I have a unique situation, where we are hosting an event in March. For this we are inviting people from our database and also market externally.
For a better experience, I don't want people from our database filling out their details like Email address, company, etc. again. However, the Pre-populated field option for HubSpot does only work if the contacts have filled out a form before with the same device. So if someone has a new laptop or even deleted their cookies, the fields would not be pre-populated.
If someone comes to the Landing Page from external I need to capture these information. Ideally I want to create just one form and either have it prefilled for our contacts and empty for leads OR not even show the email & company field for our know contacts.
Does anyone know if there is a solution or best practice for this? I was thinking of having two identifical Landing Pages with two different forms, but that is also not ideal.
You can pre-populate a form on a landing page with known contact information by adding a hyperlink to your landing page within a marketing email, following the syntax below:
HubSpot will look at the blue like a personalization token in an email and populate it with the information you have on the contact record.
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 consists 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.
Also keep in mind that HubSpot will not be able to resolve the token if the value is unknown for this contact. You need to make sure that, if you're using the token, all contacts have a value for it.
For any other channels than marketing email, I'm not aware of any ways to pre-populate the form.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
You can pre-populate a form on a landing page with known contact information by adding a hyperlink to your landing page within a marketing email, following the syntax below:
HubSpot will look at the blue like a personalization token in an email and populate it with the information you have on the contact record.
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 consists 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.
Also keep in mind that HubSpot will not be able to resolve the token if the value is unknown for this contact. You need to make sure that, if you're using the token, all contacts have a value for it.
For any other channels than marketing email, I'm not aware of any ways to pre-populate the form.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer