File Upload
Upload one or more files to the contact’s filebox. This plugin can be used by any process that includes a contact’s id or an order id in a URL, such as Infusionsoft web form thank you pages, Infusionsoft order form thank you pages, and email links. It can trigger API goals to automate post-upload actions in campaigns.
Use cases
- Have applicants upload a photograph of themselves to their filebox after they fill out an application form
- Have customers upload a vital document to their filebox after they place an order
- Email contacts a link to upload a signed documents to their filebox
How to use it
Required Parameters
None.
Optional Parameters
None.
Notes
- Create a page on your website.
- Get the code file here.
- Copy and paste the contents of the code file into the page you just created.
- In the line
<input type="hidden" id="tag_app" name="App" value=""/>
add your PDev token between the quotes after value=. - (Optional) If you want to trigger campaign actions in Infusionsoft, in the line
<input type="hidden" id="tag_api_goal" name="apiGoal" value=""/>
add the name of the API Goal you’ve created in your campaign between the quotes after value=. - (Optional) If you want to redirect to another page after submission, in the line
<input type="hidden" id="tag_redirect" name="redirect" value=""/>
add the URL of the page to redirect to between the quotes after value=. - If you wish, edit the form text and styling.
- Save your page and copy the URL.
- Use the link in one or more of the following ways:
- On the Thank-you Page tab of an Infusionsoft web form, select Web Address and paste the URL of the page you just created.
- On the Thank-you Page tab of an Infusionsoft order form, select Web Address and paste the URL of the page you just created.
- On an email, add a link and paste the url of the page you just created. Add the following text to the end of the link: ?contactId=~Contact.Id~
- For web forms and order forms, make sure “Pass contact’s information to the thank-you page” is checked.
- Save your Infusionsoft form or email, publish it, and test.