I’m inherently lazy. I think most people are.
Recently I was on a conference call with all the team members of a high-profile direct marketer and one of his team members said if she finds herself doing something over and over again, she always finds a way to automate it. She’s not the Terminator…she’s the Automator.
And that’s a good thing.
I’m the same way. I re-use code so I don’t have to build from scratch. I build systems to do the work for me. And if my clients keep asking for the same thing over and over again, I see if there’s a way to make life simpler for them (and me) by creating an easy way for them to implement it themselves. That way I can get on with solving their bigger problems, and they get to save a little cash in the process.
Win-win.
To that end, I finally got tired of people asking me to add some code to their pages so their Infusionsoft web forms would auto-populate with what was sent to the page in the URL. (You know, when you check that little box that says “Pass Person’s info to “Thank You” page url (This is for techies)”). So, I created the FREE “Auto-Fill Infusionsoft Forms” WordPress plugin. Now, all my clients (or anyone who wishes) can simply install the plugin and it automatically fills in whatever data is sent to it into the Infusionsoft form on the page.
Which forms? ANY form you can embed.
Yes, it works for…
- Infusionsoft Web Forms from Campaign Builder
- Legacy Web Forms (including those made by the Classic Web Form Builder)
- Legacy Order Forms
- Any form you manually create as long as it uses the Infusionsoft form field names
- All versions of the embed code, including the javascript snippet
In addition it…
- Automatically makes first name, last name, and email REQUIRED fields (using HTML5 form validation)
- Adds placeholders for first name, last name, email, phone, phone5 (or whatever phone field you’re using for cell) if you don’t want to use labels on your forms (web forms only)
- Adds in the Infusionsoft Web Tracking Code site-wide for you to help with lead tracking
To add the placeholders and automatically HIDE the labels on all web forms (other than those created in the classic builder), simply add the “nolabel” class to the form. For example, where it says class=”infusion-form”, change it to say class=”infusion-form nolabel”.
This should be sufficient for most Infusionsoft users, but for those who want to do more, I’ll be releasing a Pro Version:
Included in the Pro version will be:
- The ability to add in additional fields to auto-fill (standard and/or custom)
- Edit the placeholder text
- Add in the LeadSource field to capture lead source IDs for tracking
- Automatically add in custom fields to capture Google Analytics variables
- …and more
A couple of FAQs
Q. Does this work with Infusionsoft emails?
A. Of course! :) With a caveat. When setting up your automation links in your emails, make sure to add in the information you want to pre-fill in the form you’re sending people to. For example, make your link look like this:
Q. Does it work with Optimize Press?
A. Yes, it’s been tested with Optimize Press.
Q. Does it work with Lead Pages?
A. NO. Lead Pages uses a popup window with content that is hosted on Lead Pages’ website. You can only affect forms that are hosted on your own WordPress website. However, it may be possible to use it with Lead Pages with a little extra effort. (More later on this)
Q. I wish there was a way to use this to pass info back to an Infusionsoft-hosted web form or order form and have it pre-fill
A. There is. :) More on that later…
Pre-fill Infusionsoft forms, auto-populate Infusionsoft forms, pre-populate infusionsoft forms
Comments 9
This plug in looks helpful. I installed it but am not sure how to use it. Are there any directions?
What’s the status with the pro version?
Thanks
Author
Hi Nora,
It works automatically when you send the information to the page appended to the URL. For example, it would work if you are sending people from one form to another form. Say you have someone opt in with just first name and email then you send them to another page as the thank-you page that also has an Infusionsoft form on it but has a bunch more info you’d like to get from them. The second form would automatically get pre-filled with their first name and email so they don’t have to do it again. (This assumes you checked the box for the first web form that said to pass the information to the thank-you page). You can also send people to a form and have it pre-fill when you send from an Infusionsoft email (see the FAQs above) or really any other way that adds the Infusionsoft parameters to the URL of the page the form is on. Basically it just pulls the info out of the URL and pre-fills it into the form. I hope that makes sense. :)
How can I use it if I have an infusion web form and I need to pass the info to an order form to make the client pay for the service, the initial web form is to create the client in infusion and the second is to pay for the services chosen in the 1st one?
Author
Hi Henry,
This will auto-fill from an infusionsoft web form to an Infusionsoft Order form ONLY if you are using “legacy” embeddable order forms on your website. Both the forms need to be on the same WordPress site since the plugin is loaded in WordPress. If you are using Infusionsoft-hosted order forms, then you can still pass the info to it and have it pre-fill, but you will need to add custom javascript to the HTML areas of your order form. It’s possible to actually use the javascript from this plugin to do it, so all you need to do is make sure your site you have the plugin installed in is SSL-secured (so the script will load on Infusionsoft’s site), then add in a link to the plugin’s javascript to the HTML in your order form.
Did you ever end up coming out with a pro version? I’d buy it the second it became available, lol
Are you still supporting this? I am trying to pass the email through to a hidden field using a two-step method and thrive .
Author
Hi Mark,
If it’s two-step, then you have to actually be sending the info to the second step in order for it to be read. The script reads the URL params, so if the URL param doesn’t exist (it wasn’t passed to the second part), then it has nothing to read.
Hi Jamie,
Thanks so much for this plugin. We’ve used it as part of a 2-step checkout with Infusionsoft legacy forms for years. Alas, legacy forms no longer work (if shipping is required) and support says they won’t be fixing them.
So we’ve transitioned to the new order form builder forms. Will your amazing plugin work with these? It only seems to fill in the email address.
Thanks for sharing your terrific work!
Al
Author
Hi Al,
Do you mean will it work with the Infusionsoft-hosted order forms? Since it is a WordPress plugin, it will only affect something hosted within your WordPress site. HOWEVER….there is a way around that if you want.