Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Building order forms

An order form is a special type of web form that collects credit card information securely and, in most cases, processes a payment.

This recipe has two parts. First, we are going to create a theme for our order form. The theme is the visual skin of the order form. Next, we are going to create an order form using this theme.

Getting ready

We need to be logged in to Infusionsoft and inside a specific account. This recipe assumes that a merchant account has already been connected.

How to do it...

Part 1 – creating the order form theme

  1. Hover over the Infusionsoft symbol in the upper-left part of the page, navigate to the E-Commerce column, and click on E-Commerce Setup, as shown in the following image:

  2. In the Design section, click on Order Form Themes:

  3. Click on the green Create a New Theme button.

  4. Select the One Column layout and click on Use This theme next to the starting theme we want to use; this will display a pop-up menu:

  5. Give the new theme a name and click on Save:

  6. Click on...