When someone on your team finishes a sales call, the next step shouldn't depend on anyone remembering it. Task outcomes let your automation take over the moment a task is completed, with a different follow-up for each result. It takes four steps: add outcomes to your task, assign the task in an automation, add a goal for each outcome, and build the follow-up under each goal.
Outcomes are the choices your team picks from when they complete a task. Open the task in your Messages collection. In the Task Outcomes section, click Add, choose Create New Outcome, name it, and save. For a sales call, you might use "Interested, but needs more time," "Not interested," and "Left a message/No Answer." Ontraport requires an outcome every time a task is completed, so also add "No further action" for when nothing else fits.
You can also add conditions and actions right inside an outcome. They work just like the filters and actions in an automation, so they're handy for something simple, like adding a tag. For a full follow-up, use an automation.
Next, go to Automations and create or edit a map. If you've turned on other objects, like Companies or Deals, you'll find Automations under Contacts instead. Click What Happens Next? where the task belongs, choose Assign Task from the Actions tab, pick your task, and click Done. For example, when someone fills out your contact form, assign a call task to your team.
Below the Assign Task element, click What Happens Next? and add a Goal. Click into it, click Add Goal, and choose Task is Completed. Then select your task and one outcome. Every goal comes with a wait above it, so contacts stay there until the task is completed.
For the goal settings, Ontraport recommends setting "Who can achieve this goal?" to Any contact on this map, and "If contact is already on map" to Move here when achieved. Then click the plus icon next to that goal and add another goal, with the same task and a different outcome. Repeat until every outcome has its own goal, side by side.
Now click What Happens Next? under each goal and build its path. For "Left a message," send an SMS letting the contact know you tried to reach them, or assign another call task for next week. For "Interested, but needs more time," send a series of follow-up emails.
For "Not interested," use Change Tags to add a "not interested" tag, so nobody reaches out by mistake. If the contact is on other automations too, Remove From Automation takes them off. Give "No further action" a goal as well, and simply end that path.
When every path is ready, click Publish, then Save & Publish.
You can also use triggers instead of goals. The Task is completed trigger starts an automation as soon as a team member completes a task, and you can choose specific outcomes. That way, one outcome can start its own separate automation.
From there, your team just completes the task and picks what happened, either in the Tasks collection or in the mobile app, where you tap the checkmark and choose an outcome. Your automation handles the rest.
So: add outcomes to your task, assign it from an automation, give each outcome its own goal, and build the right follow-up under each one. Next up, we start the Mobile app section with an overview of the Ontraport mobile app.