Adding a link to a form in a template and auto-completing fields

There are several ways to engage subscribers in interacting with forms. You can place the form on the website, or you can send it by email to the customer's email address.

If we decide to send the form to the user personally, the user receives an email message and opens the form by clicking on the link. Additionally, we can set up form autocomplete, and then the platform will identify the user by his email address. It will find his profile in the database and substitute the known data into some fields of the form.

Autocomplete is only possible if you send out a template with a link to the form via some channel (Email, SMS, Push, Telegram or WhatsApp).

Consider the situation of how it might work, for example, if all you know about a person is their email.

For example, you are inviting a subscriber to a webinar. To register, they need to fill out a form. You send a link to the form in an email newsletter. In the form, you ask for an email address where the user would like to receive reminders when the webinar starts. In case the user is unable to read the email, you also ask them to provide a phone number.

In addition, for further personalized appeal, you offer to fill in the name field. When the subscriber receives the email and clicks on the link, they will see a form with the Email field already filled in:

So you've created the form, now let's find out how to set it up to autocomplete.

How to set up autocomplete fields

Step 1. Create a new template or open an existing one. Go to the editor and add a link to the template. You can do it using the button on the quick actions panel:

Step 2.In the «Link constructor» window, select a form. If there are several pages in the form, specify the one to which you want to direct the user after clicking the link. By default, the user will go to the first page:

Step 3.Click the «Add» button in «Column mapping». Select the form field where you want to substitute the data.

If you want to fill the field with profile data from the database, select «Set from» from the second drop-down list. Then from the third drop-down list select the database field that stores the required client data.

If you want to substitute a fixed value into the field, select «Set custom» and enter the value manually.

Step 4. Click the «OK» button. The link will be added to the body of the message:

You can change the link text to the desired text. To do this, erase the default text and write your own.

Save the template and use it in campaigns.