Prepopulation is useful tool which can assist in increasing form submission rates by actively reducing the time it takes for users to complete your forms.If you already hold a subjects information (contact's name, country of origin, or course of interest for example)  you can pre-fill questions to save time.

On webforms, this can be achieved by:

  • Creating the field that you would like to prepopulate.
  • Navigating to the Share tab of the form.
  • Selecting the field in question in the Prepopulate section and giving it a specific value (note: you are able to prepopulate more than one field).
  • Click on Update Link. The Form URL will now reflect your change. 

On forms being hosted by the Capture app, this can be achieved by:

  • Downloading the newly built form on to your device.
  • Navigating to the Admin section.
  • Selecting the Forms tab.
  • Tapping on the Set Form Defaults under the form in question's name.
  • Prepopulate the necessary fields.
  • Tap on the ✓ tick mark. 

Dynamic prepopulating

The above methodology shows us how to pre-fill forms with simple text values. How can I create a follow-up form that has a users name/ email address already in it? The answer can be found in using template tags

Creating a simple follow-up form with a users name and email already filled in is straight forward. Using the below information, I'd be able to tell Gecko to pre-fill the relevant name and email fields using specific information held on a contact's record:

Name: {{contact.full_name.first_name}}|{{contact.full_name.last_name}}
Email: {{contact.email}}

Once the prepopulation fields are set up, hitting the Update Link button will include this information in the form URL. 

As an aside, due to the mechanics specific to prepopulating names, issues can arise where a contact adds a space in the first or last name field. To illustrate with an example, if a contact had a first name of "Mary-Jane", the prepopulation would work. If the first name was written as "Mary Jane", your prepopulation code would not work without the inclusion of the following: 

First name: {{contact.full_name.first_name|url.encode}}
Last name: {{contact.full_name.last_name|url.encode}}

The inclusion of |url.encode suffix above enables Gecko to process any spaces that users may put in their name. This is an extremely rare use case, but something to be aware of when using the prepopulation of names.

Any questions? Feel free to start a live chat with a member of our support team or explore the rest of our academy at your leisure.

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