How do I set a conversion goal?

From the Tailor AI team · Reviewed 2026-07-23

Answer

Set a primary conversion goal on the real business outcome (lead submit, trial start, purchase, activation). You can set this up directly in Tailor by targeting a form submission button click or an impression on the thank-you page. You can also track the goal in an analytics platform (Amplitude, GA4) and integrate it with Tailor, then pick it as the conversion goal for a given experiment.

Two ways to set up a conversion goal in Tailor: (1) In-product: target the form submission button as a click goal, or use an impression goal on the thank-you/confirmation page. (2) External: track the goal event in your analytics platform (Amplitude, GA4, etc.), integrate that platform with Tailor, then pick it as the conversion goal for the experiment. Also available: a Shopify goal type (pick the Shopify event in the goal editor; revenue is auto-tracked with no store-side setup) and a code-based goal where Tailor generates a snippet your team drops into a success handler. Revenue and metadata like order ID ride along, and it works from sandboxed iframes such as Shopify web pixels. You can add, remove, or re-prioritize goals on a running experiment without stopping it; changing the primary goal asks for confirmation.

Steps

Decide your primary conversion goal (lead submit, trial start, purchase, etc.).
Set it up in Tailor: target the submit button as a click goal, or use a thank-you page impression goal.
Alternatively, track the goal in Amplitude/GA4, integrate with Tailor, and select it as the experiment’s conversion goal.
Optionally add a secondary diagnostic goal (CTA click, form start) to see where funnel behavior changes.