pre-filled forms

[CD001]

We would like to send a form to all of our customers with the details of this customer as they are known to us in Hubspot. So the form should be pre-filled with values like name, address etc .
I want to send these via a workflow.

Does anyone have any suggestions on how I can do that?

[karstenkoehler · Accepted solution]

Hi @CD001,

Everything before the equal sign needs to be an internal property label.

Please see my first reply.

"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.)"

It looks like you're using something else. For all default properties, this label is always English. Your link contains non-English labels. Please look up the internal property labels on the HubSpot property settings. If you can't find them, let me know.

Best regards!

[CD001 · Accepted solution]

Apologies, I overlooked it. I modified it and it works. Thanks for your help!

[PMartin_CMB]

Thank you... I think I misunderstood so I want to confirm.  The form will be prepopulated with the data in the url querystring. We have a rather long form since we want the Company to update their address, URL and other data. Wouldn't a querystring that long be likely to 'break' in an email message?  Am I missing a simple approach?

[CD001]

Thanks!
I have now created the following sample link.
The data is displayed in the retrieved and in the url (if known). Unfortunately, only the email address is entered in the form. The other fields are not. Do you have any suggestions?

https://domain.com/landingspage?email={{contact.email}}&naamonderneming={{company.name}}&telefoonnum...}}

[karstenkoehler]

Hi @CD001,

It looks like you didn't use the internal property labels in the link but the cosmetic external labels on the itself. In my first reply I explained how you can find the internal label in the property settings, can you double check?

e.g. you used voornaam instead of firstname

[CD001 · Accepted solution]

Apologies, I overlooked it. I modified it and it works. Thanks for your help!

[karstenkoehler · Accepted solution]

Glad it's worked eventually, @CD001! It looks like you accepted your own reply as a solution, would you mind accepting my replies that helped you as solutions, too?

[CD001]

I guess I didn't explain it well. This is the code I included as a link in the email:

https://domain.com/landingspage?email={{contact.email}}&naamonderneming={{company.name}}&telefoonnum...

This contains the property labels. At the moment the link is clicked these are converted in the url to values from Hubspot.
The problem remains that I can see the values in the url but they are not filled in the form.

I hope it is clear.

[karstenkoehler · Accepted solution]

Hi @CD001,

Everything before the equal sign needs to be an internal property label.

Please see my first reply.

"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.)"

It looks like you're using something else. For all default properties, this label is always English. Your link contains non-English labels. Please look up the internal property labels on the HubSpot property settings. If you can't find them, let me know.

Best regards!

[CD001]

Thanks Kartsen, that seems to work.
Can I retrieve both contact and company information in the form and url variabale?

[karstenkoehler]

Hi @CD001,

Yes, you should be able to. For company personalization tokens, the syntax changes from {{ contact.internalpropertylabel }} to {{ company.internalpropertylabel }}.

Best regards!

[karstenkoehler]

Hi @CD001,

You can pre-populate a form on a landing page with known contact information by adding a link to a marketing email, following the syntax below:

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

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 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!

[JMOT]

Hey Karsten,

Thanks for your replies on this thread. It looks like it might solve what I'm trying to do...

I'm brand new to Hubspot so forgive me if I'm asking something silly..

What I'm trying to do is be able to send contacts an "onboarding form" with extra key fields of info I need from them in order to service their needs.

If I send them an email asking for my onboarding form to be filled out, and I use those variables eg ?email={{ contact.email }}&firstname={{ contact.firstname }}&lastname={{ contact.lastname }}

Will that mean all the responses to other fields on the form will be logged into the contacts hubspot record??

Thanks, Tom

[CD001]

Thank you for your response.
It is not completely clear to me.
If I create a workflow with a mail to our customers. Do I then add a generic form? How does Hubspot recognize which customer is involved to add this variable?

[karstenkoehler]

Hi @CD001,

You're right, I didn't explain that part in detail. I updated my original post.

The link would be used in a marketing email (as per your original post). HubSpot would then treat parts of that link like personalization tokens: https://knowledge.hubspot.com/website-pages/personalize-your-content#add-personalization-to-your-con...

For example, if this link was used in an email sent to a contact with first name "Karsten", last name "Köhler" and email "test@karsten-koehler.de"...

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

... it would turn into this:

www.company.com/landingpage?email=test@karsten-koehler.de&firstname=Karsten&lastname=Köhler

... and when that link is opened, the form on the page www.company.com/landingpage will be pre-populated with that information.

Does that make sense?

Best regards