Marketing Goals in SalesNexus allow you to track lead progression, automate engagement, and measure marketing performance through structured pipelines and stages. This guide walks through everything—from creating a goal to managing pipelines, enrolling contacts, and executing bulk actions.
What Are Marketing Goals?
Marketing Goals help you:
Track leads from first touch to conversion
Automate outreach using stages and triggers
Measure engagement, enrollments, and conversions
Scale marketing actions across large contact groups
Each Marketing Goal contains:
Goal details and performance metrics
Contact enrollment tracking
One or more pipelines
Stages with automation and SLAs
Creating a New Marketing Goal
To get started:
Navigate to Goals in the left menu
Click the + icon at the top of the page
Defining Goal Details
In the New Goal modal:
Enter a Name
Add a Description
Select Marketing as the Goal Type
Click Save
Viewing Goal Details and Metrics
Once created, the Goal Details panel displays real-time performance data including:
Enrollment success rate
Active enrollments
Conversions
Engaged contacts
Revenue influenced
Contacts in Goal
The Contacts in Goal section shows:
Which contacts are enrolled
The pipeline and stage they belong to
Enrollment counts per pipeline
Understanding Goal Pipelines
Pipelines define how contacts move through your marketing process.
Each pipeline contains:
Sequential stages
SLAs (time expectations)
Automation triggers
Engagement metrics
Switching, Creating, and Favoriting Pipelines
You can manage multiple pipelines per goal:
Use the Pipeline dropdown to switch pipelines
-
Click + to create a new pipeline
-
Click the star icon to set the default pipeline
Creating Stages
When creating a stage, users define the core structure and timing expectations for that step in the pipeline. Each stage includes the following configuration options:
Stage name – clearly labels the step in your pipeline
SLA (hours) – sets the expected amount of time an opportunity should remain in the stage before action is required, helping surface stalled deals and enforce timely follow-up.
Stage position – allows you to insert the new stage into a specific position in the pipeline at the time of creation, rather than adding it only to the end. This makes it easy to refine or reorganize your pipeline flow without rebuilding stages later.
Using AI Pipeline Recommendations
SalesNexus can automatically generate optimized pipelines.
Click
Review proposed stages and triggers
Apply immediately or customize
Monitoring Stage Health and Performance
Each stage displays live metrics including:
Active contacts
Time in stage
Stalled contacts
Recent entries (24h / 30d)
Reordering Stages
SalesNexus allows you to reorder pipeline stages at any time to better match how opportunities move through your sales process. By clicking the button, you’re taken to a dedicated view where stages can be dragged and dropped into a new sequence without deleting or recreating them. Once saved, the updated order is applied across the entire pipeline, immediately reflecting the revised workflow.
Stage Triggers
Each stage includes Stage Triggers, which allow you to automate actions based on activity that occurs while a contact is in that stage. Stage Triggers help enforce consistency, prevent stalled opportunities, and ensure critical actions happen automatically as your pipeline progresses.
You can access stage triggers by clicking the button.
For deeper guidance, explore these related articles:
Navigating Stage Triggers: When Functions – Learn how each trigger condition works and when to use it.
Navigating Stage Triggers: Then Functions – Understand the actions that can be executed once a trigger is activated.
Enrolling Contacts Into a Pipeline
To add contacts to a pipeline:
Click
Choose a Target Stage
Select a Lookup (Segment)
Enrollment Types Explained
Snapshot (One-Time Enrollment)
Enrolls contacts that match the segment at submission
Does not update automatically
Sync (Continuous Enrollment)
Automatically enrolls contacts as they match the segment
Add-only subscription (never removes contacts)
Optional initial snapshot
Performing Bulk Actions on Pipeline Stages
Bulk Actions allow you to take action on many contacts at once.
Click
on a stage
Select a Target Group
Set a Maximum Item Limit
Available Bulk Action Types
You can apply the following actions:
Send an email
Send a template SMS
Send SMS (direct)
Create an opportunity
Move to next stage
Move to another pipeline
Clone to pipeline
Confirming and Applying Bulk Actions
Before execution, review:
Stage
Target group
Action type
Number of affected contacts
Click Confirm & Apply to proceed.
Bulk Action Success Notification
After completion, a confirmation message appears indicating success.
Summary
Marketing Goals in SalesNexus bring together contact enrollment, pipeline progression, automation triggers, and performance tracking into one cohesive system. By combining visual marketing pipelines with real-time engagement data, teams can clearly see how leads move through each stage of the nurturing process. Built-in automation ensures contacts advance consistently while reducing manual effort and maintaining process accuracy. When properly configured, Marketing Goals provide measurable insight into campaign performance while keeping marketing and sales efforts aligned.
For a complementary breakdown of opportunity-based pipeline management, read An In-Depth Guide to Sales Goals.
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