Make Up Sells on Your Infusionsoft Order Forms With Checkboxes
If you’ve ever wanted to make upsells on your order forms with Infusionsoft then this video is for you! You don’t need the Infusionsoft API, you don’t need a programmer and you don’t need anything except Infusionsoft and the tiny bit of text at the bottom of this post.
The code below lets you put a checkbox between your order form and the “order” button. The checkbox can sell whatever you want. This way you don’t have to force subscriptions on your customers. You can simply place your upsell at the bottom of the form.
Let us know what you think by commenting at the bottom!
Very Very Important to Watch This 2.5 Minute Video Too, It’s About Payplans!
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Copy the code below, place it in your Infusionsoft order form’s footer section in the html.
Download Code
6 Responses
This is GREAT…thanks. Much better formatting and control with your solution than by adding checkboxes to the order form in Infusionsoft…overall a much better way of handling checkboxes on order forms.
One question: is there any advantage to using the checkboxes within the Infusionsoft order form over your solution?
There is an advantage to this way actually. When you use the checkboxes within the Infusionsoft Order Form or “Action Checkboxes” the problem is that their actions run even if the order is declined. That means if your action box creates a subscription or whatever you will end up with duplicate subscriptions if they decline and try the form again.
The way we listed in the post above only creates the order on Success. That means you don’t end up with duplicate subscriptions or subscription programs that are tied to a credit card that never went through in the first place.
If you ship something to these people on a free trial basis you would lose money on any that were created on failed transactions.
Great stuff here! Thanks!
How would you tweak this to be able to re-use the fields (either on different order forms or for a customer who uses the same order form more than once but doesn’t want the upsell the second time around)? As the code is here, if you were to use the form a second time for a customer who selected the upsell the first time, it would charge them the second time as well since the field is already marked “yes”. (Similar situation if the same customer was offered the upsell on another form and the field was already marked “yes”.)
Hey Janine,
Good question, you could make your actions add the person to a followup sequence and have the followup sequnence reset the field to “NO” the next day to reuse fields. Just don’t forget if you have multiple offers being sold together through 1-click upsells your sequence couldn’t come by fast enough to change the field before the customer orders again.
That’s why I usually use fields only once in an offer like… upsell1 upsell2 upsell3 … and so on. It’s the safest way to go, then reuse them only after your launch is over.
If you need to set up tons of these things running all the time, then you’ll want a good custom solution. You are actually an InfusionAlliance member Janine so you get this script for free! http://www.infusionsoft-1click.com I’ll email it over to you.
I have done everything you have done in these vidoes, and eve called the custom fields that same way u did…
but it is still not showing up the bundles for the checkboxes in the subscription section…
snolan
Very cool!! Thanks for sharing!