As a Virtual Assistant, I work in many different clients’ Infusionsoft accounts. One of the questions that always comes up (if not by them, then in my mind) is whether to use order forms or product links within the shopping cart. I have very few clients that use the shopping cart itself within Infusionsoft. If we go the shopping cart route, then we are using product links.
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Most clients have a sales page and they need a link to sell their product or program, which you can do through order forms or product links in the shopping cart. So which is better? The order forms are much easier to set up than the shopping cart but are also limited in their capabilities.
Here are a few questions to ask yourself when deciding on order forms or product links in the shopping cart:
Do you want to offer PayPal as an option at checkout?
If you do, then you’ll need to use the shopping cart. PayPal is not offered as a choice of payment in the order forms, only credit cards.
Will you be offering coupon or discount codes?
If so, then, once again, the shopping cart is the answer. You cannot use coupon or discount codes in the order forms.
Will you be offering a multi-payment plan, like full pay, 2-pay, 6-pay?
If you’re only offering two options — like full pay and 2-pay — then you can use the order form. But if you’re going to offer more than two choices, then the shopping cart is the way you’ll need to go.
Do you want your customers to be able to purchase more than one of a specific item?
If yes, then the shopping cart is the answer.
Do you want customers to be able to continue shopping?
Yes? Then again, the shopping cart is the way to go.
With all the answers pointing towards the shopping cart, you might be wondering why you would ever use the order form. Well, it’s easier to set up, first and foremost. You can have customers go to a specific thank you page specific to each order form, and thereby, specific to each product. While you can do this in the shopping cart, it takes a few more steps to get there and the novice Infusionsoft user may not have the knowledge to do it.
You can have action items specific to both, so they’re equal in that area.
Hopefully that has helped clear up some confusion about Infusionsoft’s order forms and shopping carts, but if not, feel free to contact me with any questions.