Tips, Tricks & Best Practices

zachtaylor
Participant

Can you pre-fill a form without using a query string?

SOLVE

We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that would lookup their contact record and prefill the form with any known information. 

 

I read through the Auto-populate form fields with a query string article but I'm not sure this would scale for us. Is there another option to achieve what we were doing in our old CRM? Not looking forward to writing a mile-long URL for our staff. Is there another way to do this with a single lookup token?

1 Accepted solution
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Can you pre-fill a form without using a query string?

SOLVE

Could be that the contact filled the form in the same device (Pc or mobile)

OR in the same tracked site (landing, website page)

Here is an article with more info about this

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Can you pre-fill a form without using a query string?

SOLVE

Hey @zachtaylor 

have you tried the native option in forms that pre-populates the information known?

Screenshot 2024-04-10 at 12.26.01.png

This way when anyone enter their email or company URL 

the fields known in the forms get completed.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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zachtaylor
Participant

Can you pre-fill a form without using a query string?

SOLVE

@Lucila-Andimol It was my understanding that this only worked if a contact had cookies stored from a previous submission. We have several staff that haven't completed a form before so I thought that this wouldn't work in those cases. Did I misunderstand how that feature works?

 

Thanks,

Zach

Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Can you pre-fill a form without using a query string?

SOLVE

Could be that the contact filled the form in the same device (Pc or mobile)

OR in the same tracked site (landing, website page)

Here is an article with more info about this

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

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Shadab_Khan
Guide | Elite Partner
Guide | Elite Partner

Can you pre-fill a form without using a query string?

SOLVE

Hi @zachtaylor,

 

 If you want a property value to be preselected you can do so via form settings  (you can also make it hidden) the query string method is for more dynamic use cases (like for catching UTM sources via different  channels(

Screenshot 2024-04-09 214304.png

 

Best

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