How to Add a Terms and Conditions Checkbox to an Infusionsoft Order Form

Problem:

Sometimes you need your buyers to agree to your terms and conditions before completing their purchase. By default, Infusionsoft order forms don’t currently have an option to add this type of checkbox. So here’s the solution for you.

Solution:

Add a required terms and condition check box directly to the order form.

  • In the order form builder, select the HTML Areas tab.

  • Paste your HTML code (provided code below) in the “Product Information” box and click “Save”.

  • Click the link below to get the HTML code for adding a terms and conditions checkbox that contacts must check before placing their order. You will need to update the text that is highlighted in green with the URL to your terms and conditions page or document.

Click here for the HTML Code for terms and conditions checkbox

  • This code adds a separate section to the webform that looks like this:
    • The link will take the contact to specified terms and conditions URL that you set.
    • This checkbox is required, so if the contact does not check the box, an error message will pop up that says, “You must agree to the terms and conditions before placing your order.”
    • Click “Preview” to see your changes or toggle over the “Links” tab and click on the URL. (You may need to clear your cache or open the order form in an incognito window to view the changes immediately. )
      Now you have a way for buyers accept your terms and conditions before completing their purchases.

      Note: This isn't a supported Infusionsoft feature, so there's no guarantee that this won't break with a future software update.

Leave a Reply 19 comments

Greg Jenkins - July 6, 2017 Reply

Thanks Brett.

Here’s a live example!
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(I know, I know, I’m posting a link to one of my own courses on your site, but hey, you invited this!)

Julian - July 11, 2017 Reply

Hi Brett. Handy tip. Would this work on a regular web form?

    Brett Farr - September 26, 2017 Reply

    Hi Julian – no it would not. That would be a different code.

Chris - July 24, 2017 Reply

Hey Brett,

Thanks for this. I tried to get it implemented but I cannot get it to show up on our order form, like at all! I took the code verbatim and added in my own URL like you told me too, but I just cannot get it to show up.

Do I need to use a certain order form theme? Or there some plug in I need to install? I feel like I’m missing a step. Thanks for the help!

    Brett Farr - July 25, 2017 Reply

    Hi Chris – thanks for checking out the blog. Unfortunately, WordPress was interfering with the code I had in there earlier. I’ve updated this post with the direct link to my original Evernote. Take a look and let me know if that fixes it for you.

    Talk soon!

Brett Farr - July 25, 2017 Reply

Hi Dee – just like my reply to Chris, there was an issue with the way WordPress was rendering the code. The updated post / code should work for you now.

Dom Cassone - September 19, 2017 Reply

This code does not seem to prevent the customer from going off to buy via PayPal without checking the box. Is that correct?

    Brett Farr - September 26, 2017 Reply

    Thanks Dom – we don’t use Paypal in our business, so this wasn’t implemented. HOWEVER, we’ve just updated the code to make it work with Paypal as well. Thanks for the heads up!

      Emily Griffith - May 14, 2018 Reply

      I’m finding that when I put the code in today it still lets you bi-pass the checkbox when using paypal.

Jackie - September 20, 2017 Reply

I have this implemented on my checkout page, but if I try to submit with the box unchecked, it still takes the user to the checkout page. Is there a way to prevent this?

    Brett Farr - September 26, 2017 Reply

    We’ve tested it a few times and seems to be working. We’ve also just updated it so it also works with Paypal (maybe that was the issue you were seeing?)

Ann Marie - October 27, 2017 Reply

Thanks so much for your help on this. I was able to successfully add this to all my client’s order forms including one with a Paypal button. It blocks the user from paying until they agree to the tterms.

BUT, now my client is asking if that checkbox is marked in the backend somewhere. Which customers have accepted the terms and who has not because all customers before I installed this did not agree. I am sure the answer is can’t do it….but thought Id ask.

    Brett Farr - January 5, 2018 Reply

    Hi Ann – thanks for your comments. Unfortunately, there is no way to add that as data inside Infusionsoft.

    You can do a custom yes/no field, which would allow you to save the data inside Infusionsoft, but if the intent is to prove that they initiated the yes/no it would be difficult to prove.

    If you’re interested, I can put you in touch with my team and we can get something custom built.

Mark Penney - November 27, 2017 Reply

Thanks Brett, this worked perfectly and was just what I was looking for. I should make it a habit of checking your site first for these little nuggets!

Max - February 27, 2018 Reply

Hey Brett,

I used your code but ran into a funny issue. When I didn’t check the terms and conditions box and triggered the validation and then checked it after, I would not be able to submit the form. When I changed eq(1) to eq(0), I think it replaced the element with itself instead of what to me seemed like an error as there is no list for that element. This appears to have solved my issue. I just wanted to pass that along in case you or somebody else could use it.

Any idea why I would have issues with eq(1) as opposed to eq(0)?

Thanks much,

Max

Dee - February 28, 2018 Reply

Brett – Could you please remove my comment above with the order form url? My original post was on 7/19/2017.

Thanks!

Jim Z - March 15, 2018 Reply

Can this code be altered to work in the shopping cart?

    Brett Farr - March 16, 2018 Reply

    Hi Jim, maybe but I never use the shopping cart and normally don’t recommend others to use it either. Sorry I can’t help more on this!

Amanda - May 25, 2018 Reply

This works great and thanks for the code except that with Paypal, the box disappears. Rather, when the paypal option is checked, the box disappears and it won’t let anyone continue until the box is checked (which isn’t there for them to check). Is there any fix for that by chance?

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