Tutorial: Infusionsoft 1-Click Upsells Made Free & Easy
If you’ve ever wanted to make upsells on your thank you pages with Infusionsoft then this video is for you! You don’t need the Infusionsoft API, you don’t really 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 simple button on your thank you page that customers can click to automatically have a product added to their customer record and billed on the next batch job.
Let us know what you think by commenting at the bottom of this post.
The Bad News!
Using this 1-click means the person’s credit card isn’t charged in real-time. The order is added and the transaction is processed in the next order processing batch. This means the person will always get a success message. It’s possible when the batch runs that their card won’t go through and your customer will think they’ve ordered it so make sure to setup your credit card triggers. Now if you want a cool, real-time, 1-click up sell get in touch with me because I’ve got a fancy schmancy Ajax 1-Click script too.
Very Very Important to Watch This 2.5 Minute Video Too, It’s About Payplans!
Click Below For Hi-Res Version
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Copy the code below
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Follow these instructions to make your own 1-click up sell with Infusionsoft for free!
- Create a page on your site using the code found in blue below. Be sure to change your application name, “https://moldingbox1.inf….” would become “https://yourname.inf…”and your form’s “xid” to whatever webform you are using in your system.
- Make any Infusionsoft Order Form that you want to go to this “1-click up sell” have the thank you url setting in Infusionsoft set to your new page and the box should be CHECKED that says “Pass Person’s info to “Thank You” page url (This is for techies)”.
- You will also want to change your “No Thanks” link at the bottom of the code to either go to your down sale offer or any thank you page you desire.
The form will collect the data from the previous page so that the customer can simply click to process their next order. You just need to make sure your page is a .php extension and your server can run php in order for this to work properly.
10 Responses
Excellent Point! Give me a few hours and I’ll have a new video up that takes that into account. Short answer, the payplan setup in Infusionsoft has that detail. SETUP>SHOPPING CART SETTINGS>PAYPLANS then assign that payplan to the action.
Nice Work! Quick Question…
How does this script handle a declined charge? If the card fails, will a new order form with their data get populated, or does the process die there???
Credit card declines are severe and often are experienced on the 2nd and/or 3rd item.
Thanks!
- Frank -
Yes it would die there. That is why this little tutorial is cool but not that cool.
I have a perfect 1-click upsell that’s gone through several renditions over the last year until finally becoming a widget that uses ajax to submit the sale without even leaving the page. You can play around with it by clicking below.
This is actually version 2.3, we’ve been doing these for over a year in all different ways. I’ve even got a great testimonial from Chet Womach making 50k extra in a few days from an earlier version of it.
It’s meant to be passed a contact id and be clicked just once to create an order and run the latest card on file in real-time there on the screen to give them a live response http://testinginfusionsoft.com/testing/oneclick_upsell/test/?contactId=4771
If it doesn’t get a contact id, there is a setting to allow the person to create a contact record and then checkout if you want them to be able to, check that out too http://testinginfusionsoft.com/testing/oneclick_upsell/test/ (if they are already in the system it of course matches them on email). You can see the widget is encased and expands as needed. 1-click solution is $970 and comes with instructions. I do implement it for you up to 3 instances and train you to use it for that price. It’s about as easy to use as an Infusionsoft order form.
You do need an SSL on your server to use it safely and need to be running php 5.2 at least.
Let me know if you want more info on that. We’re releasing this newest version on Friday.
Hey,
I truly appreciate your blog post. I am having a slight problem with the script.
I have triple checked every step that you have done in the demonstration but can’t seem to get the upsell to add to the order. I ran the upsell for the optional continuity boxes in the footer with no problems.
With this script, both the add to order link and downsell link take people to the proper thank you pages. I even went back and discounted the bundle 100% to see if was possibly not showing up because the test CC was declined on the back end after looking at Franks response.
I am truly stomped as to what I might be doing wrong. I’m not sure if I gave enough detail but would love any pointers you could offer.
Sorry, I don’t mean to post twice but I have more information. It seems that the order is being processed but it is not being attributed to the name.
In the first name and last name box it says respectively of the completed upsell, it says:
First name: <?= $_GET["Contact0FirstName&quo
Last Name: <?= $_GET["Contact0LastName"
and the email prompt says: ?=$_GET["
Is there an error or here or am I not doing something right?!?!? I would vote for me not doing something right but WHAT that is I’m not sure. I checked all the boxes that you checked.
Hi Marcus,
I think the problem is that at some point the code was corrupted. In your example I see a lot of “&quo”, this isn’t valid code. It is being changed at some point in your process and should simply be a quote like “.
What software are you using or what program are you trying to implement this within?
Thanks,
Micah
awesome writeup! thanks! you said to contact you about your fancy ajax code?
Watch out for the two new hidden fields in the NEW STYLE webforms in the updated Infusionsoft App. And also watch out for the way they have decided to use new field names in the new forms. You now have to update the upsell page with the hidden form to include these fields.
inf_field_FirstName
inf_field_LastName
inf_field_Email
and also include the hidden fields and values for:
“infusionsoft_version” and “inf_form_name” otherwise you see some error messages.
Hope this helps!
Nick James
You’re absolutely right,
I think it’s easiest to just use the classic form but if you use the new one then those are the changes.
Thanks,
Micah
If you have multiple merchant accounts setup in Infusionsoft, how do you (or how does it) select which merchant account the card is charged through?
I noticed on the demo, the payment plan said the merchant account had not been selected.
- Dave