Pre-fill landing page forms
Creatio can automatically populate form fields on a landing page using available contact data. When a recipient opens a landing page from a bulk email link that includes a prefill token, Creatio retrieves the contact data associated with the token and fills in the corresponding form fields. This helps recipients submit forms quicker and ensures accurate data capture in marketing campaigns.
This functionality is available for Creatio 8.3.2 and later. To enable the feature for Creatio 8.3.2 and 8.3.3 versions, download the Lead Generation and Email Marketing apps compatible with each of the mentioned Creatio versions.
Prerequisites
Before setting up form prefill, make sure the following conditions are met:
- The landing page is designed in the Landing Page Designer and published to a pre-configured Creatio URL. Learn more: Create a landing page.
- The form on the landing page is configured to register submissions. "Submissions" object is selected in the Create records in parameter of the form settings.
- The bulk email is sent to existing contacts. Learn more: Contact base collection guidelines.
- The "Creatio Prefill Service" technical user is available and active in the Creatio environment. Learn more: Technical users.
- The bulk email includes a link or button that uses the HTTPS protocol and contains the
?crt_pref=[#Recipient.PrefillToken#]parameter. Learn more: Create a bulk email.
Set up form prefill
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Open the landing page in the Landing Page Designer.
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Select the form element on the canvas → click Form settings in the right panel. This opens a window.
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Select the Pre-fill form fields for known contacts checkbox in the form settings (Fig. 1).
Fig. 1 Form pre-fill settings 
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Save the settings.
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Go to the Bulk emails section.
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Open the bulk email that targets the relevant contact audience.
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Add a link or button to the email template that opens the landing page. Learn more: Create a bulk email. Use the following URL format:
{Landing page URL}/?crt_pref=[#Recipient.PrefillToken#]Where
{Landing page URL}is the URL of your landing page. You can copy the landing page URL from the landing page record. Learn more: Create a landing page. -
Send the bulk email. Each recipient receives a unique prefill token that corresponds to their contact record in Creatio.
As a result, when a recipient opens the landing page through the link or button in the email, Creatio will automatically populate the form fields with the contact data. The recipient can review, edit, and submit the pre-filled form. After the form is submitted, Creatio registers the submission and links it to the corresponding contact using the standard contact identification mechanism. Learn more: Contact identification from web form submissions.
Token security and compliance
The prefill mechanism is designed to protect contact data and comply with data protection standards:
- Each prefill token is validated securely and can only be used once.
- Tokens are never stored in cookies.
- If a recipient forwards the bulk email to another person and that person follows the link, the form displays data of the original contact who received the email.
- After the prefill token is used, subsequent visits to the same form display blank fields.