Definitive Guide To Infusionsoft Automated Contracts

Using FTP, navigate to your theme folder. It will be located in a sub folder of your web site directory, (often called www or public_html.) The path will be /wp-contents/themes/YOUR_THEME or YOUR_THEME-child. This is what it looks like on my server:

Copy the following code:

add_filter('gform_email_fields_notification_admin', 'add_field_to_email_list', 10, 2);
function add_field_to_email_list($field_list, $form){

// Adds field with ID=1 to the list of email fields
foreach ($form['fields'] as $field) {

// This ID must match your email field on contract form
if($field['id'] == '1')
$field_list[] = $field;
}

return $field_list;
}

Scroll to the bottom of your functions.php file and paste the code there. Be sure to Save. This is what it looks like in my file, in case WordPress goobers up the code above, which it sometimes does 🙁

NOTE: If you create a form, in the next step, that has an email field ID not equal to 1, you will need to come back to this file and update the line that says “if($field[‘id’] == ‘1’)” by changing the number to the ID of your email field.

Rinse and repeat for each piece of dynamic data you will be sending from Infusionsoft to Gravity Forms to be included in the contract. In this case, we will use first name, last name, email address, hourly rate and today’s date.

NOTE: For the parameter name of the dynamic field, you can use any name you want. However, it is best to keep it short because it will be passed in an email query string. Also, write down the parameter name you used because you will need it later.

It may be helpful to use multiple HTML fields, for complex contract designs, to give you more control over the PDF template later.

In the HTML, you will substitute short codes for the dynamic data, like so:

Note that the parameters, in the shortcodes, MUST be the same as the parameters you used in the hidden fields and the query string in the Infusionsoft email we will construct in Step 5.

Finally, go to Advanced Fields and add a signature block.

NOTE: Once installed and activated, you must initialize the plugin by going to Forms -> Settings -> PDF.

Once you open this settings page, the plug-in automatically initializes. You can se it also shows you, on the right side, that all of the requirements for running the plug-in are met. If the plug-in does not initialize, check these settings to help troubleshoot.

ANOTHER NOTE: We really, really recommend you read the documentation for this plugin. However, for those who never read the manual – and you know who you are – here’s the basic instructions for how to set it up …

Using your text editor, open the configuration.php file in the plug-in directory of your active theme. The path will be YOUR_WEBSITE_DIRECTORY/wp-contents/uploads/PDF_EXTENDED_TEMPLATES/configuration.php.

Scroll down to the the section called Bare Minimum Configuration Code. For each form you intend to use for signed PDFs, you will need to include the following code in this section …

$gf_pdf_config[] = array(
'form_id' => 1, // This is the id of the Gravity Form you want to use
'template' => 'default-template-no-style.php',
'save' => true,
'notifications' => array('Admin Notification', 'User Notification')
);

Be sure to SAVE.

You can do this either in the Preview mode of the Form Editor or by viewing the page where you added the form. In the WordPress Admin, go to Forms -> Entries. Hover over the entry you just created. You should now see a link to “View PDF”. Click that to open the unstyled PDF.To see all of the fields available and their field ID numbers, add “&data=1” to the end of the URL and hit ENTER. (NOTE: This only works for templates beginning with “example-” or based off an example template)

Note the data type (e.g.

or [field] or [signature]) and the array position number (for fields, this will be the same as the field number; for html fields and signatures it will start at [0]), for each piece of data you want to show on the pdf. Write them down for use further on.

Start with the file example-template.php as a base. Make a copy and give it a unique name. Leave it in the YOUR_WEBSITE_DIRECTORY/wp-contents/uploads/PDF_EXTENDED_TEMPLATES/ directory.Scroll down to approximately line 23. That is where the HTML starts. The example includes lots of hints for constructing the HTML template for your PDF. The other examples in that folder do as well.

Replace example HTML with your HTML. Anywhere you want to include dynamic data from the form, you will insert PHP code, like this, to pull the form data into your HTML:

<?php echo $form_data['field'][17]; ?>

This pulls from Field number 17. Or, to pull from the first HTML Block on the form:

<?php echo $form_data['html'][0]; ?>

Again, to see the fields available and their IDs, just add “&data=1” to the URL of any PDF you are viewing that is based on an example template (like the one you are creating.)

NOTE: There are two ways to construct the form. One is to recreate all of the HTML in the template and insert the field values as shown above.

Another, which may be easier when your form is fairly simple, is to pull in the HTML block from the form, rather than duplicating the html here.

Go back to your configuration.php file in YOUR_WEBSITE_DIRECTORY/wp-contents/uploads/PDF_EXTENDED_TEMPLATES/.

Modify the name of the template for each for you wish to turn into a PDF:

$gf_pdf_config[] = array(
'form_id' => 1,
'template' => 'my-new-contract-template.php',
'save' => true,
'notifications' => array('Admin Notification', 'User Notification')
);

SAVE and Close.

Log in to your WordPress site and go to Plugins. You should see the PDF to Infusionsoft plugin. Click the link to Activate the plugin.Now, go to Settings, in your WordPress admin, and you should see PDF to Infusionsoft appear in the list of settings. Choose it.

Add your app name and the path to the Infusionsoft SDK. This is the file(s) that connect to the Infusionsoft API. If you have not previously used the Infusionsoft API, you will have to set this up now, according to the instructions here.

Add the ID of any and all forms you want to send to Infusionsoft as PDFs.

Go to Marketing -> Settings -> Automation Links -> Automation Link -> Create Link

Give the link a name.

Construct a link like this:

http://theapiguys.com/contract-demo/?id=~Contact.Id~&company=~Contact.Company~&email=~Contact.Email~&first=~Contact.FirstName~&last=~Contact.LastName~ where the URL before the ? is the URL of the web site page where you added the Gravity Form contract in Step 2.5.

NOTE: Everything after the ? is known as a “query string” and it has a pattern of key=value separated by &’s. In this case, the key is the parameter name you put in the Gravity Form fields in Step 2.2. The key must match the parameter you chose in Step 2.2 for the data from Infusionsoft to pass to the Gravity Form contract. The value (the part after the =, is a standard Infusionsoft merge field.

Include as many key value pairs as necessary to pass all needed information from Infusionsoft to Gravity Forms

Change “What do you want the customer to see when they click this link?” to the link you just constructed.

Add Link Text as necessary and Save.

Step Six – Test It Out

1) Send an email to yourself, from a contact record, containing your Contract Automation Link. Make sure your necessary merge fields have something in them.

2) Click the link from the email. It should:

• Take you to the page on your website that contains the Gravity Form contract
• Pre-populate any fields you displayed or URL parameters you included in the HTML
• Have a signature box at the bottom for you to sign and Submit

3) Submit the form. It should:

• Send an email to you (the admin) saying someone has filled out the form
• Send an email to you (the contact) that includes a PDF of the signed contract
• Put a copy of the PDF in the contact’s Infusionsoft filebox

Step Seven – Troubleshooting

If the email does not take you to the contract page on your website:

• Check that the page was created properly,
• that the Gravity Form was added to the page,
• and that the URL in the automation link starts with the URL for that page

If the form doesn’t pass the data you included in the query string:

• Remember anything you chose Hidden Field will be just that
• Make sure you checked “Allow Field To Be Populated Dynamically”
• Make sure the left side of each key value pair, in the query string, matches the parameter name in “Allow Field To Be Populated Dynamically” exactly, including capitalization
• Make sure the URL Parameters plugin is installed and activated and that any URL parameter short codes are configured properly

If the form doesn’t send notification emails:

• Confirm that the Notifications were set up in the Form Settings
• Confirm you are using the correct merge fields and/or sending to the correct email address

If the notification email does not contain the PDF:

• Confirm the PDF is being created properly by checking it under Forms -> Entries -> View PDF (on hover)

If the contact’s filebox does not contain the PDF:

• Confirm your API key has been set up in Infusionsoft,
• the iSDK and other necessary files are present on your server,
• the conn.cfg.php file has been configured properly
• and the PDF to Infusionsoft plugin is properly configured with the path to the iSDK and correct app name.
• You can also check the error log files on your server for clues.