Infusionsoft Tips
Novak Solutions has created these tips as part of our weekly Tuesday’s Tip newsletter. Each week we give a new, absolutely free tip that you can use to get more out of your Infusionsoft app.
Shopping cart field names
On the Infusionsoft forum someone asked what the Infusionsoft Fields in the shopping cart are. Knowing this allows you to pre-fill some of your customer’s information from other sources. Below is a picture that shows the field name of each text field in the shopping cart (click the picture for a full-size...Cancel those unpaid Infusionsoft subscriptions
Infusionsoft doesn’t automatically deactivate subscriptions when someone doesn’t pay their bill, but there is an easy way to set this up. Go to Setup > Misc Settings > Order Settings > Triggers. From the drop down select “When an autocharge attempt is made”. Select 3rd and successive failure in the screen that comes up, and select all subscriptions on the right side. Add an action that deactivates all subscriptions. Now, if a customer’s card fails three times in a row it will deactivate all their subscriptions. If you want it to only deactivate the subscription that the charge failed for, you will need to create a separate trigger for each...Testing Infusionsoft order forms
Update 4/24/2014: Infusionsoft no longer provides the “Dummy” merchant account provider, so this tip is no longer valid. You have to use a real merchant account in order to test your signup processes. Testing an order form is something you should always do before going live, and frequently you need to test an order form after it has already gone live! How do you do that? It’s easy! First, make sure you have a test merchant account. Go to your E-Commerce Payment Options page and add a new merchant account. Select Dummy as the type. Enter anything you want for the details, but leave it set to Test Mode. Next, open the order form you want to test and at the bottom you will see a “Clone” button. Click this button. It will prompt you for a prefix for the order form and type “TEST ” (no quotes). This will help you differentiate the test order form from the real one. Now, edit the test order form and set the merchant account to your test merchant account. Open the order form, fill it out, and for credit card information select Visa and put in 4111111111111111. That is a 4 with fifteen 1‘s after it. This is a generic test Visa card number. It works with almost all merchant accounts in test mode. Put in any date in the future for expiration date, and put in anything you want for the cv2 code. Your order should be processed successfully. That’s it! Pretty simple...Complete control over Infusionsoft order forms
Update 2/3/2015: This tip is for an extremely old version of Infusionsoft, and does not work with the current version of Infusionsoft. Sorry! I don’t like self-hosted Infusionsoft order forms. You lose a lot of the elegance of them, and they just look blech. I wrote a JavaScript library that you can put in the header of your Infusionsoft hosted order form that allows you to paste your own HTML for the order form with special placeholders for the fields, and another special tag for the error list. This lets you make your order form look any way you want. One of the things you’ll need for this to work properly is a bookmarklet. The Infusionsoft source code editor on the order form header and footer editor is very slow when your HTML gets huge. This bookmarklet will convert the “Big Tiny” editor into a text box so that you can edit your code easily without waiting minutes for the code editor to highlight your code. Just drag this link to your toolbar: Order Form Header and Footer Code Editor To...Tuesday’s Tip
