File Upload – Quickstart Guide

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Installing the Plug-In

You should have installed your Infusionsoft Pocket Developer plug-in using the instructions provided, if for any reason you have not installed your Pocket Developer plug-in click here to learn how.
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Setup the Upload Form

Note: Prior to setting up the Upload form you will need to:  Have a standard thank you page set up on your website.  This is the page that you want them to land on after they upload their file.

Log in to FTP Client   —> Go to Public HTML Directory—> Go to Scripts Folder

Go to Pocket Developer —> Go to Blocks

Go to File Upload —>Open Form File (could be form.php or form.html)

Change Line 2 to the correct path of the fileupload.php files  

(Probably http://yoursite.com/scripts/PocketDeveloper/Blocks/FileUpload/fileupload.php)

Copy once you confirm url path is correct

 

Paste Code into text tab of  a page on your website

Note: Create page in WordPress  to paste code into.    Hint/Suggestion:  You can name the page ” file upload”

 

Once you have created the page and pasted the code into the text tab save the page.  Copy  the WordPress page url and save it, you will need it in the next step.

Create a form in Infusionsoft Campaign Builder

Go To Form Thank You Page

 

Paste the url of the page you just created into the URL field.  —> Manually type  ?redirect=

Paste the url of the stand alone thank you page on your website.
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NOTE: The url path is case sensitive. If caPitaLizaTion is wrong, your file upload will not work.
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Go to Form Code Tab

Copy url

Mark form ready and publish

 Test

Paste the form URL into your browser  and complete and submit the form

Upload Files

 Select Files to Upload

Select the files you want to upload and click upload you will then be taken to Thank You Page

 

 

Confirm Upload

Log in to Infusionsoft, locate the record you just uploaded the files to and confirm the uploaded files are there.

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Demo Video

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[wc_accordion_section title=”Frequently Asked Questions”]

Frequently Asked Questions

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