Filled form with customer data

[LDägling]

Hi all,

we have created a form in the 1st step that should be filled out by the customer. In the 2nd step, the customer should be sent an email in which he sees the filled form again via a link and can confirm the entered data. What do I have to adjust so that the entered data is displayed in the form?

[SNigam]

Hello @LDägling ,

Yes you can pre-populate the fields like @karstenkoehler recommend. 

But there is one more option what i think is you can create an email using personalization tokens for fields you have used in form. and send this email to your clients with a form link mentioning at last so if they want to update the form fields they can fill again.

Example - you have 3 fields in form so you can create an emaik like below -

Hello @Firstname,

Please confirm your values you have submitted through form. - 


Email - @email(Personalization token)
Street Address - @street_address(Personalization token)

Role- @role(Personalization token)

If you want to update values please use this link to update.

Thank you

So, In above example you have seen after the name of property I used tokens to call those properties I think in this way the contact can clearly see that what information stored exactly in system and if he/she wants to update he can fill the form again to update.

I hope this solves your request.

Thank You 

Shubham Nigam

[karstenkoehler · Accepted solution]

Hi @LDägling,

You can pre-populate a form on a landing page with known contact information by following the syntax below:

www.company.com/landingpage?email={{ contact.email }}&firstname={{ contact.firstname }}&lastname={{ contact.lastname }}

In orange, you have the internal labels of properties in HubSpot. (You can find these in the property settings by opening a property and then clicking the </> icon next to its name.)

If a link is opened, a web browser will attempt to match the orange label to a field of a form on that page.

In blue, you have the syntax for the personalization token in HubSpot. If it's spelled out, that's what it looks like. It always consistts of two curly brackets, a space character, the object, a stop, and again the internal label of the field name.

By adding ampersands, you can chain more fields. Be cautious however, I've seen too long links break.

Keep in mind that when you use this method, all of this information is stored within the email. If the email is forwarded, for example, the recipient has all of this information on the contact. Depending on the information you're capturing and depending on your industry, there might be privacy concerns.

Best regards

[airwolfke]

Can this also be done with a forum that HS hosts or does it need to be loaded to a webpage?

It's not yet clear to me when you upload to a webpage how the form can read the existing information from HS.

Can I get some more instructions how to do this?

thanks,

[LDägling]

Hey Karsten, 

thank you for your input. We solved it with a website, where the personalisation tokens get filled out automatically, all triggered by a workflow as soon as a certain form is filled out. 

The problem now is that we want to add a second mail adress, to provide an external service provider with the information from the form. So the setting is person A fills out the form for a test ride with a new car, when picking the location, there will be an API that fills out a 2nd mail adress in the form (email adress of the car dealer), which the customer cannot see. Once the form is filled, there will be a workflow starting that a) sends an email to the customer (that is working fine) b) sends an email to the 2nd mail adress to with a link to a website where the personalized tokens should provide the information about who wants to book the test drive to the car dealer. The website works for the primary mail adress but not for the secondary. Do you have any idea why?

Thanks so much in advance 

Lara