How to Create an Order Form in Infusionsoft
The first step is to log into your Infusionsoft account and navigate to the e-commerce setup page.
Next, click on order forms and click on the green button to create a new order form. Hit save and it will automatically redirect you to edit the settings of that specific order form.
The first thing you need to do is add product to the order form. If you have not added a product yet, please search in our Help Center for how to add a product in Infusionsoft and you can watch that video first. If you do not have your products in Infusionsoft, nothing will show up in this box.
Assuming you already have your product added to Infusionsoft, you simply search for it in the box, click Add Product and it will pull in the default settings of that product into the form.
This is the default name or the name of the products that you set when you created it and the price point that you set. You can change the price point and how the product displays on the order form publicly to the customer right here. These settings actually override the default name and price point of that product on this one single specific order form.
You can now check the box to either allow or don't allow your customers to change the quantity. You can set the default quantity and hit Save.
Under the HTML area, this is where you can add your Spiffy code. You can customize the Infusionsoft order form with CSS and HTML, add content above and below the order form. Spiffy makes this very, very simple. If you're not code or tech savvy, Spiffy has a drag-and-drop builder where you can add custom contents without knowing any code.
Next, on the Thank You page, you will want to create and edit this default Infusionsoft hosted Thank You page to look like your brand with your colors and your text. You can also change this to redirect to a specific web address.
If you ever want to change the name of your order form, you simply do that under the settings section and order form name. Here you can set the default merchant account or the specific merchant account you want to use on this order form. So, if you have multiple accounts like a Infusionsoft payments account plus your own merchant account like Authorize.net, you can actually set the specific merchant account that you want to process the sale through on this order form.
The next option you'll come to is a check box asking if you want to check for duplicate contacts. We recommend changing this to be checked using the person's email address.
If you want to hide the promo code field, you simply check that box and the promo codes field will not show on that order form.
So, that was a brief overview of how to create a Infusionsoft order form. I hope that was helpful!
If you have any questions, please don't hesitate to reach out to us at firstname.lastname@example.org. If you have any technical questions about the Infusionsoft order form specifically, please reach out to the Infusionsoft support team and they'll be able to better assist you.