Infusionsoft Form to Google Doc
By caharper4@gmail.com | Uncategorized
Use an Infusionsoft HTTP Post to submit a Google Form!
(Though same concept will work with other forms).
In this example we will walk through how to make an…
Infusionsoft Form (when submitted) automatically fills out this Google Form
The Google form then gives us our desired end result, and populates this Google Spreadsheet:
An HTTP Post is most often explained as a way to shoot a stream of data somewhere. This is true BUT another way to say it is that an HTTP Post is basically a way to fill out and submit a non-Infusionsoft form (Like a Google Form) from inside an Infusionsoft sequence.
To do this we need to grab a little bit of code from the form (Google Form) that we want to copy and use the HTTP Post action inside an Infusionsoft Sequence.
For this example, Nutrition Solutions, a business that sells weekly nutritious meals, needed a better way to display past form submission data. They wanted to be able to see all the submission data for an individual so they can more easily go over the data on follow -up calls.
The problem with doing it in Infusionsoft is that every time an Infusionsoft form is filled out, it populates the same custom fields so the old
data is written over and is not easily accessible. With a Google form the data is easily preserved and manipulated or exported to excel. Let’s take it one step at a time:
STEP ONE: We first create the form in Infusionsoft with all the desired fields.
STEP TWO: Now create a Google Form, in the Google Form “Edit View”, press “View Results” to connect it to a Google Spreadsheet. Here is an article if you need help. Make sure the Google Form fields are in the same order as your Infusionsoft Fields.
STEP THREE: Now that we have the two forms created, we must now get the link that submits the Google form and the field names so we can put them in an HTTP Post in the Campaign Builder:
Right click on the Google Form and select “View Page Source”
This will open up a window with the form code. TAKE A DEEP BREATH… Don’t panic… We are going to be in and out. Press “Control +F” and search for the word “Action” The link that comes after this is the link where the form shoots a stream of data to the google server hosting the form.
Halfway there! Open note pad and paste that link for later. The link should look like this:
Next we need get the ID’s of the Google Form fields. We could sort through all this code and get it but there is an easier way! Google has given us some help in getting the Google form field ID’s.
Go to the Edit View of the Google form. You get there by going to the form and pressing the “Edit” button on the right hand side:
Next click Responses and then “Get pre-filled URL”
This will take you to a form where you fill out the fields with numbers so you know which is which:
Once you click submit it will give you a Pre-fill link that contains the Field ID’s
Paste this new link in your notepad and we can grab the parts we need.
Here is an example!
https://docs.google.com/forms/d/1y86HH1-_4eXQmAdLc9P2TLz3RR0GOhG9iou8jC0B9-M/viewform?entry.1493707062=1&entry.1509600340=2&entry.177095436=3&entry.1285685543=4&entry.1660082351=5 These are the field names and what field they belong to.
The names will be between the “&” and “=” signs. With the exception of the first which will be after a “?”
1 lines up to “first name”, 2 is “last name”, 3 is “Number of calls” and so on. Since we kept the same order in the google doc as the Infusionsoft Form we know which is which.
Now back to Campaign builder! Put a sequence after the form and pull out an HTTP Post!
Then just configure the HTTP Post with the sweet goodness we just retrieved!
Draft to ready and publish!
Now test it and BOOM! Now the data submitted in the Infusionsoft form is submitted through the Google Form, just as if the Google Form had been filled out. It is in Google Spreadsheet and can be easily manipulated or put in excel! Whatever you want!
