Infusionsoft Cookbook – Chapter 3.1 – Creating A Contact Us Form

Every website needs to have some method for people to make general inquiries. This is particularly important for service-based businesses that operate locally. If a website is missing a simple Contact Us form, that means good leads from our hard-earned traffic are slipping away. Fixing this hole in our online presence creates another lead channel for the business.

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.