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 it with Contact0_.
Taking it a step further
You could also use a text area, a dropdown list, or radio buttons.
You could also add validation. For example, if you wanted to require the referred by field, you could make the HTML like this:
Were you referred by someone? <input id="Contact0_Referredby" name="Contact0_Referredby" type="text" class="regula-validation" data-constraints="@Required(label="Referred By", groups=[customer])" /><br><br>