Now that you know how to create, assign and complete tasks, automate your follow-up with prospective customers so you don’t miss out on closing the deal.
Solutions keyboard_arrow_down keyboard_arrow_up
Our Solutions
Ontraport's solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.
Sales +
CRMarrow_forward
Segment + Organizearrow_forward
Smart Pipelinesarrow_forward
Unified Contact Historyarrow_forward
Task Automationarrow_forward
Lead Scoring + Routingarrow_forward
Mobile Apparrow_forward
Trends arrow_forward
Ontraport Calendar arrow_forward
No-code Web Appsarrow_forward
Custom Objectsarrow_forward
Dynamic CMSarrow_forward
Conditional Contentarrow_forward
Membership Sitesarrow_forward
Paymentsarrow_forward
Order Formsarrow_forward
Offline Transactionsarrow_forward
Complex Offersarrow_forward
Upsells + Order bumpsarrow_forward
Decline Recoveryarrow_forward
Customer Centerarrow_forward
Referral Trackingarrow_forward
Pages + Formsarrow_forward
Drag and Drop Editorarrow_forward
Form Buildersarrow_forward
WordPress Integrationsarrow_forward
Marketing
Automationarrow_forward
Campaign Automationarrow_forward
Email + SMS Messagingarrow_forward
Email Deliverabilityarrow_forward
Tracking + Attributionarrow_forward
Facebook Custom Audiencesarrow_forward
Platformarrow_forward
API arrow_forward
Integrations arrow_forward
Security and Scalabilityarrow_forward
Industries we serve
Select your industry to see how our CRM and marketing software can support your growth
Learn more Resources keyboard_arrow_down keyboard_arrow_up
Pricing Chat Resources
Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software.
Visit the blog Research and Education
Bootcamp
Coursearrow_forward
Attend a hands-on training course designed to give users a solid foundation of software skills and marketing strategy.
Expert Certification
Coursearrow_forward
A course for business owners and marketing professionals wanting to support our mutual clients. Learn advanced marketing strategies and get exclusive perks.
Ontraport
Blogarrow_forward
Browse a collection of articles on marketing automation, email marketing, CRM, membership sites and more.
Step-by-Step
Templatesarrow_forward
Implement proven marketing processes with our easy-to-follow worksheets and checklists.
In-Depth
Guidesarrow_forward
Download our best-practice guides, complete with data-driven insights and tactics to help you optimize your marketing.
Podcastarrow_forward
Listen in as Ontraport CEO Landon Ray talks with with a star-studded cast of entrepreneurs, marketers and thought leaders.
Marketing
Blueprintsarrow_forward
Learn everything you need to know to develop fundamental marketing strategies with our digital handbooks.
Using Ontraport in Your Business
Software
Comparisonsarrow_forward
See if Ontraport is the right fit for you — compare the top marketing automation and CRM software on the market.
Setup Wizards
Libraryarrow_forward
Our Setup Wizards walk you through the steps to customize and launch a marketing campaign for your business in minutes.
Get the
Factsarrow_forward
View the most frequently asked questions about Ontraport so you can get clarity and feel confident in your buying decision.
Feature Use
Casesarrow_forward
See exactly what you can do with Ontraport, and learn how you can personalize it to perform your specific needs.
Calculate Your
ROIarrow_forward
Get an honest estimate of the return you can expect from an investment in Ontraport's software.
Exploring
Ontraportarrow_forward
Take a guided tour through the five phases of the customer lifecycle in a simulated business powered by Ontraport.
Try our free interactive customer portal demo!
Want to offer the convenient, self-service experiences your customers are looking for? Check out this free demo to see what you can create in Ontraport without code or developers.
Want to offer the convenient, self-service experiences your customers want?
Check out this free customer portal demo to see what you can build in Ontraport without code or developers.
Home > Ontraport for sales teams > Tasks > Task outcomes: Automating what happens next
Task outcomes: Automating what happens next
You'll learn:
- How to add task outcomes to your task templates to smooth out your lead follow-up process
- How to boost efficiency by assigning tasks via automation
- How to add goals to task outcomes
Rashelle Monet
Task outcomes: Automating what happens next
Now that you know how to create, assign and complete tasks, automate your follow-up with prospective customers so you don’t miss out on closing the deal.
- How to add task outcomes to your task templates to smooth out your lead follow-up process
- How to boost efficiency by assigning tasks via automation
- How to add goals to task outcomes
Course Instructor
Rashelle Monet
Related resources
[Block//Author//First Name] [Block//Author//Last Name] on [Block//Date Added %F j, Y g:i a%+0d0h0m]
[Block//Comment]
Transcript
You know how to create, assign and complete tasks in Ontraport. But what happens next? That’s what I’ll cover in this video.
I’ll show you how to set up automation for every outcome you create for a task. For example, I’ll talk about following up with different leads based on how their sales call went.
You’ll only need to follow three steps to do this:
Let’s jump in.
As we talked about in the video on creating tasks, you’ll want to create a task template that has some task outcomes. You do that by adding the options that you’ll want to choose from when you complete this task. We did this in the previous video, and you can see how that looks here.
Next, let’s open the automation we built in the last video since our tasks are already in there.
Let’s review what we’re looking at here.
When someone fills out your “Contact Us” form, they’ll drop in here. Then a task will fire off and remind you to follow up. But we’re going to remove the end element here and get a little fancier.
The next step is to add goals for each task outcome.
You’ll remember that our task outcomes that we set up are “No answer,” “Not interested,” and “Interested and qualified.” I’m going to plug these into our automation.
I’ll do that using Goals. Add one here under your task — you’ll see this Wait show up automatically, as always. That’s where your contact will hang out until your goal is achieved.
Go ahead and pick “Task is completed” as your goal. Select your task — mine is right here, “Call New Lead.” Then you’ll see all your outcomes show up like this. Let’s pick “no answer.”
Now, if you call someone and they don’t pick up, their contact will move down here. At this point, you’d want to shoot them a quick email. You might say something like, “Hey, sorry I missed you! Call back when you get a chance.” Then after a few days, you could create another task for your team to try calling again. You can put it all together right here underneath the outcome. Easy.
Now let’s take care of the rest of your task outcomes.
Grab this goal by the crossbar here. Drag it over to this arrow and click “Copy only this item.” Now open up your new goal.
This time, I’ll choose the “Not interested” outcome. Under here, I’ll unsubscribe the contact so I don’t accidentally reach out again. I’ll tag them as “not interested” too.
That’s it! Keep doing this for all your other task outcomes. Once you’ve decided how you want to follow up after each one, you can hit publish and be on your way.
Now you can automate your follow-up to send the right messages to the right leads every time. Your prospects’ experiences will be nice and smooth and your job will be a lot easier.
I’ll show you how to set up automation for every outcome you create for a task. For example, I’ll talk about following up with different leads based on how their sales call went.
You’ll only need to follow three steps to do this:
- create a task template with task outcomes.
- Create an automation that assigns the task
- add goals for each of your different task outcomes in your automation.
- Then, you’ll customize the automation that comes after each outcome.
Let’s jump in.
As we talked about in the video on creating tasks, you’ll want to create a task template that has some task outcomes. You do that by adding the options that you’ll want to choose from when you complete this task. We did this in the previous video, and you can see how that looks here.
Next, let’s open the automation we built in the last video since our tasks are already in there.
Let’s review what we’re looking at here.
When someone fills out your “Contact Us” form, they’ll drop in here. Then a task will fire off and remind you to follow up. But we’re going to remove the end element here and get a little fancier.
The next step is to add goals for each task outcome.
You’ll remember that our task outcomes that we set up are “No answer,” “Not interested,” and “Interested and qualified.” I’m going to plug these into our automation.
I’ll do that using Goals. Add one here under your task — you’ll see this Wait show up automatically, as always. That’s where your contact will hang out until your goal is achieved.
Go ahead and pick “Task is completed” as your goal. Select your task — mine is right here, “Call New Lead.” Then you’ll see all your outcomes show up like this. Let’s pick “no answer.”
Now, if you call someone and they don’t pick up, their contact will move down here. At this point, you’d want to shoot them a quick email. You might say something like, “Hey, sorry I missed you! Call back when you get a chance.” Then after a few days, you could create another task for your team to try calling again. You can put it all together right here underneath the outcome. Easy.
Now let’s take care of the rest of your task outcomes.
Grab this goal by the crossbar here. Drag it over to this arrow and click “Copy only this item.” Now open up your new goal.
This time, I’ll choose the “Not interested” outcome. Under here, I’ll unsubscribe the contact so I don’t accidentally reach out again. I’ll tag them as “not interested” too.
That’s it! Keep doing this for all your other task outcomes. Once you’ve decided how you want to follow up after each one, you can hit publish and be on your way.
Now you can automate your follow-up to send the right messages to the right leads every time. Your prospects’ experiences will be nice and smooth and your job will be a lot easier.
settings
Turn your business on with Ontraport.