Hello!

After popular demand I created a simple work around to get the current date populated and submitted when a webform is filled out. People have requested this in order to kick off followup email based on a date record in a infusionsoft followup sequence based on some thing like a ’signup date’ or ’start date’ etc…

You will need to have access to edit the html of your website.

Follow the steps below to get it to work:

1. Open up your webpage that you want this to take place on in a html editor such as Dreamweaver or notepad etc.

2. Make sure you have your custom date field created and added to the webform before you grab code from infusionsoft to paste onto your site.

3. Copy and Paste the following script into the webpage body where ever you like.
<script type=”text/javascript”>
window.onload=function()
{
var output=document.getElementById(’date’);
output.disabled=true;
var mydate=new Date(),
month=mydate.getMonth(),
day=mydate.getDate(),
year=mydate.getYear();
output.value = (month<10?’0′+month:month)+’/'+(day<10?’0′+day:day)+’/'+2011;
}
</script>

4. Now find the custom Infusionsoft date field you created in your webform code on your web page and change the id=”xoxox” to id=”date”. (see full example: <input type=”text” id=”date” name=”Contact0Customfield”> )

Also, make sure you edit the field name to your own custom field name from the one I show above.

Let me know if you have any questions.

STEVE

I wanted to get your take on the new Infusionsoft Form Builder. If you havnt taken a look yet you can get there by clicking:
>Setup
>Web Forms
>Add a New Web Form

Here is a screen shot of the new builder. There are a lot of helpful features in this new feature for webforms. I noticed quite a few cool items when creating my own web form for my site.

I want to know what you think about it!

Let me know FB box below and include questions, comments or anything you can think of. I will answer them or find a answer for you to help you fully utilize the new form builder in your own application!

Ok, I have had quite a few requests about some more options for Shopping Cart Themes that can just be plugged into the existing pre-loaded themes in your Infusionsoft Application, so… I decided to make FIVE of them for you to use for FREE!

I made a Green, Blue, Grey, Red, and Orange theme with some nice custom shadowed header/slogan font areas that you can change to what-ever you like.

To get these simply fill out your first name and email below. I will INSTANTLY send you a special link where you can get the EASY 5 Step Tutorial on how to set up any one, or all, of the different themes in your cart.

Share this below and make a comment if you want!!

If you follow any of the bigger internet marketers online you will notice that most have a facebook comments box on all their blog pages at the bottom. They are using this because everytime someone comments or conversates about you blog post it can go viral by posting it to thier own facebook wall which in return will drive their friends(new traffic) back to your blog post.

Well if you have a facebook account and wordpress… I want to show you how to integrate it so you can start getting a little more viral and not waste your viewers comments on ‘normal’ blog posts.

Step One
Log in to your facebook account and create a fan page for your account. If you have one already you do not need to do this. Just make sure you are logged into your main account.

Step Two
Go to this url to create a application and get your Facebook API Key and Secret Code.
http://www.facebook.com/developers/apps.php

Click the ‘Set Up New App’ as seen below

Step Four
Create a name. This isnt super important, just write something in there like ‘My blog comments’ or whatever.
Click Agree, then click Create App as seen below

There will also be a secure Captcha code verification. Fill that out and click submit.

Step Five
Once on the page below
Click on the Web Site link to the left
Make note or copy/paste of the Application Id AND the Application Secret (create a notepad file and copy/paste them in) You will need these later.

Step Six
Log in to your word press account and click on
>Plugins
>Add New
>Search for the term ‘Facebook Comments’
>Install the Facebook Comments for WordPress by Graham Swan
>It will prompt you to input your Facebook Application ID and Facebook Secret
>Enter it in from step 5 and click Update Changes

Thats IT!!

Look below this post to see it in action. If this article helped you then please post a comment

STEVE
Infusionpros.com

Infusionsoft's Perfect Customer Lifecycle (tm)

If you are a newer Infusionsoft user or have had it but not really utilizing it you owe it to yourself to learn this stuff. Even if you are not one that is down with learning it yourself at least you should have a better understanding of how YOUR business ideally should interact with Infusionsoft.

Scott Martineau(co-founder) of Infusionsoft had a live webinar explaining ‘The Perfect Customer Lifecycle’. I watched it and it was awesome. These are a lot of the same techniques I not only help my clients figure out.. but ALSO actually implement in their business.

You should be able to download a recording of the webinar on the Infusionsoft Blog.

If you did attend this webinar presentation you know the importance of properly mapping out your customers life cycle from lead to paying customer. I specialize in setting these flows up inside of Infusionsoft as well as mapping them out. Please let me know of any questions or requests to help in your setup of YOUR ‘Perfect Customer Lifecycle’ by following the link below.

Click Here=> Get help with YOUR ‘Perfect Customer Lifcycle’

To your success,
Steve Hofstetter

HELLO!
Ok, so I had a bunch of questions and comments and tried to respond to all of them via email. I took a list of some and pasted the question and answer for you to read.

Hopefully some of your own questions were answered below as well.

Please feel free to email me any questions you have at any time. I will do my best to answer them for you.

1. If I already have a clients phone number, address or email and push them toward another infusion web form is there any way it can recognize we have certain data and prepopulate it into the form, requiring only data we dint yet have for them to fill out the form?
(I believe there is because YOU do it! how?)

Yes, it is using a piece of PHP code in all of the fields in your second form. You also have to have the little check box ‘pass persons info to thankyou page’ checked off AND all of the fields need to be in the first forms that you want to get info from. You dont necessarily need to ask for the fields in the first form they just need to be included as option fields in the infsionsoft forms field area.
Make sense?

3. How to add people to multiple Fu sequences based on actions they take or forms they fill out but NOT add them to a sequence again later if they’ve already been added and removed from it.
(or does this happen as a default? i.e. people don;t get added to a sequence they’ve already been through?)

If you remove them at any point they are then eligible to be put back in and started over. If you never remove them and for example they are completed in a particular sequence and the action to Start a Sequence on that same one happens to them again they will not be started over.. BUT, that is only if the checkbox ‘restart the sequence if person is already in the sequence’ is NOT checked off.
OR
you could have a action on Every sequence that tags them with a ‘DoNotAddSequenceA’ for sequence ‘A’ and so on for each one as the first immediate step. Then on every action that adds a person to a squence you can have a condition that says ‘IF the Have Tag ‘DoNotAddSequenceA’ Do Not Run action. This would prevent any one being added to another sequence again in the future…

4. Why the “task notifier” email is coming to me multiple times on a single task (sometimes 5 times) and showing in my tasks queue when I login infusion

Do you have this as a action in a sequence to create a task?
Make sure it is not ‘looping’ the action to create a task..

5. What are “opportunities”? and how do we use them?

Opportunities are a manual tracking system mainly used by sales reps to track the progress of a persons interest in a particular product or service. It is like a pipeline to track the lead from being a cold lead, warmer, hot and then eventually hopefully WON as a sale. Remember this is not automated and someone has to Manually move a leads status from one stage to another.

6. If you have prospects fill out one form and then are redirected to another can that data come through and prepopulate in the second form?

Yes, see answer 1 above. Pass the variables and use some php to grab it and push them into the appropriate areas.

7. What uses does “team” have under settings?

By creating teams within Infusionsoft, you can grant access to a supervisor to oversee those under him or her. Any business that contains a sales division could benefit from using the team function. The sales manager would be able to view the opportunities of his/her sales team but would be unable to see opportunities of other sales teams.

8. Where can I get training tutorials on setting up pipelines opportunities and a sales staff to use infusion?

Definitely use the Help menu in your app as it now pulls real time info into it based on the page you are looking at.

9. What are triggers and how are they used?

Triggers are used in the order process. Typically when a card fails at after any amount or every retry you can trigger actions to happen. The action can be anything. You can also you triggers to go off before a CC is about to expire. This is good if you have recurring billing. Just set up a trigger to send an email 30 days before a CC expires and use a CC update link. this will allow the user to update their own card with out having you to use your staffs time.

10. How much to add voice broadcast capability and how muxh cost monthly or per call for steps? Can you discuss with me ways I might use this and how to add to existing web forms?

Just create an action to Send a Voice Broadcast. Go to Misc settings to set it up. It will ask you to verify your phone number. I believe it costs 10 cents per minute long message. if you hit 60 seconds it would cost 20 cents.

11 Can you integrate my infusionsoft application with a “socialgo.com” social network membership site?

Possibly. I would need more info…
They need to have an open API also.

12.Is there a “dynamic” way I can have custom “.sig” files or custom merge field on my email templates, and change the signature once and have it reflect in all the templates where that .sig/merge field is used? If so, can you have multiple like ~sig 1~, ~sig 2~ etc and HOW?

No. You would have to have a different user for each signature.

13. Is there any way to delay FU sequence steps so two don;t go to the same person on the same day from different sequences?

No. this is just how it works. They would not know dynamically where the person is at in any given sequence compared to another sequence.

14. What do merge fields have as defaults if nothing there for like “phone number”?
after the other)

Nothing on most of them. You can set them manually form a email template under
>get personal
>click on Defaults tab
>click on show fields and set what you want them save.

15. How can I make a web form “pretty” because all mine SUCK!?

That is a manual process done with html and css. Let me know. I can make it look how ever you want on your site.

16. Can I web form be modified somehow to allow a user to select what time frame they’d like to be called in response to their information request (i.e. set an appointment or some such, that gets routed to an infusionsoft license user to call back as a timed task?)

You can not dynamically set an appointment. But you can dynamically set a date and have an email trigger the day or earlier to notify the user to call or whatever you want. Then you can also merge in a time that the submitter(is that word…) put in the same form.

We are now offering full word press web design and Infusionsoft build out all in one package to you.

Please take a look at all the details by clicking the link below:
http://infusionpros.com/ip/services/totalpackage

To your success,
Steve Hofstetter

We provide the script all set up to work with your current Infusionsoft Web Form.
All you have to do is copy and paste it.
Then change 2 tiny pieces of code on your existing form code.

It will literally take 3 minutes to complete this.

The Benefits of installing this script to your web form page

1) Potential Customers/Prospects to don’t get taken off of the current web page asking to enter a valid email address

2) It will help filter junk emails

3) If you pre-populate the value with ‘enter email’ they cant just click enter to submit ‘enter email’ as their email address.

So…

… Click here to watch the 1 and a half minute video showing you how it works. Then let us send you the code and 3 step install guide immediately.

Do you use the affiliate module in Infusionsoft?

If you ever wanted the use your own domain name at the beginning of all your affiliate links then you will want to follow these simple instructions. This will remove the “https://yourappname.infusionsoft.com/….” from the url your affiliates use to direct traffic.

From with in Infusionsoft
>Login to your Infusionsoft application
>Click on the Setup tab
>Click on Misc Settings
>Click on Affiliate Settings
>Scroll down and find the header called Tracking
>Copy the script code onto your computers clipboard

Open up notepad
>Paste the code into notepad
>Save the notepad file as index.php

Access your website via FTP or somewhere you can create files and upload
>Create a folder on your root directory. This folder name will be in your new Infusionsoft Affiliate Link Url
>Upload your new index.php file containing the script provided by infusionsoft into your new folder

Back in Infusionsoft
>Login to your Infusionsoft application
>Click on the Setup tab
>Click on Misc Settings
>Click on Affiliate Settings
>Scroll down and find the header called Tracking
>Find the Custom Affiliate Link URL field
>Type in the full url of your domain and new folder containing your index file in this field (ex. http://yourdomain.com/newfoldername)
>Click Save.

Thats it!!

You can now go find an Affiliate record and login as them. Go to there link generator and notice the new affiliate link there for them to use.

Here is a before and after view of the affiliate links in my Infusionsoft App that go to my home page.

Before: https://sgh.infusionsoft.com/go/hpre/sgh/

After: http://www.infusionpros.com/ipros?p=sgh&w=hpre

Now you have your real domain in your affiliate links.

If you need any further assistance just let Infusionpros know.

Best,
Steve

Make sure your page is saved as .php before you try to test this.

<input type=’text’ name=’Contact0LastName’   value=’<?=$_GET['field name goes here']?>‘ />

To get the field name just look at the url and see what is passed. Just put that field name in the above section of code to have it pull from the url string.

So here is an example of a form. I will insert the above code to make first name,last name and email work.
You can copy and paste the first name line code below into one of your forms if you like.
Then host it using a .php page.
Then create a trackable link to send to the url of hosted form and check off the pass fields option check box.

<form action=”https://yourappname.infusionsoft.com/AddForms/processFormSecure.jsp” method=’POST’>
<input name=”xid” value=”1085e2956844e9da5c7c11786c2e71ee” id=”xid” type=”hidden” />
<input name=”type” value=”CustomFormWeb” id=”type” type=”hidden” /> <table><tr><td colspan=99 style=”padding:4px;background-color:#000000;color:#FFFFFF”>Contact Information</td></tr><tr><td>First Name</td><td>
<input type=’text’ name=’Contact0FirstName’ value=’<?=$_GET['FirstName']?>’>
</td></tr><tr><td>Last Name</td><td>
<input type=’text’ name=’Contact0LastName’  value=’<?=$_GET['LastName']?>’>
</td></tr><tr><td>Email *</td><td>
<input type=’text’ name=’Contact0Email’ value=’<?=$_GET['Email']?>’>
</td></tr><tr><td colspan=2><input name=”Submit” value=”Submit” id=”Submit” type=”submit” /></td></tr>
</table>
</form>

Thats pretty much it.
Let me know if you have any questions by going here.

STEVE
infusionpros.com