Summary:

In the How to File Upload to Filebox Demo video, 2014 Infusionsoft Partner of the Year, Kim Snider, details all the little necessary steps to successfully uploading multiple files to a given contact’s filebox in Infusionsoft.

How To How To File Upload to Filebox

Time Stamped Show Notes:

• 00:05 – Kim’s introduction
• 00:14 – Definition of what the Multiple File Upload plug-in does
  • 00:18 – Allows for the upload of more than one file to a contact’s filebox
• 00:44 This video assumes that all users have already installed the plug-in
• 00:58 – FTP credentials will be necessary to properly use this plug-in
• 01:06 – Log into FTP client →Go to public HTML directory → the plug-in will have installed in a folder called Scripts  → Within Scripts locate the folder labeled Pocket Developer  → Locate the Blocks folder → Locate the File Upload folder
  • 01:37 – Within the File Upload folder there will be two files, right-click on the form file and select “view edit”
  • 02:19 – Within the file, identify the URL and check the path to determine if it is correct. If it is not, the URL will need to be corrected
  • 03:07 – Hit Control + A (select all) followed by Control + C (copy)
• 03:25 – The following steps take place on a WordPress page
  • 03:30 – Go to Dashboard → Go to Pages  → Open a given page  → Paste the copied code into the text editor, which is the HTML editor
  • 04:24 – Make a note of the URL for the page just created
• 04:38 [and 05:11] – The next step is to create a Form in Campaign Builder
• 05:19 – In the Form make the Thank-You  page the URL of the page we just created in WordPress
• 05:32 – After the Form is completed, it will then drive to the file upload page, prior to driving to the Thank-You page
• 05:41 – Your site should have a standalone Thank-You page
  • 05:51 – Put the URL of the page just created, followed by a question mark, followed by the word redirect all lower-case, followed by an equals sign (=), followed by the URL of the Thank-You page where the contact should ultimately end-up after they have uploaded their files
  • 06:22 – Check the Pass Contact’s information to the thank-you page box
  • 06:31 – Under the Code tab, select Use the Hosted Version and set to Ready
  • 06:48 – Go back to the campaign and hit Publish
• 06:53 – Test to see that the plug-in is functioning properly
• 07:16 – The newly created Form as it exists on your website will need some styling
  • 07:26 – What the Form looks like sans styling
• 08:10 – Look in the Filebox in the contact record to see if the uploaded files went through
• 08:42 – Kim’s contact information