This tutorial will show how to send links to forms in order that the fields should automatically populate with the contact's available information.
Usually, when you send out a link to an event form or a donation form, you can simply copy the URL at the top of the page and email it.
However, when your customer opens that link, he will be met with empty fields if he isn't logged in to the website.
Using this method will ensure that your current CRM contacts will be able to enjoy pre-populated form fields, which will translate to more conversions.
For CRM Contribution and Event Forms
Step 1: Grab the live link of the form in question
Step 2: to the right of that link add the following &{contact.checksum}&cid={contact.id}
Example: If your forms link is www.yoursite.com/civicrm/contribute/transact?reset=1&id=3 it will now be www.yoursite.com/civicrm/contribute/transact?reset=1&id=3&{contact.checksum}&cid={contact.id}
Step 3: Copy the new link.
Step 4: Send that link to your CRM contacts from within the CRM either with email or SMS
For Fundrasing Pages
Step 1: Grab the link of the fundraising page
Step 2: to the right of that link add the following ?cid1={contact.contact_id}&{contact.checksum}
Example: If your campaign link is www.yoursite.com/c/were-together it will now be www.yoursite.com/c/were-together?cid1={contact.contact_id}&{contact.checksum}
Step 3: Copy the new link.
Step 4: Send that link to your CRM contacts from within the CRM either with email or SMS
Important to remember: If recipients share this link with their friends, when the friend clicks on it, it will still load the original donor's name. Therefore, make sure to put in the email both: a personal link, and a sharable link. Make it clear to the recipient that they can only share the sharable link.
For CRM Profile Forms
Step 1: Create a profile form
- Navigate to Administer > custom data and screens > profile
- Make sure that you check "Stand Alone Form" in the Profile settings
Step 2: Copy the form link
- Navigate to Administer > custom data and screens > profiles
- to the right of the profile in question, click more > Use Profile-Create Mode.
- copy the link in the browser's address bar
Step 3: Create a new email or SMS in the CRM and Paste the link
Step 4: : Add the following at the end of the link: &{contact.checksum}&id={contact.id}
Example: If your link is yoursite.chabadsuite.com/civicrm/profile/create?gid=20&reset=1 it will now be yoursite.chabadsuite.com/civicrm/profile/create?gid=20&reset=1&{contact.checksum}&id={contact.id}
Step 5: In the above link, change the word create to edit.
Example: Instead of yoursite.chabadsuite.com/civicrm/profile/create?gid=20&reset=1&{contact.checksum}&id={contact.id}, use yoursite.chabadsuite.com/civicrm/profile/edit?gid=20&reset=1&{contact.checksum}&id={contact.id}
Step 6: Send that link to your CRM contacts from within the CRM either with email or SMS