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InfusionSoft Webform in a Customer Hub page

Jonathan Marx

15 Jul, 2010 04:25 PM via web

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Hi Guys,

Boy, I love your product. So useful. Thanks.

Question - I work with clients and need them to sign documents and give me information. I'm thinking of posting PDF's on a Customer Hub (CH) Tab page, having them download it, sign it, scan it, and then send it to me via email, after which I upload it to their InfusionSoft (IS) filebox under their IS account. Things like w-9 info, confidentiality agreement, disclosure form, etc. But this process is awfully manual.

I'm wondering if there isn't a way to upload an IS webform into an CH tab page, and have the clients fill out the form from there, so the info goes right into their IS account.

If that's possible, the next question is, since folks are logged in to CH when they fill out the form, do I have to include the name and email fields from the IS web form, or would IS KNOW who the client is because they are filling out the webform from their logged in CH page. Is there any way to integrate an IS webform in a CH web page for forms, surveys, etc. This would be helpful, because if I have them filling out info from a couple of different forms, it would be nice NOT to ask them to put in their email and password 3-4 times.

Thanks.
Jonathan

1. Support Staff 2 Posted by Chase on 18 Jul, 2010 10:10 PM

   

   Jonathan,

   Basically you will need to create a web form from within Infusionsoft with the email field and any fields you would like to gather. Copy and paste the HTML in the Source of one of your CustomerHub pages that you would like the form to appear on.

   The email field will need to be automatically filled in with the person's email address so that it doesn't need to be filled out again. You will use the merge field functionality to be able to do this. Also, the email field can be hidden by modifying the HTML of the web form so that, not only the email field is auto-merged, they won't even see the email field.

   -Chase

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2. Chase resolved this discussion on 18 Jul, 2010 10:10 PM.

3. Jonathan Marx re-opened this discussion on 18 Jul, 2010 11:21 PM

4. 3 Posted by Jonathan Marx on 18 Jul, 2010 11:21 PM

   

   Hey Chase,

   Thanks. I just found the page on your website this morning, about hiding the name and email fields.
   Will do it.

   Thanks for getting back.

   I'm almost done with the first web form.

   Jonathan Marx
   Senior Vice President
   InQuill Medical Communications, LLC
   415-519-2800
   jonathanmarx@inquill.com

   -----Original Message-----
   From: Chase [mailto:tender+d40999903b5ba41dac3b3d296e6937462697208f7@tenderapp.com]
   Sent: Sunday, July 18, 2010 3:12 PM
   To: jonathanmarx@inquill.com
   Subject: Re: InfusionSoft Webform in a Customer Hub page [Questions]

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5. Chase resolved this discussion on 19 Jul, 2010 12:28 AM.

6. Jonathan Marx re-opened this discussion on 19 Jul, 2010 02:26 PM

7. 4 Posted by Jonathan Marx on 19 Jul, 2010 02:26 PM

   

   Hi Chase,
   I used the article on your webiste to create the web form with the email address pre-filled.
   I followed the code to pre-fill and also hide the email address. I successfully pre-filled the email address, however, despite my attempts at code, I can't hide the email address.

   The specific tab is called Internship Placement Week 1, if you could help me with the code issue.

   Also, in your answer, I understand WHAT you are saying but don't know HOW to do what you are saying. I might say your answer was "too techie", but I get what you said. I need step by step help with HOW to make it happen.
   Thanks.

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8. Support Staff 5 Posted by Chase on 20 Jul, 2010 07:51 PM

   

   Jonathan,

   This page may explain it a little better than my previous post-- http://support.customerhub.net/faqs/understanding_customerhub/under...

   Here is a snippet from the web form that Infusionsoft generates:
   <tr><td>Email *</td><td><table cellpadding="0px" cellspacing="0px" border="0px"> <tr> <td><input class="default-input" name="Contact0Email" size="15" id="Contact0Email" type="text" /></td> </tr> </table> </td></tr>

   Here is the same web form HTML snippet with the email field hidden and auto-merged:

   <tr><td>Email *</td><td><table cellpadding="0px" cellspacing="0px" border="0px"> <tr> <td><input class="default-input" name="Contact0Email" size="15" id="Contact0Email" type="hidden" value="{{user.email}}" /></td> </tr>

   -Chase

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9. Chase resolved this discussion on 20 Jul, 2010 07:51 PM.

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