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AHucks
Member

Clarity on forms in content page restricted by access groups

SOLVE
I have a landing page with membership based on an access group.
 
When contacts access that page, I have several forms with Contract property fields.
 
How do I prepopulate the forms using the values of their logged in Contact user? Or is it strictly based on cookies/session data?
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1 Accepted solution
Jaycee_Lewis
Solution
Community Manager
Community Manager

Clarity on forms in content page restricted by access groups

SOLVE

Hey, @AHucks 👋 This article goes into detail about how this works — Understand pre-populated form fields

 

I think this is the most relevant part to what you are asking: “When a visitor arrives at a HubSpot form, HubSpot checks the visitor's browser for tracking cookies. If this cookie is associated with a contact, HubSpot will be able to pre-populate fields that have been previously submitted on that device,” and "HubSpot will only pre-populate data previously submitted to a HubSpot form on the same device

 

I hope this helps get you moving forward! — Jaycee





loop


Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.

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2 Replies 2
Jaycee_Lewis
Solution
Community Manager
Community Manager

Clarity on forms in content page restricted by access groups

SOLVE

Hey, @AHucks 👋 This article goes into detail about how this works — Understand pre-populated form fields

 

I think this is the most relevant part to what you are asking: “When a visitor arrives at a HubSpot form, HubSpot checks the visitor's browser for tracking cookies. If this cookie is associated with a contact, HubSpot will be able to pre-populate fields that have been previously submitted on that device,” and "HubSpot will only pre-populate data previously submitted to a HubSpot form on the same device

 

I hope this helps get you moving forward! — Jaycee





loop


Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.

Learn More




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AHucks
Member

Clarity on forms in content page restricted by access groups

SOLVE

Thank you! We're using a landing page w/ an access group as a portal to collect information from clients. Just to make sure my understanding is correct - if they're added to the access group, can the information on that contact record be displayed using dynamic pages correct? So even if I can't prepopulate the information with what we have "on file", I could at least do something like "here's what we have on file, use this form for any updated info", and since they have access based on a contact record, anyone "logged in" would see their current info?

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