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Act-On Software

Pre-filling a Form with Data

 

Pre-filling your Act-On forms allows some customers' information to be shown when they load the form. This reduces the risk of typos in form submissions, which helps the integrity of your data.

Important notes:

  • Data is only pre-filled if the contact has been cookied previously by clicking through an Act-On message or submitting an Act-On form
  • If you forward an email with a link to the form's landing page, it will also forward your unique cookie, so forms will pre-fill with your personal information

Act-On forms can be pre-filled in two ways:

Inserting the Form as a Link in a Message

New Forms

  1. Open the landing page that hosts the Form
  2. Edit the Form block
  3. Check the box for Show Prefilled
  4. Include the link for the Landing Page in your email message

Classic Forms

  1. Open the message
  2. Drag a Form Link block onto the message - only Classic Forms will appear
  3. Select the relevant form and check the box for Show Prefilled

Publishing the Pre-Filled Form URL

New Forms

  1. Open the landing page that hosts the Form
  2. Edit the Form block
  3. Check the box for Show Prefilled
  4. Include the link for the Landing Page anywhere that you would like

If you are embedding the form on another website:

  1. Open the Form and go to the Embed tab
  2. Select Embed Code
  3. Select Show Prefilled and then copy the code
  4. Use that embed code on your external site

Classic Forms

  1. Go to Content > Forms
  2. Hover over the form and click the green drop down arrow
  3. Click Get Public URLs
  4. Copy the prefilled public URL and use it anywhere you would like
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