To close out this chapter, we are going to explore the task completion workflow that an end user would experience in their daily responsibilities. Understanding this end user context helps us design automation that can truly streamline processes and boost productivity. For this recipe, we are focusing on the workflow of someone who receives tasks to call new leads and must indicate the results via a note template or internal form. The recipe will take us through one call task. To close out this chapter, we are going to explore the task completion workflow that an end user would experience in their daily responsibilities. Understanding this end user context helps us design automation that can truly streamline processes and boost productivity.
Tag: CRM
Infusionsoft Cookbook – Chapter 2.7 – Creating Great User Experiences With Tasks
Not everything can be automated. There are certain activities that are too precise or too costly to automate. For example, making an outbound phone call to a new lead or adding a new customer to a third-party membership site. In these cases, an Infusionsoft user can be assigned a task. A task is a key tactic in the human-machine interaction within Infusionsoft. When the automation cannot go any further and needs human intervention, empowering the end user to quickly take action and tell the automation machine to continue is a key skill towards designing productive automated experiences.
Infusionsoft Cookbook – Chapter 2.6 – Using Internal Forms And Note Templates For Workflow
An internal form is just like a normal web form, but it can only be submitted by a user inside Infusionsoft. While creating process workflows, especially task-based workflows, a well-placed internal form can create a time-saving experience for the Infusionsoft user, thus improving productivity. Many of the recipes in this book leverage internal forms, so understanding the experience of submitting one is a key to building a great workflow. A note template is like a big red AUTOMATION button. Any time we need to automate or track something and we aren’t sure how to do it, we can create a note template. Applying a note template can trigger an e-mail, a task, the application of a tag, and so on. Many of the recipes in this book leverage note templates, so understanding the experience of applying one to a contact record is a key to building a great workflow.
Infusionsoft Cookbook – Chapter 2.5 – Creating Tags For Database Segmentation
The more targeted and relevant our marketing is, the more effective it will be. In order to segment the database so we can be targeted and relevant, Infusionsoft uses tags. A tag can be thought of as a specific list or specific segment of people within your database. We can apply or remove a tag manually from an individual or a group of individuals. A campaign can automatically apply or remove a tag as well. Besides segmentation, a tag can route automation logic or filter a search/report. They can also be used as a goal within a campaign to start or stop it. In short, understanding how to create a tag is a critical skill for automated experience design.