This week’s tip is for our readers who use Infusionsoft. We get lots of questions about best practices for setting things up in Infusionsoft, so today is about setting up an order form.
If you’re doing an easy order form in Infusionsoft that’s pretty basic…you just need name, email, maybe a phone number, then you’re in the clear. But if you are looking at capturing more specific information, think through how you want the order form to look.
One example is a client who wanted to update some of her order forms. She has very complex order forms with about 10 custom fields so she can capture very detailed information about her clients. She recently discovered a key piece of information was missing…the company name, and wanted to add it to the existing form. However, there’s one small problem with order forms in Infusionsoft. You cannot change the order of the fields! So in this instance, she has the basic information at the top (name, email address, phone number), then all her custom fields with the dropdown choices, and then “Company Name” at the bottom. The only option to fix this problem is to delete all the custom fields on the form and re-add them; and of course, change the label description from what the custom field has been named. Not very cost-effective method that could have been avoided by thinking through the fields before creating the order form!