How to dance the Infusionsoft 2 Step (Part 2)

In Part 1 of our Infusionsoft 2 Step blog, Jordan eloquently laid out the Why. Now I’m going to get into the nitty-gritty of How to implement a 2 Step web form.  Since the technical abilities of Infusionsoft users can range from Facebook Grandmas to HTML Warlocks, I’ve broken the options down into three levels: beginner, intermediate, and advanced.

Preliminary Steps

For each option, you will have to create two different web forms in your Infusionsoft account (Step 1 and Step 2). Remember to keep the first form fairly simple, which will encourage conversions.

The only necessity for both forms is a field for email address, which is required to create a customer record in Infusionsoft. If you prefer, you can hide the email field on Step 2 using the Infusionsoft web form builder.

Any additional information you collect on Step 1 will be reflected in the customer’s record in Infusionsoft, even if you don’t have a corresponding field on Step 2. If you do have a corresponding field on Step 2, this field will automatically populate with the customer data from Step 1.

Beginner (you’re comfortable creating forms, but not really sure how to put them on your site)

This option uses the Infusionsoft hosted version for your Step 2 form. (Step 1 can be hosted however you want)

1. Open your Step 2 web form in Infusionsoft and copy your web form’s “Use Hosted Version” URL from the “Publish” tab.
2. Open your Step 1 web form and click the “Thank-you Page” tab.
3. Select “A Custom Website URL” from the drop down and paste the Step 2 URL into the URL field.
4. Check the box below marked “Pass the person’s information to the thank-you page”.

Once you save the web form, your 2 Step web form is all set up!

Intermediate (you know how to add basic code to your WordPress or HTML pages)

This option uses the Infusionsoft JavaScript version of your Step 2 form (hosted on your web site).

1. Open your Step 2 web form in Infusionsoft and copy your web form’s “JavaScript Snippet” from the “Publish” tab.
2. Add the JavaScript snippet to the code of the Step 2 page on your web site.
3. Open your Step 1 web form and click the “Thank-you Page” tab.
4. Select “A Custom Website URL” from the drop down and paste your Step 2 page’s URL into the URL field.
5. Check the box below marked “Pass the person’s information to the thank-you page”.

Save the web form and you’re 2 Step web form is good to go!

Advanced (you have no problem editing HTML outside of Infusionsoft or WordPress)

This option uses the Infusionsoft HTML version of your Step 2 form (hosted on your web site).

1. Add the Step 2 form’s HTML code to a custom page on your site.
2. In the form’s email <input> tag (designated inf_field_Email), enter <?=$_GET['inf_field_Email']?> for the value attribute.
3. Repeat for any other fields you’d like to auto-populate in your Step 2 form (inf_field_FirstName, inf_field_Phone1, etc).
4. Save the page as a .php file (example: step2.php) and upload to your server
5. Open your Step 1 web form in Infusionsoft and click the “Thank-you Page” tab.
6. Select “A Custom Website URL” from the drop down and paste your Step 2 page URL into the URL field.
7. Check the box below marked “Pass the person’s information to the thank-you page”.

Save the web form and you ready to rock the Infusionsoft 2 Step!

This same PHP snippet can also be used to create a dynamic Step 2 page, so the header could say something like:

The white paper you requested has been sent to the following email address: adam@sitetrafficcontrol.com

Also, remember that this 2 Step process is great for up-selling on the thank you page!