When we get a new employee, there a lots of oftentimes sequential tasks that current staff members have to do. For instance, folks in the finance office currently work through a check list of everything thing from getting a W4 completed, signing up the new employee for insurance, etc.
I created a campaign whereby when a new contact is created and the “new-employee” tag is attached the the contact’s account, the campaign begins. The first sequence in the campaign starts with a series of 3 identical emails with day-timers in between. The emails are identical since they simply act as reminders that the task needs to be completed. The 4th email is to me and lets me know that if we are getting to this point, the staff member failed to do the task even after 3 reminders! Important note: The staff member is NOT a user in the Infusionsoft system. The first three staff member emails include a button that, when clicked, takes the staff member to a “Thanks for completing the task” landing page. Clicking this link is supposed to register as a link-click and stop that sequence since no further reminder emails are needed.
Since the task was completed, the next sequence in the campaign will be a series of emails to the next staff member … you get the idea.
The above does not work. I was told that because the staff members are NOT the new contact and are NOT users in the Infusionsoft system the clicking of a link has no effect to stop the sequence from sending every email in it.
So … I would like some help. Is there a work-around IN or OUT of Infusionsoft that will accomplish my goal to 1) alert/manage staff members and their tasks and 2) sequentially move the campaign through to all other staff member tasks in it?
Talking about thinking outside the box, huh!!!