How to automatically pre-fill a form based on CRM variables in an emailing?

Tabata Vossen -

In this tutorial, we tell you how to use URL parameters to pre-fill form fields.

Typical situation: You created a quiz, which you shared with your database through an emailing campaign. Users who will click on your campaign shouldn't have to fill out fields about their personal information such as their name or email address since you already have the data! In Qualifio, it is possible to pre-fill these fields.

Here are the 4 steps to follow in order to use this very useful feature:

1- Select the right publication channel

This feature works whether you

  • Use the JavaScript (JS) integration code or the HTML (iframe)
  • Publish your campaign on a mini-site or in a widget (embedded on another webpage)

2- Get the URL to use in your email

prefill-from-email.png

3- Integrate your CRM/emailing variables

In the screenshot above, we framed with red rectangles the generic variables linked to the form fields of your campaign. You need to replace these variables with your own emailing CRM variables. For instance, in the generic URL below:

http://test.quentinpaquot.com/20/action/load.cfm?ID568408=Firstname&ID568409=Lastname&ID568410=Email&url=www.domain.com/page.html

In this generic URL found in the Qualifio manager, you should thus replace the variables, which are generic too, with your own CRM variables. For example, your variables might be:

  • Firstname: $firstname$ or {firstname} or *|FNAME|*
  • Lastname: $lastname$ ou {lastname} or *|LNAME|*
  • Email: $email$ ou {email} or *|EMAIL|*

(The nomenclature/classification of these variables depend on what CRM or emailing platform you are using.)

You'll also need to replace "www.domain.com/page.html" with the URL of your campaign. For instance:

  • If your campaign was published as a Widget on your website, use the parent URL of the iFrame.
  • If your campaign was published on a minisite, use the URL of that minisite.
  • If your campaign was published on your Facebook Page, use the URL of that Facebook Page.

Here's the kind of URL you should thus integrate into your email:

http://test.quentinpaquot.com/20/action/load.cfm?ID568408=$firstname$&ID568409=$lastname$&ID568410=$email$&url=www.qualifio.com/product

4- Add UTM codes to track the success of your email marketing (optional)

You can use UTM codes to tell Qualifio that participants came to your campaign from your email.

Read this article to learn what UTM codes are, how you can use them with Qualifio, and the statistics you can access.

A word of caution: When using tools that allow you to easily add UTM codes to URLs (such as Google's Campaign URL Builder), you may find that they encode information in a specific way, replacing some characters with a "%" followed by two digits. This format is called the URL-encoded (or "Percent-encoded") format. This might cause your link not to work in emails. To fix it, simply use a URL Decoder (such as this one) to decode your URL before you insert it in your email.

5- Perform a test

In order to make sure that everything works as it should, we recommend you perform a test. If it works properly, here's the expected behaviour:

  • You get an email that promotes a campaign;
  • You click on the link within the email;
  • You take part in the campaign;
  • When you get to the "Form" step, the first name, last name, and email address fields are pre-filled with your personal information.

Important note on cookies

To use this feature, we drop a functional cookie on the user's browser. This cookie uses the domain of the iframe that will be pre-filled (e.g. interact.sandqgroup.com).

As of 2018, some browsers started blocking third-party cookies and trackers by default. It is thus important to use an iframe that is on the same domain as the parent page where it’s embedded (in this example: www.sandqgroup.com). That way, the cookie is not considered as a 3rd party cookie and not blocked.

When you use a subdomain of your domain to publish your Qualifio campaign (e.g. quiz.mydomain.com instead of customername.qualifioapp.com), the cookie is considered as first-party and isn't blocked by any browser.

 

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