Infusionsoft Forms Got A Whole Lot Easier – with WordPress plugin

Does the new Infusionsoft WordPress plugin save the day?

Have you ever thumped the desk in frustration, trying to add an Infusionsoft form to one of your web pages?

I actually gave up trying long ago. I’ve used various form plugins instead, including Optimizepress, Thrive Leads, Gravity Forms and various others. Creating effective opt-in forms just became a ‘quirk’ of Infusionsoft… another thing you needed a third-party service to do properly.

Introducing The Infusionsoft WordPress Plugin

Well, not any more. If you’re a WordPress user, you can now create responsive forms in sidebar widgets or various slide in / pop up formats.

If you use WordPress and have been fighting with Infusionsoft forms on your website, you should pay close attention.

How To Set Up The  New Infusionsoft WordPress Plugin

The first step is to install the plugin. In the WordPress interface, go to plugins > add new. Search for ‘Infusionsoft Official Opt-in Forms’. Install and activate the plugin.

Once installed, you’ll see an ‘Infusionsoft’ menu on the left-hand menu. Select ‘settings’ (second option down).

On the settings page, click on the blue ‘new account’ button in the top right. You’ll then have to add your application name (the part that appears before ‘infusionsoft.com’ in the URL when you’re logged into Infusionsoft. E.g. ab123). You’ll also have to enter your API Key.

To get your API key, go to Admin > Settings in Infusionsoft, and click on ‘Application’ in the left-hand menu that appears.

Scroll down to ‘API’, and copy everything next to ‘Encrypted Key’. (I’ve blacked mine out in the screenshot above).

Next, select ‘opt-in forms’ from the Infusionsoft WordPress menu:

(Note: if you don’t see a blue button to create a new opt-in form, press F5 to refresh your browser).

Press the blue ‘New Opt-in Form’ button, and select the type of form you want to create. Most of these form types are self-explanatory, but it may be worth working through this a few times, to get familiar with each form type.

Once you’ve chosen a form type, pick a template to work from. This isn’t your final form, you’ll still be able to customise wording and colours later on.

The following page is where you make adjustments to the content and appearance of your form, and specify what thank-you page you want to send people to.

My comment on this is the options do allow fine control over your form, but I’d like to see a more graphical interface. Seeing a list of form options on a single page can feel a little overwhelming, especially if you’re not used to creating web forms. It’s worth noting though that you can always preview your form by clicking on the blue ‘eye’ preview button.

Most Websites Are Now Built Using WordPress

(The blue preview button is the very top right of the screenshot).

Finally, if the form you’ve created is a pop-up or slide-in form, you can select where you want the form to appear on your website. To integrate the form into an Infusionsoft campaign, drag out the ‘WordPress Opt-in Goal’ on the campaign canvas.

My Assessment Of The Infusionsoft WordPress Plugin

In terms of web-friendly functionality, this is a huge step forward for Infusionsoft. The Infusionsoft WordPress plugin is certainly a step in the right direction.

Of course, everything we’re discussing here only works on WordPress, so if your website runs on another platform you’re still in the same situation.

I’d like to see more of a ‘point and click’ interface in the form design settings. A good level of control over the forms is available, and from the testing, I’ve done so far they seem to work well.

Going forward, I’d like to see greater integration with the Lead Source field, so that a contact’s traffic source information is added into the lead source field when a form is completed. Currently, you have to do this using a service like Itracker360, so it would be nice to roll this into core Infusionsoft functionality.

My overall assessment though is a thumbs up. Give it a go, and let me know how you get on.

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