Pre-population of meeting forms
SOLVEIn sales > Meetings > you have the option to pre-populate fileds with known values.
If I am adding a prospect to a sequence and Hubspot already has their required values BUT they have never visited the website before is there any way to get this to auto-populate if they are coming to my booking page via an email from a sequence that I have sent them?
Trying to make it as slick and automated as possible.
1 Accepted solution
Pre-population of meeting forms
SOLVEHi @DBrazil,
In that case pre-population is not an option. If contacts never consented to being tracked via cookies and if we're additionally talking about a third-party website, the meeting link cannot have the context of who's submitting it.
Best regards!
| Karsten Köhler |
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Pre-population of meeting forms
SOLVEHi @DBrazil,
Yes, the meeting link accepts values that you pass on through parameters. For example, if you share a meeting link and add ?firstname=Karsten to the end of the URL, you should see that, after picking a time, the first name field is filled. The same works with &lastname= and &email=.
(If you already have information about the prospect, I'd recommend creating a meeting link that asks just for the fields above.)
You can now use this behavior and combine it with personalization tokens.
Let's assume this is your link: https://meetings.hubspot.com/dbrazil/meeting
... you would adjust it to https://meetings.hubspot.com/dbrazil/meeting?firstname=PERSONALIZATIONTOKENFORFIRSTNAME&lastname=PERSONALIZATIONTOKENFORLASTNAME&email=PERSONALIZATIONTOKENFOREMAIL
(Replace everything in upper case with what it corresponds to.)
Try it and let me know if you have any follow-up questions! Keep in mind that, if the email is forwarded to a coworker, the link will be prepopulated incorrectly.
| Karsten Köhler |
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Pre-population of meeting forms
SOLVE
Can't see how you add the tokens to the URL
Pre-population of meeting forms
SOLVEHi @DBrazil,
Not in the URL, in the email template that you're setting up and which includes the meeting link.
| Karsten Köhler |
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Pre-population of meeting forms
SOLVEgot it - won't work for me then as I'm putting the link to my meeting booking page as a CTA button on a third party video platform.
Pre-population of meeting forms
SOLVEHi @DBrazil,
In that case pre-population is not an option. If contacts never consented to being tracked via cookies and if we're additionally talking about a third-party website, the meeting link cannot have the context of who's submitting it.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
