add financing/factoring interest checkbox on success page + campaign topics 16-17

- Checkbox on post-order success page: 'Interested in freight factoring?'
- Stores lead via /api/v1/insurance-leads with source=financing_interest
- Added factoring + fuel card campaign topics to docs
This commit is contained in:
justin 2026-05-30 21:15:25 -05:00
parent 0c9a500fee
commit 4cde6bbb4a
2 changed files with 57 additions and 1 deletions

View file

@ -132,6 +132,26 @@ Each topic maps to a service we sell.
---
## 💰 FINANCIAL SERVICES (Referral/Affiliate)
### 16. "Stop Waiting 30-90 Days to Get Paid"
- Freight factoring: get paid same-day on invoices (2-5% fee)
- Cash advances for fuel, insurance, repairs
- Fuel cards with discounts (Comdata, EFS, etc.)
- Top vendors to partner with: TAFS, Apex Capital, RTS Financial, OTR Solutions, Triumph Pay
- Revenue model: $100-500 referral fee per carrier, ongoing commission on volume
- **CTA:** Check the "interested in factoring" box on order success page
- **Sells:** Referral commissions, carrier retention (sticky relationship)
### 17. "Fuel Cards That Save You $0.20+/Gallon"
- Bundled with factoring or standalone
- Major networks: Comdata, EFS, TCS, WEX
- Discounts at TA/Petro, Pilot/Flying J, Love's
- **CTA:** Request info on our fuel card program
- **Sells:** Fuel card referral commissions
---
## 📊 CAMPAIGN PRIORITY (by audience size)
| Priority | Topic | Audience Size | Expected Conv |

View file

@ -87,6 +87,18 @@ Activate Portal Account
<a id="upsell-state-link" href="/order/dot-compliance" style="display:inline-block;padding:10px 24px;background:#ea580c;color:#fff;font-weight:600;border-radius:8px;text-decoration:none;font-size:14px">Check State Requirements →</a>
</div>
<!-- Financing / factoring interest capture (shown for trucking orders) -->
<div id="upsell-financing" class="hidden" style="background:#f8fafc;border:1px solid #e2e8f0;border-radius:12px;padding:16px;margin-bottom:24px">
<label style="display:flex;align-items:flex-start;gap:12px;cursor:pointer">
<input type="checkbox" id="financing-interest" style="margin-top:3px;width:18px;height:18px;accent-color:#2563eb;flex-shrink:0">
<div>
<span style="font-weight:600;color:#1a2744;font-size:14px">Interested in freight factoring or cash advances?</span>
<p style="font-size:13px;color:#64748b;margin:4px 0 0">Get paid same-day on your invoices instead of waiting 30-90 days. We work with reputable factoring companies that specialize in trucking. Check this box and we'll send you more info — no obligation.</p>
</div>
</label>
<p id="financing-status" style="font-size:12px;margin:8px 0 0 30px;color:#059669" hidden></p>
</div>
<!-- Footer actions --> <div class="flex flex-col sm:flex-row gap-3"> <a href="https://portal.performancewest.net" class="flex-1 inline-flex items-center justify-center gap-2 border border-pw-300 text-pw-700 hover:bg-pw-50 font-semibold px-6 py-3 rounded-lg transition-colors text-sm"> <svg class="w-4 h-4" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2"><path stroke-linecap="round" stroke-linejoin="round" d="M17.982 18.725A7.488 7.488 0 0012 15.75a7.488 7.488 0 00-5.982 2.975m11.963 0a9 9 0 10-11.963 0m11.963 0A8.966 8.966 0 0112 21a8.966 8.966 0 01-5.982-2.275M15 9.75a3 3 0 11-6 0 3 3 0 016 0z"></path></svg>
Go to Client Portal
</a> <a href="/" class="flex-1 inline-flex items-center justify-center gap-2 bg-pw-700 hover:bg-pw-800 text-white font-semibold px-6 py-3 rounded-lg transition-colors text-sm">
@ -233,7 +245,6 @@ Send reset link
var insEl = document.getElementById("upsell-insurance");
if (insEl) {
insEl.classList.remove("hidden");
// Pre-fill from order data
var email = orders[0].customer_email || "";
var name = orders[0].customer_name || "";
var nameEl = document.getElementById("ins-upsell-name");
@ -242,6 +253,10 @@ Send reset link
if (emailEl && email) emailEl.value = email;
}
// Show financing interest checkbox
var finEl = document.getElementById("upsell-financing");
if (finEl) finEl.classList.remove("hidden");
// Show state compliance upsell for new carriers
if (isNewCarrier) {
var stateEl = document.getElementById("upsell-state");
@ -251,6 +266,27 @@ Send reset link
}).catch(function() {});
}, 1500);
// Financing interest checkbox
document.addEventListener("change", function(e) {
if (e.target && e.target.id === "financing-interest" && e.target.checked) {
fetch(API + "/api/v1/insurance-leads", {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({
name: (document.getElementById("ins-upsell-name") || {}).value || "",
email: (document.getElementById("ins-upsell-email") || {}).value || "",
phone: "",
source: "post_order_financing_interest",
order_id: orderId,
notes: "Interested in freight factoring / cash advances"
})
}).then(function() {
var st = document.getElementById("financing-status");
if (st) { st.hidden = false; st.textContent = "Got it! We'll send you information about factoring options."; }
}).catch(function() {});
}
});
// Insurance upsell submit
document.addEventListener("click", function(e) {
if (e.target && e.target.id === "ins-upsell-btn") {