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

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.

Since creating a great experience with tasks requires understanding the context in which the tasks will be performed, for this recipe, let's assume that we have a campaign model that looks like this:

In plain English, when a lead comes in through the website, a human is tasked with calling them and filling out an internal form to push the lead ahead. Specifically, the...