How to use Goal Tracking

  • Updated

In this article, you will learn the benefits of Goal Tracking and how to set it up so you can keep your clients motivated!





1. What is Goal Tracking?

2. How does Goal Tracking benefit you and your clients?

3. How does Goal Tracking work?

4. What can you and your clients do with Goal Tracking?

5. How to set Goal Tracking up?

6. Frequently Asked Questions (FAQs)


How to use Goal Tracking


1. What is Goal Tracking?

Goal tracking makes your app fully interactive to boost your client’s motivation and results.

You choose the activities your clients should track, they log their progress, and you can help keep them on track… It’s as simple as that.



2. How does Goal Tracking benefit you and your clients?

✓ Improve Your Coaching: Tailor to your audience and improve your content based on client progress data

✓ Boost Client Accountability: Set up check-ins so your clients feel accountable and stay on track

✓ Feeling of Personalization: Goal Tracking is fully customizable to your market so you can give your clients a personalized experience

✓ Social Proof at your Fingertips: Track your best-performing clients, then celebrate their success in your community to motivate others

✓ Endless Stats to Measure Progress: Set up multiple activities that your client can track



3. How does Goal Tracking work?

You set up activities for your clients to track - like their mood, running distance, or even daily accountability check-ins

Your clients regularly log their stats and get motivated by their progress

You can check all of your client’s results in one place and improve your coaching



4. What can you and your clients do with Goal Tracking?

You can:

  • Set (multiple) activities for clients to track
  • View the activity of a specific client
  • See the details of a client's check-ins to better understand their progress
  • Delete a client's check-in entry
  • Add Goal Tracking to Pricing Plans

Your clients can:

  • Regularly log their activity stats
  • View the progress of other clients for public activities
  • See the details of other client's check-ins to better understand the community and feel motivated
  • Delete their own check-in entries


5. How to set Goal Tracking up?


Note: Please do not delete your existing tracking goals and leave at least 1 tracking active. Deleting all existing tracking goals will deactivate the feature.


Did you know that there are two ways to set Goal Tracking up?

You can make it available for all clients, or available only to those who purchased a plan.


Available for all clients:

1. Go to PassionProducts, on Tracking, toggle it on, and create a new Tracking item.

This would make the Tracking feature available to all clients, even to those who have not purchased a plan yet.



Available for subscribers with active plans.

1. Go to the Pricing Plan section of the platform

2. If you are activating Goal Tracking for an existing plan, click on the plan you would like to activate it for.

3. If you are creating a new plan and want to enable Goal Tracking, click on the  + Create New Plan button


4. Select the Goal Tracking feature before including products in the plan 



5. If you are adding Goal Tracking to an existing pricing plan, simply click Next Step, then Save Changes. If you are creating a new pricing plan, you can find step-by-step instructions for this in the following article: Pricing Plans and Multi Pricing Feature


Note: Once Goal Tracking is enabled for a plan, the Tracking tab will automatically appear for all clients who have an active subscription to that plan.



Here are the steps to set up tracking events for your clients:

  1. Log in to the app or to the Web App using your email address. (You have to be logged in as yourself, so use the same the email address and password for the Passion Builder).
  2. Once you're in, click on the Tracking Tab (at the top of the page for a web app, or at the bottom of your screen for native apps), then click on the + sign


3. Write a Title and Instructions

Title Example: Stress Management Daily Check-in

Instructions example: Check-in your stress level every day here and track your progress. You're allowed to check-in values from 0-10, where 0 is completely zen and 10 is totally stressed out.


4. You can also use the toggle button to limit the value that your clients can put in. Then, click on the checkmark (✔) to save.

Example: If you are asking them to rate something from 1-10, limit the value to 10.1.3gt.png


5. This is how the tracker would look for your clients



7. You can see the details of your client's log by clicking on the Tracker and selecting from the list of clients displayed


8. Your clients can also see other client’s progress by clicking on the All Users Tab




6. Frequently Asked Questions (FAQs)


My Tracking feature is missing. What do I do?

You must have deleted all the tracking goals. This deactivates the Tracking feature. If you have accidentally deleted all tracking goals, please write into so we can request our Tech Team to activate the feature. However, please note that even if our Team can restore the Tracking feature, previous check-ins will not be restored. 


How do I edit the goal tracking I have created?

For now, editing goal tracking is not an available feature. What you can do is to delete the existing tracking and create a new one. To request for feature improvement, please go to Canny


Why is the Tracking Tab not available for some of my clients?

The Tracking tab will only become visible to clients who have an active membership to the plan where the Goal Tracking is enabled. 

    • Check the plan that your client is subscribed to. Make sure that the plan shows as “active” in PassionMetrics. If you want to learn more about how to give clients access to your app,  click here!
    • Check the plan in the Pricing Plan section and see if Goal Tracking is enabled

Why can't I set up Tracking in my app? or Why is the Tracking tab not available in my app? 

Make sure that you're logged in using your email address. This allows you to see the tracking tab since this will only be visible to email addresses with an active subscription


Can I re-arrange the order of my tracking goals?

For now, the tracking goals are arranged by the order of date creation. You can suggest feature improvement on Canny


What is the maximum trackable number?

When the Limit Maximum Trackable Value is switched on, you can set any value. When it is turned off, the default value is set to 999.


Can I add an image with my goal tracking? 

Absolutely! You can press on the camera symbol and choose to either take a photo or select from your library. You can select one image per track. 



Why  does my Goal Tracking List gets rearranged? Can I re-arrange the order myself?

Tracking List is designed to show the oldest goal created first. However, when creating a new goal on the list as an admin, it may be re-arranged and will be sorted correctly (oldest to the most recent goal created) once you refresh the page or access it as an end-user.







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