Tablet).

  7. Attach a resource. Choose a file (PDF, Audio, Image, or Video) from .

  8. Activity settings. Data Tracking activities are always required and the user must reach the specified goal.

Data Tracking Fulfilment Settings

When you set up a Data Tracking, adjust the available metrics to create your targets.

Option
Description

Collection

Goal Title

Name the activity (this will be visible to the user).

Data Formula

Select the formula you would like to apply to your data:Sum Total, Latest Daily Value, Latest Monthly Value, Latest Annual Value, Latest Value, or Average.

Data Column

Select the column (in your collection) that you are you wanting to pull values from.

Date Column

Select the column that contains dates/timestamps.

Data Range

Choose timeframes within which your data should be considered for this activity. The goal will be reset based on the range you choose, e.g. for "Each Day", the goal resets each day.

Goal Type

The type will affect your Goal Settings options. You can choose a Static Goal or a Dynamic Goal. Static: provide a static number required to meet the goal. Dynamic: compare one column to another column, e.g. 80/100 sales for User A and 90/150 for User B. For dynamic goals, you will need a column in your data to define the variable goals (e.g. per user).

Goal Settings

If the Goal Type is set to Static Value, you will be able to enter a single static value (the target fulfilment value).

​If the Goal Type is set to Dynamic Value, you can assign a Target Column (the column you will use to reference the target values) and a Target Formula (formula applied to the data column).

Select the data you want to use (must be available in your ).

collection
Data Manager
linking data
Data Fulfilment Settings
Data Manager
Cloudfile
data target