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Sales Training + Inbound Marketing + HubSpot

How to create an Infusionsoft Two Step opt-in web form

Posted by Wes Schaeffer | February 22

Create an Infusionsoft Two-Step Web Form Opt-In

 

Back in 1994 at a big ol’ honky-tonk in SoCal called the Midnight Rodeo I was two-steppin’ to George Strait, Alan Jackson, Garth Brooks, and Tracy Byrd three nights a week.

What all that dancing got me was a wife. (She asked me to dance in late '94 and we were married less than a year later. It pays to know how to dance!)

That year Tracy Byrd released his second album that went double-platinum entitled “No Ordinary Man.” One of his singles was “The First Step” whose lyrics were:

“...And I said how’s a guy like me to get to know you
She said not so fast, let me show you.
She said the first step, is the two-step.”

To increase the amount of information Contacts voluntarily provide you via Web Forms try this two-step opt-in. (Don’t freak out as you view the image below!)

Infusionsoft Two-Step Opt-In Web Form Process Infusionsoft Two-Step Opt-In Web Form Process

Take The CRM Quiz

Here is what is happening:
Create your first Web Form that simply asks for First Name and Email. (You can create the appropriate follow-up sequence later.) 

Infusionsoft 1st & 2nd Web Form For Two-Step Opt-in Infusionsoft 1st & 2nd Web Form For Two-Step Opt-in

 

Note: the two forms do not have to be connected on the Campaign Builder canvas. You will use the URL of the 2nd Web Form as the Thank You page web address of the 1st Web Form to create a virtual connection between the web forms.

Create your second Web Form and select one of the URLs from the “Use the Hosted Version” section of the Code tab.

Infusionsoft Two-Step Opt-In Web Form URL Infusionsoft Two-Step Opt-In Web Form URL

 Get The Infusionsoft Cheat Sheet

Embed the URL of the 2nd Web Form into the “Web address” section of the “Thank-you Page” tab of the 1st Web Form.

Infusionsoft Thank You Page URL From 1st Web Form To 2nd Web Form Infusionsoft Thank You Page URL From 1st Web Form To 2nd Web Form

 

Select the “Pass contact’s information to the thank-you page” box in the same area above.
Drag the “Hidden” snippet to the top of your 2nd Web Form in the Design tab.

 

Infusionsoft Hidden Snippet For Web Form
Infusionsoft Hidden Snippet For Web Form

 

Select “Email” from the “Which Field” dropdown.

Infusionsoft Hidden Field Email Configuration
Infusionsoft Hidden Field Email Configuration

 

Leave “Field Value” blank. It will be passed on from the 1st Web Form.

Note: By passing the Email address from the 1st Web Form to the 2nd Web Form you are “telling” Infusionsoft to treat this additional information as an update to the Contact record created in the 1st Web Form. You do it as a Hidden Field to keep the Contact from entering a different (incorrect) email address, which Infusionsoft would view as a new Contact and create a second - incomplete - Contact record.

Finish the process by adding the additional information fields you want to collect from the Contact.

Persuasion Note: Be sure to explain WIIFM—What’s In It For Me—on the 2nd Web Form so the Contact is motivated to complete it.

If you need more Infusionsoft Help be sure to check out our Infusionsoft Concierge.

If you need more help growing your sales, check out the following resources scattered around this site and a few others I operate, such as:

Good Selling,
Wes Schaeffer Infusionsoft Sales & Sales Training Signature

Topics: Infusion Soft, Infusionsoft Web Form, Infusionsoft Consultant, Infusionsoft Support, Infusionsoft

Written by Wes Schaeffer

The Reassuringly Expensive, Ruthlessly Pragmatic pig-headed entrepreneur dedicated to discovering proven, transferable, effective tools for creating inbound sales so he can help you automate, integrate, and dominate your niche.

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