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
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2 changed files with 57 additions and 1 deletions
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@ -87,6 +87,18 @@ Activate Portal Account
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<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>
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</div>
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<!-- Financing / factoring interest capture (shown for trucking orders) -->
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<div id="upsell-financing" class="hidden" style="background:#f8fafc;border:1px solid #e2e8f0;border-radius:12px;padding:16px;margin-bottom:24px">
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<label style="display:flex;align-items:flex-start;gap:12px;cursor:pointer">
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<input type="checkbox" id="financing-interest" style="margin-top:3px;width:18px;height:18px;accent-color:#2563eb;flex-shrink:0">
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<div>
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<span style="font-weight:600;color:#1a2744;font-size:14px">Interested in freight factoring or cash advances?</span>
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<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>
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</div>
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</label>
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<p id="financing-status" style="font-size:12px;margin:8px 0 0 30px;color:#059669" hidden></p>
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</div>
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<!-- 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>
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Go to Client Portal
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</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">
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@ -233,7 +245,6 @@ Send reset link
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var insEl = document.getElementById("upsell-insurance");
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if (insEl) {
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insEl.classList.remove("hidden");
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// Pre-fill from order data
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var email = orders[0].customer_email || "";
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var name = orders[0].customer_name || "";
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var nameEl = document.getElementById("ins-upsell-name");
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@ -242,6 +253,10 @@ Send reset link
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if (emailEl && email) emailEl.value = email;
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}
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// Show financing interest checkbox
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var finEl = document.getElementById("upsell-financing");
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if (finEl) finEl.classList.remove("hidden");
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// Show state compliance upsell for new carriers
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if (isNewCarrier) {
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var stateEl = document.getElementById("upsell-state");
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@ -251,6 +266,27 @@ Send reset link
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}).catch(function() {});
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}, 1500);
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// Financing interest checkbox
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document.addEventListener("change", function(e) {
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if (e.target && e.target.id === "financing-interest" && e.target.checked) {
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fetch(API + "/api/v1/insurance-leads", {
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method: "POST",
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headers: { "Content-Type": "application/json" },
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body: JSON.stringify({
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name: (document.getElementById("ins-upsell-name") || {}).value || "",
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email: (document.getElementById("ins-upsell-email") || {}).value || "",
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phone: "",
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source: "post_order_financing_interest",
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order_id: orderId,
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notes: "Interested in freight factoring / cash advances"
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})
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}).then(function() {
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var st = document.getElementById("financing-status");
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if (st) { st.hidden = false; st.textContent = "Got it! We'll send you information about factoring options."; }
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}).catch(function() {});
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}
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});
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// Insurance upsell submit
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document.addEventListener("click", function(e) {
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if (e.target && e.target.id === "ins-upsell-btn") {
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