Tuesday’s Tip: One-click webinar opt-in with Infusionsoft

by | May 27, 2014 | Tips

Did you know you can do one-click webinar opt-ins with Infusionsoft and GoToWebinar? This easy method makes it so your existing contacts can click a link in an email to instantly register for a webinar without having to re-enter their information. You can also use it in a campaign. To create a one-click webinar opt-in, you’ll need to use WebinarCore. This is a free tool that provides a URL you can use with an HTTP Post inside of Infusionsoft. Sign up for a free account. Next, take your GoToWebinar registration URL and paste it into WebinarCore (see screenshot). Enter your webinar title, set the timezone, and click Create. A box will appear with a WebinarSync URL. This is the URL you’ll use inside of Infusionsoft. The last step is to put that WebinarSync URL to work! You can use it in an email broadcast or a campaign.   If you are using an Email Broadcast: Create a link in your email. Set the URL to your opt-in “thank you” page (either in Infusionsoft or on your own website). For the action, select More… and then select Send an http post to another server. Last, put the WebinarSync URL in the Post URL box and click Save. When your contact gets the email and clicks the link, they’ll be sent to your “thank you” page. Infusionsoft will also send their contact details to WebinarCore, which will then register the contact for your webinar. The contact will get the standard registration confirmation email from GoToWebinar.   If you are using a campaign: The Campaign Builder’s email functionality doesn’t let you run an HTTP Post when a link is...

Tuesday’s Tip: Add required terms to your Infusionsoft shopping cart or order form

by | May 20, 2014 | Tips

Many Infusionsoft customers need their customers to agree to terms and conditions before placing an order. Infusionsoft doesn’t provide a way to do this, but we’ve written a code snippet that makes it easy. This solution is free and doesn’t require any custom fields. This code will add a checkbox to your shopping cart or order form that has to be checked before the order will submit. You can easily change the text next to the checkbox and the text that is shown in the error message if they haven’t checked the box yet. UPDATE 5/22/2014: Some visitors were unable to get the shopping cart code to work, so we’ve rewritten it to work in a different way that should be more reliable. UPDATE 7/1/2014: This no longer works with the latest version of Infusionsoft. We are working on updating the code to work with Infusionsoft’s latest changes. UPDATE 7/25/2014: We’ve updated the script below to work with the latest version of Infusionsoft. Simply follow the instructions below to add required terms to your shopping cart or order form.   To use with a shopping cart: To add required terms and conditions to your Infusionsoft shopping cart, go to E-Commerce → E-Commerce Setup → Shopping Cart Themes → Edit → HTML Areas. Copy and paste the below code to the Custom Header section and click Save. <script type="text/javascript">// <![CDATA[ jQuery(document).ready(function(){ jQuery("#BILLING_ENTRY").after( '<div id="TERMS_AND_CONDITIONS">' + '<table class="paymentMethodTable" style="width:100%;margin:0 0 20px 0">' + '<tr>' + '<th class="leftAlign">Terms and Conditions</th>' + '</tr>' + '<tr class="cellLow">' + '<td>' + '<input type="checkbox" id="termsandconditions" name="termsandconditions" value="accept"> ' + '<label for="termsandconditions">I accept the terms and conditions for this product.</label>' + '</td>'...

Tuesday’s Tip: One-click Upsell for WordPress just got better

by | May 13, 2014 | Tips

We’ve been hard at work improving the One-click Upsell plugin for WordPress and have a few new features we’d love to share with you. As a reminder, this plugin is completely free and fully supported. It works on both order form and shopping cart “Thank You” pages. The plugin now lets you optionally use an image for your upsell button. Simply specify the image URL, width, and height, and it’ll be used instead of a standard form submit button. We’ve also made it easier to add upsell buttons to your pages. Just click the blue up arrow in your editor, fill out the short form, and click Add shortcode. This saves you from having to look up or remember shortcode options. Installing this plugin is very easy: Log in to your WordPress account and go to the Plugins page Click Add New at the top of the page Search for Infusionsoft One-click Upsell Click Install Now for the Infusionsoft One-click Upsell plugin Once installed, click Activate Plugin This plugin requires some configuration. Go to the plugin’s settings page for instructions on how to configure the plugin and how to use it. Have a suggestion for an improvement to this plugin? Please let us know in the comments to this...

Tuesday’s Tip: Allowing an Infusionsoft campaign goal to be achieved by any contact

by | May 6, 2014 | Tips

If you create a campaign goal in Infusionsoft and associate it with a sequence, you can choose whether that goal can be achieved only by contacts in the campaign or by any contact. Infusionsoft provides step-by-step instructions for accomplishing this. For this tip I’m going to discuss why you would want to pick one option over the other. Why would you want to open the goal up to all contacts? Opening a campaign goal to all contacts makes it possible to use the goal as an entry point into a campaign. For example, if you run a webinar you may want contacts to enter a campaign from your newsletter and from your website, but also simply by attending the webinar. Why would you want to limit the goal to contacts in the campaign? On the other hand, you may not want a goal to be an entry point into a campaign. For example, opening a “Purchase online” goal to all contacts would force all contacts to enter the campaign as soon as they make a purchase. If your follow-up sequence references content sent in the nurture sequences, or if your follow-up sequence expects the contact to be a newsletter subscriber or have a specific tag, then this could be a...

Tuesday’s Tip: Achieve an Infusionsoft campaign goal with an API call

by | Apr 29, 2014 | Tips

One of the lesser known goals available in Infusionsoft is an API call. By making a specific API call you can achieve this goal to move a contact through a campaign. The goal has two parameters: Integration and Call Name. These can be anything you want but if you have multiple goals with the same integration and call name, then they will all be achieved by the same API call. To achieve the goal, you make a FunnelService.achieveGoal API call with the integration and call name you configured in the goal, and the contact ID you’d like to achieve the goal for. If you are using the free Novak Solutions Infusionsoft PHP SDK, then you could do something like this: <?php // Include the SDK require_once('Infusionsoft/infusionsoft.php'); // Set the contact ID $contactID = 123; // Call the achieveGoal method Infusionsoft_FunnelService::achieveGoal('someIntegration', 'myAPIcall', $contactID); I hope this helps you in building your own...