Pre-populate forms from mailing

Marketing & Content Hub Tips, Tricks & Best Practices
1

Hey everyone!

We are looking for some tips for pre-populating a form from a specific list through a mailing.

The goal is for event registration. We have quite a long form that customers will need to fill out (flight info, ID info, etc) and we want to make it as easy as possible by already pre-populating the information that we have for them. They would need to receive s link to the form via a mailing.

Any tips or ideas? It seems to me that mailings and forms don’t connect well here.

2

Hi @Steph_Newland,
It is possible to pass on information from the contact record through a marketing email to a landing page. The information would be stored in parameters attached to the destination landing page.

Let’s take this URL: https://www.website.com/webinar-landing-page
HubSpot will pre-populate a form if the URL follows this syntax: https://www.website.com/webinar-landing-page?firstname=Jane&lastname=Doe&email=janedoe@website.com

You can test this by simply appending ?firstname=Jane&lastname=Doe&email=janedoe@website.com to your own landing page URL and loading it in your browser. You should see the form populated.

The parameters themselves, firstname, lastname, email used in this URL, are the internal field name of a property in HubSpot. You can look them up in the property settings, by opening the settings of a property and clicking </> right next to the name field.

Now that we have this logic down, it’s time to generalize this for all contacts, not just Jane Doe.

There is a syntax for personalization tokens as well, for places where the UI doesn’t let you place personalization tokens. (The space characters are important!)

{{ object.internalpropertyname }}

For first name, it would look like this: {{ contact.firstname }}

If we put everything together, parameters could look like this: https://www.website.com/webinar-landing-page?firstname={{ contact.firstname }}&lastname={{ contact.lastname }}&email={{ contact.email }}

This is how you would set up the CTA link in your marketing email.

Keep in mind that if this email is forwarded, it will now contain all this information about the person. This information will also be passed on unencrypted in the browser URL. I’d recommend discussing this with your data privacy / security officer.

Let me know if you have any follow-up questions!