Jun 21, 20225:04 AM - edited Jun 21, 20225:04 AM
Participant
Customer contact Form for checking saved data to the HS
SOLVE
Hi!
What would be easiet & best practise way to create form where customer contact can see (properties I'd like them to see) property fields what are stored to the HS and modify those information if needed (self service).
Is it a right way to create contact form with option "Pre-populate contact fields with known values" or something else?
One of them is that a visitor has previously submitted a HubSpot form using the same device. If that's not the case, this won't work.
Another approach is to pass parameters through to the landing page. For example, if someone clicked on this link, landingpage.com/?firstname=Jane, a form that's placed on landingpage.com would be pre-filled in the First name field with "Jane".
Personalization tokens also work in URLs as long as you follow the correct syntax: {{ contact.internalpropertyname }}
So in the example above, a form would always be pre-filled with the first name (if available) when the URL looks like this: landingpage.com/?firstname={{ contact.firstname }}
You can then chain fields by adding an ampersand: landingpage.com/?firstname={{ contact.firstname }}&lastname={{ contact.lastname }}
I also explained this here, including where to find the internal property name.
This approach would pre-fill the form regardless of whether a form was submitted previously.
Keep in mind that this might cause privacy issues. Some who is forwarded an email, for example, would have all of that information.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
One of them is that a visitor has previously submitted a HubSpot form using the same device. If that's not the case, this won't work.
Another approach is to pass parameters through to the landing page. For example, if someone clicked on this link, landingpage.com/?firstname=Jane, a form that's placed on landingpage.com would be pre-filled in the First name field with "Jane".
Personalization tokens also work in URLs as long as you follow the correct syntax: {{ contact.internalpropertyname }}
So in the example above, a form would always be pre-filled with the first name (if available) when the URL looks like this: landingpage.com/?firstname={{ contact.firstname }}
You can then chain fields by adding an ampersand: landingpage.com/?firstname={{ contact.firstname }}&lastname={{ contact.lastname }}
I also explained this here, including where to find the internal property name.
This approach would pre-fill the form regardless of whether a form was submitted previously.
Keep in mind that this might cause privacy issues. Some who is forwarded an email, for example, would have all of that information.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer