How To Use The File Uploader

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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.

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This tutorial requires the File Uploader Add-On.

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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.

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2. Add Custom Field

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

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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.

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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.

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5. See Uploaded Files

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

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