Creating an Order Form in Spiffy

To create an order form on Spiffy, you will first need to log in to your Spiffy account and navigate to the dashboard. If you see a welcome page, just click on the dashboard link in the navigation.

Next, click the orange button that says, ‘Add a new order form’. Name your order form and hit Create and Edit the Order Form. 

This will take you right to your builder where you can quickly add and edit some content. The left-hand side area has content, tools, and setting options that you can drag and drop onto your form.

Once you are finished adding content to your form, hit publish as this will save the current version. Then you will want to grab the code. Click "code" and copy it.

Now you will want to navigate over into Infusionsoft, click on the e-commerce setup, click on the order forms, find the order form that you wish to edit.

Click on the custom HTML area of that order form and paste the Spiffy code into the custom HTML header section, hit save. You’ve just installed Spiffy!

Anytime you want to add or change things on the order form, just head back into your Spiffy account and open up the order form to edit. No need to re-copy the code, the Infusionsoft form will automatically update with any new changes you make. 

Please let us know if you have any other questions. You can reach us out to us by email at support@gospiffy.com. We also have a lot of great resources, tutorials, and training in the Help Center but please don't hesitate to reach out to us. Our support team is here to help.

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