Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Using note templates for 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.

Getting ready

We need to look at a full contact record, not in My Day.

How to do it...

  1. Scroll down to the Tasks section of the contact record.

  2. In the Notes section, select the note we need to apply using the Note Template... dropdown and click on the Add Note button:

How it works...

Applying the note will add the predefined information to the contact's note history and trigger any associated automation.

There's more...

If we click on Add Note without selecting a note template from the dropdown, a pop-up window will open. The user can manually type a...