How To Use The File Uploader

The File Uploader helps you upload files to the Infusionsoft Contact File box through your standard Infusionsoft web form in 1 step, rather than the other implementations which require 2 actions from the user.

This tutorial requires the File Uploader Add-On.

It’s a fairly easy process to setup up! Once you install and activate the File uploads Add-On, all you have to do is add you file uploader to the form of your choice.

1. Import your form:

Go to Add form, select your form from the drop down, and click Import. Alternatively you may past in form code and import that way.

2. Add Custom Field

Click the add custom field button and enter a unique ID for the field.

2. Select the “File Uploader”

From the Field Type drop down, select the “file” option under “premium”.

Provide the field with a label, and set is required or not required.

4. Set the thank you page.

For the file uploader to work, you MUST set the thank you page of the form to a page on your site. If you use another site, or the Infusionsoft hosted thank you page, you will be unable to upload any files.

5. See Uploaded Files

Now that your file uploader is properly integrated, go to a contact’s file box to see any uploaded files!

By |2018-04-08T13:18:18+00:00April 8th, 2018|Documentation|0 Comments

About the Author:

Adrian Tobey is a certified Digital Marketer from Canada's leading digital marketing training company Training Businesses Pros. Along with providing and training best digital marketing practices, he is the lead developer and creator of FormLift.

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