In turboDial you can add a special designation to each Call Note to indicate the outcome of that call. You can customize the “Call Outcome” choices to be a list that is specific to the needs of your company. See the section on “Call Note Custom Fields” for more information on setting up the Call Outcome choices.
Call Outcome Automation
You can also setup Campaign Builder API Goals in an Infusionsoft campaign to be triggered when you designate a Call Outcome for a call. So, when you select a Call Outcome and press the save button, in addition to adding that Call Outcome value to the custom field in the Call Note, turboDial will also look for a campaign goal to be triggered. The campaign goal is setup as follows:
- Goal Type: “API call is made”
- Integration: “turboDial”
- Call Name: Read below for how to set this field.
For the Integration and Call Name values pay close attention to capitalization. Note the the ‘t’ in ‘turboDial’ is lower case and the ‘D’ is upper case.
The API Goal Call Name must be a string of letters and numbers; it cannot contain spaces or punctuation. Choose the Call Outcome you want to build automation for, then set the API Goal Call Name by modifying the Call Outcome value to remove all spaces and punctuation.
I have a Call Outcome value of “Did Not Reach Them – No Message” and want to trigger automation when that outcome is assigned to a call. The Call Outcome selector looks like this:
I can create a small Campaign Builder campaign like this:
Choose and drag an API Goal onto your campaign canvas:
The API Goal is configured like this:
The last step is to create the automation actions inside the campaign sequence; for example, applying and removing tags. When I am done I will publish the campaign and now whenever I save a Call Outcome of “Did Not Reach Them – No Message” after a call this campaign will be launched.