UPDATED: Add Required Terms and Conditions To Your Order Forms or Shopping Cart

Disclaimer: This can break at any given time due to Infusionsoft updates. I will keep it up-to-date as I have the time to do so. Note: This will not work on Legacy Order Forms/Shopping Cart Themes!

Step 1. We need to create a custom field on the contact record (If you already have a custom field setup, you can skip this first step).

Rather than just rewriting what has already been written, I’ll just give you a link to the article on the Infusionsoft Help Center.

http://ug.infusionsoft.com/article/AA-00224/0/Create-custom-fields.html

Step 2. Next we need to get the database name for custom field we just created. You are going to need this later! Again I will link to an article on the Infusionsoft Help Center.

http://ug.infusionsoft.com/article/AA-01106/0/How-do-I-view-the-database-names-for-custom-fields-for-the-API.html

Order Forms Created Before the 2014 Spring Release use this step

Step 3. Next we need to add this to the Order Form Theme. Go to the Infusionsoft Logo–>E-Commerce Setup–>Order Form Themes–>Edit the Default Theme (or any one you want). Click on the “HTML Areas” Tab and add the following to the “Custom Header”. This script will only accept enter their initials. This can be changed with more work.

Shopping Cart Created Before the 2014 Spring Release use this step

Step 3. Next we need to add this to the Shopping Cart Theme. Go to the Infusionsoft Logo–>E-Commerce Setup–>Shopping Cart Themes–>Edit the Default Theme (or any one you want). Click on the “HTML Areas” Tab and add the following to the “Custom Header”. This script will only accept enter their initials. This can be changed with more work.

Shopping Cart Created AFTER the 2014 Spring Release use this step

Step 3. Next we need to add this to the Shopping Cart Theme. Go to the Infusionsoft Logo–>E-Commerce Setup–>Shopping Cart Themes–>Edit the Default Theme (or any one you want). Click on the “HTML Areas” Tab and add the following to the “Custom Header”. This script will only accept enter their initials. This can be changed with more work.

Step 4. Remember the Database Name we got earlier? We need to use it here. Anywhere is says “Contact0_TermsAndConditions” needs to be changed to “Contact0_YOURCUSTOMFIELDDATABASENAME”. It is important that “Contact0_” is prefixed to database name or it will NOT work.

Step 5. This next step you will want to put in the Custom Footer.


Step 6. Click “Save All” at the bottom of the page and click “Preview” to see if the new field is showing up at the bottom. If it is, then you are all set to go!