IMPORTANT NOTE: this article is out of date.
We now have a more advanced way to handle this. Keep an eye out for the new article coming soon!
Have you ever found a customer with orders on their record that don’t make sense, or found their details have changed unexpectedly? Chances are you have been hit with the Order Form Identity problem.
When you send an order form link in an email to a contact in Keap (Infusionsoft), the form fields are automatically pre-filled with the details from the contact record. Super convenient, and generally saves the contact time and reduces the chance they will make a mistake. The problem arises when the email is forward to a third party, or the customer uses someone else’s credit card and uses their details on the form instead of their own. Ideally Keap should handle these scenarios, it’s not a problem when a web form is forwarded for example. But unfortunately, this problem has been around for a while and is not likely to be fixed any time soon. So, what can you do about it??? Glad you asked!
Workaround Version 1
Use the code snippets below on your locked order form…
That’s all there is to it. You just need to have a copy of the order form that doesn’t have this code and copy it’s URL into the bold part of the Product Information code above.