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You are here: Home / Archives for Infusionsoft

Infusionsoft

InfusionSoft is a popular eCommerce and eMail marketing platform which has many users. There are many plugins and services created for Wordpress to make using Infusionsoft easier.

Here are the articles that we have written about using Infusionsoft in your business.

InfusionSoft

Infusionsoft: Redirecting After Submitting Web Form Version 2

March 7, 2015 by Michele Leave a Comment

I was asked today how could I route users to different pages using the value of a dropdown list and thought my original version of the routing function would work perfectly but it did not. It required a little tweaking but here you go…

Infusionsoft Web Form

For my example, I created another simple Web Form at https://fr381.infusionsoft.com/app/form/interests1. I set the Thank You page for this form as a Web Address -> http://clients.equalserving.com/loreen/infusionsoft-router-v2/

Shortcode Verion 2

Version 2 of the shortcode –

[esifs_router_v1 field_name="inf_custom_BlogInterests" pages = '{"Digital Downloads":"https://www.equalserving.com/category/digital-downloads/","Infusionsoft":"https://www.equalserving.com/category/infusionsoft/","How Tos":"https://www.equalserving.com/category/how-to/"}']

Where the field_name (inf_custom_BlogInterests) that I want to interrogate is named and the values of the choices (Digital Downloads, Infusionsoft, How Tos) and the pages I want visitors redirected to follow in the variable pages.

SelectRedirect to Page
Digital Downloadshttps://www.equalserving.com/category/digital-downloads/
Infusionsofthttps://www.equalserving.com/category/infusionsoft/
How Toshttps://www.equalserving.com/category/how-to/

If you take a peek at the source code of my web form, you will notice that each of the items in the dropdown has the values that you entered in the field in the Infusionsoft web form builder.

<div class="infusion-field"> 
   <label for="inf_custom_BlogInterests">Blog Interests *</label> 
   <select id="inf_custom_BlogInterests" name="inf_custom_BlogInterests">
      <option value="">Please select one</option>
      <option value="Digital Downloads">Digital Downloads</option>
      <option value="Infusionsoft">Infusionsoft</option>
      <option value="How Tos">How Tos</option>
   </select> 
</div> 

To enable the use of such a shortcode requires that I add a function to my WordPress theme’s function.php file. I’ll explain what the following code does line by line below.

add_shortcode('esifs_router_v2', 'esifs_router_v2_function');
 
function esifs_router_v2_function($atts, $content = null){
    //* What is the IFS field name we are concerned with that predicts the routing
    if ((isset($atts["field_name"]) && $atts["field_name"] != "") && (isset($atts["pages"]) && $atts["pages"] != "")) {
        //* Convert the pages to a proper array
        $pages = json_decode( $atts["pages"], true );
        if( !is_array( $pages ) or count( $pages )<1 ) $pages = array();
        //* Get the value of the IFS field
        $field_name = $atts["field_name"];
        //* Make sure there is a value
        if (isset($_GET[$field_name]) && $_GET[$field_name] != "") {
            $value = $_GET[$field_name];
            $url = $pages[$value];
            if ($url != "") {
                $string .= '<script type="text/javascript">';
                $string .= 'window.location = "' . $url . '"';
                $string .= '</script>';
                echo $string;
            } else {
                echo "<p>No value found.</p>";
            }
        }
    }
}
  • Line 1: Associates the shortcode [esifs_router_v2] with the function esifs_router_v2_function. WordPress now knows that when it sees the shortcode [esifs_router_v2] in a page or post, it will call the esifs_router_v2_function. For more on WordPress shortcodes, you can read Smashing Magazines guide on shortcodes.
  • Line 3: passes the attributes from the shortcode to the function esifs_router_v2_function.
  • Line 5: checks to ensure that the field name is set in the shortcode and not empty.
  • Line 7 – 8: converts the details of the pages parameter into an array to use in the rest of the code.
  • Line 11: tells the function what field name I want to check for redirection. In my case, it is the field name inf_option_MyInterest.
  • Line 14: checks to ensure that the field name is being passed to the page by Infusionsoft and that the value is not empty.
  • Lines 15: assign the value of the option the visitor selected to the variable $value.
  • Lines 16: assigns the appropriate URL to the variable $url.
  • Lines 18 – 21: Will output a small piece of Javascript to the page that will redirect the visitor to the page you defined in the shortcode.
  • Lines 22 – 23: If a URL is not found in the array, it will output a message without the JavaScript code to redirect.

To finish this post I wanted to show you how to change the shortcode from my original example so that I could use the new version of the shortcode.

The new shorcode would look like –

[esifs_router_v2 field_name="inf_option_MyInterest" pages='{"213":"http://clients.equalserving.com/loreen/infusionsoft-router/213-kayaking", "215":"http://clients.equalserving.com/loreen/infusionsoft-router/215-biking", "217":"http://clients.equalserving.com/loreen/infusionsoft-router/217-hiking"}']

Filed Under: How To, Infusionsoft

Infusionsoft: Need a Forward To A Friend Link In Your Emails

September 18, 2014 by Michele Leave a Comment

Problem

An exasperated dumbfounded client contacted me today. He was frustrated by the fact that while Infusionsoft allows sharing of email content via their social sharing widget that includes Facebook, Twitter and Google+, they do not include a simple “forward to a friend.” The “forward to a friend” feature is included in many email services – ActiveCampaign, MailChimp and iContact to name a few.

Goal

Our goal is to have the “Forward to a friend” link blend with the other social icons as shown below:

Infusionsoft adding a forward to friend icon to email

How

With a little tinkering I came up with an approach that I think fits in nicely with the rest of the Infusionsoft email design elements. To accomplish the task insert an HTML Snippet into the email just above the Social Snippet as pictured below.

Infusionsoft inside the email editor

In the HTML Snippet copy and paste the HTML code below into your HTML Snippet:

<p style="text-align:center;wdth:100px;float:right;">
<a href="mailto:?subject=Check%20out%20~Company.Company~&body=Hi!%0DI%20was%20reading%20the%20~Company.Company~%20Newsletter%20and%20thought%20you'd%20like%20it.%20Check%20it%20out%20at%20-%0D%20~HostedEmail.Url~.">
<img src="https://db.tt/sIe7bF7e" border="0" align="center" alt="email icon" />
</a>
</p>

The above code will render the email image to the right of the social share icons as shown in the image at the top of this post.

When the contact clicks on the email icon, it will open their email client with a new email with –
Subject: Check out ~Company.Company~
Body: Hi!
I was reading the ~Company.Company~ Newsletter and thought you’d like it. Check it out at –
~HostedEmail.Url~.

~Company.Company~ will be replaced with your company’s name and ~HostedEmail.Url~ will be replaced with the link to your hosted email.

Notice in Line 3 of the code above, we are using our own image file that is stored on Dropbox. If you prefer to download the email image [ email icon ] or use one of your own, make sure that you change the URL https://db.tt/sIe7bF7e to the proper URL of your image file. To download ours right click on the email image above and select Save Image As to save the image to your hard drive.

I hope this is helpful to others using Infusionsoft who would like to include a simple “Forward to Friend” link in their email marketing.

Filed Under: Infusionsoft

How To Present An Infusionsoft Product Bundle with Gravity Forms

February 25, 2014 by Michele Leave a Comment

Last month, Infusionsoft hosted a Mastermind call about building a dynamic checkout process which started me thinking about how to implement such a feature for a client. By the way, if you are an Infusionsoft user and you are not attending the weekly Mastermind calls, you are really missing out. I have been well impressed with the topics they cover.

In the Mastermind Demonstration, which you can view at the Mastermind Archive, Corey Harding of Infusionsoft builds a dynamic checkout process using an Infusionsoft web form and an Infusionsoft product bundle link.

What is the Infusionsoft Product Bundle Link?

Through a product bundle link, Infusionsoft provides a mechanism to add multiple products to the shopping cart in one click.

As Corey explains in the video, the bundle link has to be “built” using the product ids and quantities included in the bundle. One stipulation in building the link – a product id CANNOT have a quantity of zero (0). Therefore, he uses a JavaScript (provided on the MM archive page) to remove any products with a quantity of zero (0) from the query string which is submitted to the Infusionsoft bundle process. If you include a product id with a quantity of zero (0) in the query string, the bundle link will fail.

The Infusionsoft bundle link has the following form where the query string lists the productId and productQuantity of all the products you want to add to the shopping cart –

https://{ifsapp}.infusionsoft.com/app/manageCart/processBundle?productId=1&amp;productQuantity=1productId=2&amp;productQuantity=10&amp;productId=3&amp;productQuantity=9

Once I saw what Corey did, I was sorry I did not think of it myself. It works especially well with Gravity Forms for a product that includes many options. Let’s say for demonstration purposes, I am selling a plugin. Along with the plugin, I offer an eBook that explains some of the nuances of the plugin and how to make the most of your purchase. I also offer installation of the plugin and an annual premium support plan. If the customer purchases 2 years of support in advance, I offer a 50% discount.

Using Gravity Forms Instead of Infusionsoft Webform

You can view my demonstration form at https://www.equalserving.com/useful-tools/infusionsoft-product-bundle-test/

I used Gravity Forms’ Product Pricing Fields to configure the form. The top field is a Single Product field with the quantity disabled (because this is presumed to be a digital product – there is no need for quantity). The installation, ebook and support fields also use a Product Pricing Field with Radio Buttons field type.

I included a hidden field on the form that contains a promo code for the multi-year support discount. This hidden field is unnecessary as you can configure purchase discounts in Infusionsoft that do not require a promo code but I included it anyway for this example.

Lastly, I dragged in a Total Pricing Field so that the customer could see how much the purchase was going to be before adding it to their cart.

Once the customer clicks on the button labelled “Process My Product Bundle,” the form is configured to redirect to the Infusionsoft product bundle link. Gravity Forms allows the fields of the form to be redirected to another page by clicking on the Form Settings | Confirmations. Select the Confirmation Type – Redirect; enter the Redirect URL and click the Merge Fields button to include the fields necessary in the bundle link. Below is a snapshot of my completed Confirmations screen –

infusionsoft_bundle_gravity_forms

Below is the default Infusionsoft bundle link –

https://{ifsapp}.infusionsoft.com/app/manageCart/processBundle

Below is the Redirect Query String I entered for my particular form. This field is activated when you enable the “Pass Field Data Via Query String” checkbox –

productId=35&productQuantity=1{AddOn Installation:4:value}{Taking Awesome Plugin to the Next Level - eBook:7:value}{Support:6:value}

The above query string as written will append only the values of the fields onto URL Redirect. The evaluated “raw un-filtered” Redirect URL with query string will look as follows:

https://{ifsapp}.infusionsoft.com/app/manageCart/processBundle?productId=35&productQuantity=1001

If the above was submitted, 1001 units of product id 35 would be added to the shopping cart. This, of course, is not what we want.

We must add code to ensure that only products with a quantity of more than zero (0) are added to the query string and that the parameters are properly formatted. Therefore, we must modify the theme’s functions.php file to include the following:

add_filter("gform_merge_tag_filter", "gv_filter_all_fields", 10, 4);
function gv_filter_all_fields($value, $merge_tag, $options, $field){
    if($field["formId"] == "84") {
    	if ($merge_tag == 4 && $value != 0) {
    		// Installation
    		$retVal = "&productId=39&productQuantity=".$value;
    	}
    	if ($merge_tag == 7 && $value != 0) {
    		// eBook
    		$retVal = "&productId=37&productQuantity=".$value;
    	}
    	if ($merge_tag == 6 && $value != 0) {
    		// Support
    		$retVal = "&productId=41&productQuantity=".$value;
    	}
    	if ($merge_tag == 9) {
    		// promoCode
    		$retVal = "&promoCode=".$value;
    	}
    } else {
    	$retVal = $value;
    }
    return $retVal;
}

The above function is triggered with the gform_merge_tag_filter filter. Line 4 evaluates the form id. If formId equals 84 (our bundle form), the function then interrogates the merge_tag and the value parameters. Depending upon which merge tag is passed, the proper productId is returned along with the value of the form field (product quantity). So, the above “raw unfiltered” Redirect URL with query string becomes –

https://{ifsapp}.infusionsoft.com/app/manageCart/processBundle?productId=35&productQuantity=1&productId=41&productQuantity=1&promoCode=MULT
I

Conclusion

Like everything in life and especially online, there are many ways to accomplish any one task. Using an Infusionsoft webform to create a dynamic product bundle is possible and requires no additional tools. But if you are already using Gravity Forms, and want to create a more pleasant customer experience why not put the process together using Gravity Forms?

Filed Under: eCommerce, How To, Infusionsoft, Wordpress

Infusionsoft: Redirecting After Submitting Web Form

July 19, 2013 by Michele

Update 3/6/15: I was asked today if this code would work with values from a dropdown listbox. I said it would but once I looked at the values within the dropdown listbox I saw that my approach had a flaw. I tweaked the code.
You can see it in this newer post.


I’ve seen the question asked more than once recently – “I’m using Infusionsoft and I want to redirect my site visitors to specific pages on my site depending upon the options they select in a Web Form, how can I do this?”

My clients are predominately WordPress users and I wanted to see how easy it would be to create a page router without the use of a plugin. Ideally, I wanted a shortcode that would be simple to use and easy to remember. Something like –

[esifs_router field_name="inf_option_MyInterest" 213="http://clients.equalserving.com/loreen/infusionsoft-router/213-kayaking" 215="http://clients.equalserving.com/loreen/infusionsoft-router/215-biking" 217="http://clients.equalserving.com/loreen/infusionsoft-router/217-hiking"]

Where the field name (inf_option_MyInterest) that I want to interrogate is named and the values of the choices (213, 215, 217) and the pages I want visitors redirected to follow in a list.

For my example, I created a simple Web Form at https://fr381.infusionsoft.com/app/form/page-router. I set the Thank You page for this form as a Web Address -> http://clients.equalserving.com/loreen/infusionsoft-router/

If you take a peek at the source code of my Web Form, you will notice that each of the radio button options has a unique value assigned by Infusionsoft. The field name is inf_option_MyInterest and the values are 213 for Kayaking, 217 for Hiking and 215 for Biking.

<div class="infusion-field"> 
   <label for="inf_option_MyInterest">My Interest *</label> 
   <div class="infusion-radio"> 
      <span class="infusion-option"> 
         <input id="inf_option_MyInterest_213" name="inf_option_MyInterest" type="radio" value="213" /> 
         <label for="inf_option_MyInterest_213">Kayak</label> 
      </span> 
      <span class="infusion-option"> 
         <input id="inf_option_MyInterest_215" name="inf_option_MyInterest" type="radio" value="215" /> 
         <label for="inf_option_MyInterest_215">Bike</label> 
      </span> 
      <span class="infusion-option"> 
         <input id="inf_option_MyInterest_217" name="inf_option_MyInterest" type="radio" value="217" /> 
         <label for="inf_option_MyInterest_217">Hike</label> 
      </span> 
   </div> 
</div> 

The goal is to have my site visitors redirected to a page that is very specific to their selected interests. Therefore, I have created three different pages. They will be redirected as follows:

  • If you select Kayaking, the value is set to 213 and you will be redirected to http://clients.equalserving.com/loreen/infusionsoft-router/213-kayaking
  • If you select Hiking, the value is set to 217 and you will be redirected to http://clients.equalserving.com/loreen/infusionsoft-router/217-hiking
  • If you select Biking, the value is set to 215 and you will be redirected to http://clients.equalserving.com/loreen/infusionsoft-router/215-biking

To enable the use of such a shortcode requires that I add a function to my WordPress theme’s function.php file. I’ll explain what the following code does line by line below.

add_shortcode('esifs_router', 'esifs_router_function');
function esifs_router_function($atts, $content = null){
	if (isset($atts["field_name"]) && $atts["field_name"] != "") {
		$field_name = $atts["field_name"];
		if (isset($_GET[$field_name]) && $_GET[$field_name] != "") {
		$value = $_GET[$field_name];
		$url = $atts[$value];
	    $string .= '<script type="text/javascript">';
    	$string .= 'window.location = "' . $url . '"';
    	$string .= '</script>';
	    echo $string;
	}
}
  • Line 1: Associates the shortcode [esifs_router] with the function esifs_router_function. WordPress now knows that when it sees the shortcode [esifs_router] in a page or post, it will call the esifs_router_function. For more on WordPress shortcodes, you can read Smashing Magazines guide on shortcodes.
  • Line 3: passes the attributes from the shortcode to the function esifs_router_function.
  • Line 4: checks to ensure the the field name is set in the shortcode and not empty.
  • Line 5: tells the function what field name I want to check for redirection. In my case, it is the field name inf_option_MyInterest.
  • Line 6: checks to ensure that the field name is being passed to the page by Infusionsoft and that the value is not empty.
  • Lines 7: assign the value of the option the visitor selected to the variable $value.
  • Lines 8: assigns the appropriate URL to the variable $url.
  • Lines 9,10,11: Will output a small piece of Javascript to the page that will redirect the visitor to the page you defined in the shortcode.

Like everything, there is more than one way to do it. This is what I came up – it would be interesting to know what others would do.

Filed Under: Infusionsoft, Wordpress

Post Institute Website

June 2, 2012 by Michele

Post Institute provides training and educational material for parents and professionals working with Reactive Attachment Disorder & Defiance in Adopted & Foster Kids.

The Post Institute website was built using Joomla with a purchased template that was modified slightly for their use.

The Post Institute uses Infusionsoft® marketing automation software. Using the Infusionsoft API, EqualServing developed a Refer-A-Friend script that promotes the site while rewarding the referring customer and the potential customer.

We also created a number of their marketing images found on the site’s sidebars and for affiliate promotions.

Michele has built a number of websites for us and works closely maintaining and monitoring them for us. She is very skilled, knowledgeable and offers great customer service. Dependable, honest, high integrity (need I go on?). Oh yeah, and affordable even for a little company such as ours. Plus, she has beaten large companies that we worked with by helping them see and solve their problems when they could not – Intuit and 1ShoppingCart.com to name just two. She knows her stuff.
— David Durovy

Filed Under: Infusionsoft, Joomla, Projects

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