From 4cde6bbb4ace6be7d102908a80b2eb7269b8be0f Mon Sep 17 00:00:00 2001 From: justin Date: Sat, 30 May 2026 21:15:25 -0500 Subject: [PATCH] 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 --- docs/campaign-topics-trucking.md | 20 +++++++++++++++ site/public/order/success/index.html | 38 +++++++++++++++++++++++++++- 2 files changed, 57 insertions(+), 1 deletion(-) diff --git a/docs/campaign-topics-trucking.md b/docs/campaign-topics-trucking.md index e6aed2a..947f79d 100644 --- a/docs/campaign-topics-trucking.md +++ b/docs/campaign-topics-trucking.md @@ -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 | diff --git a/site/public/order/success/index.html b/site/public/order/success/index.html index c256b63..a6f7e03 100644 --- a/site/public/order/success/index.html +++ b/site/public/order/success/index.html @@ -87,6 +87,18 @@ Activate Portal Account Check State Requirements → + + +
Go to Client Portal @@ -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") {