How to Create and Connect Forms in Infusionsoft Campaigns

Opt In Forms

Connecting an Infusionsoft form to a webpage

When you’ve created a webform in Infusionsoft with the fields for the data you’re going to want to collect (eg. First Name, Email ect..) and you’ve setup your thank-you page (choosing if you wish to pass the collected data to the thank-you page or not). You’re then going to want Publish the campaign and look to host that published form on a page, following the guidelines below for adding to; A Clickfunnels Page, or Directly to a Wordpress page builder.  

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Adding to a Clickfunnels Page:

Instructions  

1. Open your Published form in infusionsoft, (if it isn’t published do so first). Then navigate to the code tab and choose HTML code (unstyled) and copy the entire code using the handy button to the right.

1. Jump into Clickfunnels and select the relevant page of your funnel, in the Top Menu Bar Choose Settings then Integrations.
2. From the Integrations Settings on the right Choose null (Html Form), Integrate Existing form from the dropdowns and paste in the HTML code.
3. You only need the code up until "</form>". The Script code at the bottom needs to removed, beginning "<script type=" onwards. Then click Parse & Save Webform.
4. Sync up all the relevant Infusionsoft fields to Clickfunnels,and click save in the top bar.NB. all fields from Infusionsoft must be Text fields, and then can be displayed as you choose in Clickfunnels be it as a dropdown/list ect.
5. If you wish to arrange your fields in a drop down you can do so by clicking the settings Cog in the forms element box. Choose Input type Custom Options, the Custom Name for your dropdown, make sure your Value fields exactly match the infusionsoft Custom fields.
6. Be sure to click Preview to test your form and make sure that opting in takes you the relevant thank-you page passing details in the url string if you chose to do so.
7. Then you’ll want to check also in infusionsoft that your test contact opted in applied the correct system tag and any relevant history/activity tags are applied.

Adding directly to a Wordpress page using your page builder:

Instructions  

1. Open your Published form in infusionsoft, (if it isn’t published do so first). Then navigate to the code tab and choose HTML code (unstyled) and copy the entire code using the handy button to the right.
2. Login to your Wordpress dashboard, depending on your builder your experience may vary.But you want to navigate to the page you wish to add the form to, edit with your chosen builder.
3. Add the and add appropriate builder “blocks” for a Popup or Embedded form or Custom HTML as required.
4. Paste the form code, and style with CSS where necessary. Remember to save/publish your changes.
5. Be sure to test your form and make sure that opting in takes you the relevant thank-you page passing details in the url string if you chose to do so.
6. Then you’ll want to check also in Infusionsoft that your test contact opted in, applied the correct system tag and any relevant history/activity tags are applied.

Internal Forms