Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to set up autofill for lead page fields not filled in by the customer

Some fields used in Creatio on lead pages may not be available in the customer web form. You can set up autofill for such fields depending on your landing page specifics and purpose.

We recommend that you start with setting up the autofill defaults for the [Case category] and [Source] fields. For example, for all cases registered from the landing page, these fields will be populated with the “Service request” and “Website” values correspondingly.

On the [Default values] tab, you can set up the autofill defaults for the case page fields. You can set up the autofill feature for any field type including the mapped ones. If you do so, the default value will be filled in the case page field only if the customer left it blank.

To set up autofill of the case  fields:

1.Go to the [Default values] tab of the landing page. Click the btn_chapter_mobile_wizard_new_role.png button on the [Default values for the fields] detail (Fig. 1).

Fig. 1 Filling out the [Default values for the fields] detail

scr_landings_detail_on_default_service.png 

2.Select the [Category] field (Fig. 2).

Fig. 2 Selecting a field that must be filled in automatically

scr_landings_choose_type_service.png 

3.In the [Value] field, select the value which will be used to fill in the category, for example, " “Service request”.

4.Click the [Save] button to save the new folder (Fig. 3).

Fig. 3 Saving the autofill settings of the fields

scr_landings_automatic_fields_service.png 

After the landing page form is submitted, the [Category] field will be filled in automatically (Fig. 336).

See also

Setting up redirects from landing page forms

How to set up landing page using Creatio on-site

How to create a landing page on your website

Landing page setup FAQ

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