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.
Tuesday’s Tip: Add a custom field to your Infusionsoft order forms
Have you ever wanted to collect an extra piece of information from your customers? For example, you may want to ask who referred them, or you may offer a choice of special gifts with their purchase. With a bit of HTML, you can easily add custom fields to your Infusionsoft order forms. Setup the custom field You’ll need to have a custom contact field. If you aren’t sure how to do this, follow these instructions provided by Infusionsoft. For this example, I named this field Referred by. Once your field is created, click the View the field database names (for the API) link to find the field’s database name. You’ll need this name in a later step. Add the HTML to your form You’ll need a snippet of HTML to get the field to show up on your form. In this example, my field’s database name is Referredby. You will want to replace both instances of Referredby with your own field name below. Copy and paste this snippet into an HTML area of your order form, for example the Product Information section: Were you referred by someone? <input id="Contact0_Referredby" name="Contact0_Referredby" type="text" /><br><br> This example is very simplistic. You’ll probably want to style it to match your form’s design. Test it out It is always a good idea to test your changes. If you entered the HTML correctly, then your field should show up on your order form. If you make a test order, then the custom field should get saved to the contact record. If it isn’t, check to make sure you used the correct field database name in the HTML and prefaced...Tuesday’s Tip: Add a “forward to a friend” feature to your Infusionsoft emails
Infusionsoft doesn’t provide a “forward to a friend” feature for your emails, but with a bit of effort you can add this feature to your emails on your own. First you’ll need to pick the subject line and body of the message that the friend will receive. You can’t use HTML, and you can’t include line breaks. The URL for the hosted version of your email will be added to the end of the body. Fill out the form below with your subject line and body: [cf]javascript[/cf] Our site will convert your subject and message body into a format that will work in your Infusionsoft emails. Edit your email in Infusionsoft and add an email address link. Copy and paste the text from above into the email address link in your email. For example: Click the Insert/Update button to finish. When your reader gets the email and clicks the link, a new email will open in their mail client with the subject and body already filled out. They’ll still need to pick a recipient, and they’ll have the opportunity to change the subject/body if they...Tuesday’s Tip: Finding the campaign a web form belongs to in Infusionsoft
Have you ever lost track of which web form belongs with which campaign? This simple trick will help you find the campaign for any web form. First you need to submit the form. Use a fake email address so it will be easy to find in your Infusionsoft app: Next, search for the email address you entered in the form: Click the campaigns icon. You’ll be able to see the campaign name in the recent campaign history list. In this example, the campaign is called Sandbox: Last, delete your test contact so it doesn’t clutter up your...Tuesday’s Tip: Move the PayPal button on your Infusionsoft order forms
By default the Infusionsoft shopping cart and order forms show the credit card and PayPal options side by side. You may want to move the PayPal button above or below the credit card fields instead. This can make it more obvious to the customer that the credit card fields belong to the credit card option, or emphasize one payment option over the other. You can move your PayPal button above the credit card fields like this: To move it above the credit card fields, add this Javascript code to your order form or shopping cart theme’s HTML area: <script type="text/javascript">// <![CDATA[ jQuery(document).ready(function(){ jQuery('.paymentMethodTable tbody').prepend( jQuery("<tr>").append( jQuery("#payPalType").parent(),"<td></td>" ) ); jQuery('.paymentMethodTable tbody tr:eq(1)') .insertBefore(jQuery('.paymentMethodTable tbody tr:eq(0)')); }); // ]]></script> You can also move your PayPal button below the credit cards fields like this: To move it below the credit card fields, add this Javascript code to your order form or shopping cart theme’s HTML area: <script type="text/javascript">// <![CDATA[ jQuery(document).ready(function(){ jQuery('.paymentMethodTable tbody').append( jQuery("<tr>").append( jQuery("#payPalType").parent(),"<td></td>" ) ); }); // ]]></script> If this code doesn’t work for you, let me know in the comments! This code has been tested in my own sandbox app, but I may need to tweak it a bit to work for you if your app is running a different version of Infusionsoft’s shopping cart or order forms. Please make sure you include a link to a sample shopping cart or order form page when reporting a...Tuesday’s Tip: Continue an Infusionsoft campaign even if your contact doesn’t confirm their email address
Asking your contacts to confirm their email addresses (also known as double opt-in) is an email best practice. Infusionsoft doesn’t require asking for email confirmation, but asking for it can make it easier to segment out your hottest leads. You can use the Campaign Builder to request email confirmation but continue your campaign anyway even if your contact doesn’t confirm their email address. This keeps you from missing out on potential leads, while retaining the ability to send special marketing messages to contacts that put in the effort to confirm their email addresses. Here is an example of what this would look like in the Campaign Builder: The first step is the entry into the campaign. This could be a lead magnet, webinar signup, newsletter signup, or any other goal that allows a contact to enter a campaign. Next, place an email confirmation request sequence in your campaign, and connect your lead magnet to the sequence. This sequence is automatically locked to a Confirm Email goal. Last, add your main campaign content, such as a warm-up sequence or newsletter, to your campaign. Connect both the Confirm Email goal and the Email Confirmation Request sequence to the warm-up sequence. When your contact fills out a form to enter the campaign, they’ll be sent an email asking them to confirm their email address. Because the Email Confirmation Request sequence is connected directly to the warm-up sequence, your contact won’t have to confirm their email address before continuing in the campaign. You may want to add a short delay timer of at least a few hours to your warm-up sequence so your contact has a chance to...Tuesday’s Tip
