Randell Miller

<p>One of the issues with stock WordPress is that it tends to not like having Javascript in general and linking to an external Javascript file in specific inside of posts or pages.  This is problematic for people who are integrating InfusionSoft and WordPress.  We tried to find a good solution for this, but failed to find any good plugins which would be suited for the task.</p>
<p>So, we wrote our own.</p>
<p>It is a standard WordPress Plugin.  All you need to do is unzip the file to your plugins directory, or use the zip file upload feature.  Once you’ve installed it, simply activate.  There are no special settings or anything else you need to do.</p>
<p>To embed an InfusionSoft web form into a post or page, use the following short code:</p>
<pre><code>[infusionsoft_form src="<Your form's url>"]
</code></pre>


CTS InfusionSoft Form Shortcode

This plugin adds a shortcode to easily insert into posts and pages the javascript code required to embed an InfusionSoft web form.

Adrian Tobey

<p>Need help? <a href="https://formlift.net/video-tutorials/" rel="nofollow ugc">Watch Our Tutorials</a></p>
<p>What does it do? <a href="https://formlift.net/features/" rel="nofollow ugc">See The Features List</a></p>
<p>Need more functionality? <a href="https://formlift.net/extensions/" rel="nofollow ugc">Check out our extensions!</a></p>
<p>Not technically inclined? <a href="https://formlift.net/use-formlift/" rel="nofollow ugc">Launch Guided Setup</a></p>
<p>Simply put, this is the easiest, fastest, and most user friendly solution to putting Keap (Infusionsoft) Web Forms on your website. FormLift’s 5 minute setup time allows you to install this plugin and run, not walk. It takes 30 seconds to create a new form and place it on your site!</p>
<p>The Free version hosted on WordPress allows for amazing functionality that will make any Keap users’ nightmares disappear in seconds…</p>
<h4>Unlicensed Features</h4>
<ul>
<li>Over 45 global styling options</li>
<li>Forms auto populate with contact info From emails</li>
<li>Form Validation and spam protection</li>
<li>Conversion Rate Tracking</li>
<li>Personalized Page Short-codes for thank you pages</li>
<li>Import form directly via the Keap API, no copy/pasting</li>
<li>Customizable Date Picker that actually works</li>
<li>Personal Identifiable Information protection to keep your contacts’ data safe.</li>
</ul>
<p>But if you want to unlock the full automation power of FormLift, you can <a href="https://formlift.net/free-trial-3/" rel="nofollow ugc">start your 14 day free trial</a> right now to unlock even more tools!</p>
<h4>Premium Features</h4>
<ul>
<li>Auto population link builder</li>
<li>Conditional Thank You Page Redirect Creator Tool</li>
<li>In form Google reCAPTCHA integration, works better than the native Keap one.</li>
<li>Individual Form Styling</li>
<li>Conditional Form Display Tool</li>
<li>Require login for submit</li>
<li>File Uploads from your web form</li>
</ul>
<p>FormLift empowers regular IFS forms by keeping all the native affiliate tracking & contact tracking intact while allowing you to finally have good looking webforms on your website.</p>
<p>See how easy it is to get setup today!</p>
<div class="embed-vimeo" style="text-align: center;"><iframe loading="lazy" src="https://player.vimeo.com/video/245092055" width="750" height="422" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe></div>
<p><a href="https://formlift.net/store/" rel="nofollow ugc">Want extra functionality? Level up with extensions!</a></p>
<h3>Compliance</h3>
<p>FormLift, like many other form plugins, collects personally identifiable information to improve a user’s experience,<br />
provide them with marketing, transactional emails, and so on and so forth.</p>
<p>With the MANY compliance initiatives out there such as GDPR, it is important to understand the following BEFORE using formlift<br />
for your business.</p>
<p>FormLift is used expressly for Keap, an SMB marketing CRM based in Pheonix Arizona. Keap maintains the compliance of your business<br />
with regards to Personally identifiable information in MOST cases, but not all.</p>
<p>FormLift has several functions you will either want to disable, or enable depending on your industry or region of the world.</p>
<h4>Data Collection</h4>
<p>When a user submits a form, that data is sent to YOUR server for validation and is not necessarily stored.<br />
MOST data collected with FormLift after a submission is sent to Keap where it is stored and is then forgotten by your website EXCEPT in the following cases.</p>
<h4>Session Tracking</h4>
<p>This feature comes with FormLift and is enable automatically, it allows the persistence of user data from page to page without having to pass UTM variables, almost as if the user is logged in.<br />
These sessions are used on secure connections only (SSL) hence if you do not have an SSL certificate this feature will be disabled.<br />
This session is stored in your database following the last interaction with the user for 30 days until it expires and is removed automatically.<br />
Depending on your level of compliance, you may wish to disable this feature which you can do in the settings, OR you may specify the number of days the user’s information is stored to a smaller number, like 1 day which would be enough for most browsing sessions.</p>
<h4>Cookies</h4>
<p>FormLift uses cookies to track user interactions, such as the above session tracking, form submissions, or other form interactions.</p>
<h4>Saved Submissions</h4>
<p>This is a premium module, but if you have it enabled there can be serious compliance issues if you are medical practitioner in Canada and in the United States in some cases.</p>
<h4>File Uploads</h4>
<p>This premium feature may store files on your server indefinitely. You may turn off this feature in the settings if you have this module installed.</p>
<h4>GDPR</h4>
<p>There is a special field you can add to your forms called GDPR which will automatically make your forms GDPR compliant.</p>
<h4>HIPAA</h4>
<p>FormLift is NOT HIPAA compliant by default. You can make FormLift HIPAA compliant by installing an SSL certificate and disabling “Session Tracking” and “Saved Submissions”.</p>
<h4>API Connection</h4>
<ul>
<li>OAuth : If you are connected to Keap via the Oauth method, your authentication Tokens are passed through an intermediary server “webhook.site” No personal information is ever passed through this medium however. Hence all API calls made with FormLift are communicated to Keap Directly with the exception of refreshing tokens and the initial authentication request.</li>
<li>API Usage: Anonymous API usage statistics are collected if you use the OAuth Method.</li>
<li>Legacy: If you are connected to Keap via the Legacy Method, all API calls are made to Keap directly and “webhook.site” is not involved. No usage statistics are collected.</li>
<li>Methods: The only API methods FormLift uses are for the uploading of Files to a contact’s FileBox and the retrieval of WebForms. FormLift will never “retrieve” information from Keap.</li>
</ul>
<h4>Keap or other CRMs</h4>
<p>Keap or whichever CRM you use with FormLift is the primary holder of Information collected with FormLift. To ensure you are compliant in regard to the storage of information, please consult them if it’s beyond the scope of the above.</p>


FormLift for Keap (Legacy) Web Forms

Import Keap Web Forms into WordPress and easily customize their style. Display with short-codes.

CTS InfusionSoft Form Shortcode vs FormLift for Keap (Legacy) Web Forms