Auto-filled Forms

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 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: Within the link, replace the word 'create' with 'edit' 
Example: If your link is yoursite.chabadsuite.com/civicrm/profile/create?gid=20&reset=1 it will now be yoursite.chabadsuite.com/civicrm/profile/edit?gid=20&reset=1

Step 5: Add the following at the end of the link: &{contact.checksum}&id={contact.id}
Example: If your link is yoursite.chabadsuite.com/civicrm/profile/edit?gid=20&reset=1 it will now be 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

 

Auto-filled Profile Forms video