Marketing Creatio
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

How to set up the autofill function for landing page fields

At your landing feedback form, clients are asked to provide information about themselves (for example, name, email, phone, etc.). The data received in this way are recorded in Creatio and used to form the client base.

If the landing page is aimed at existing customers, you can set up autofilling of the landing page fields with information from the corresponding contact profiles. If an existing customer opens the landing page form via a link from a personalized email, the fields of the form will already be populated with the corresponding information. This will simplify the web form submission for the customers and ensure that the data contains no errors, as well as that no duplicate contact records are created in the system.

Attention

Set up the landing page first before setting up autofilling of its web form fields. These settings are covered in the “How to connect a landing page to Creatio” and “Website event tracking” articles.

How autofill works for landing page fields

The autofill feature will work only if the corresponding information is available in the contact’s profile. To set up the autofill for landing page fields, edit the email template and add a macro for each field to the landing page link. The macros will be replaced with the contact’s information, which will be passed to the web form when the contact clicks the link.

The web form fields can be filled in with information from the Contact object, as well as from the connected objects. For example, this can be contact’s name, as well as connected account’s phone.

How to set up autofill of landing page fields

You can map recipient’s personalized data (such as name, email address, etc.) to landing page fields by adding macros to the landing page link in the email template.

Below is an example of setting up autofill of the web form field with the contact’s name.

1.Go to the [Email] section and add a new email. Fill out the email page and select a template (or create a new one). The process of creating emails is covered in the “How to create bulk email” and “How to create trigger email” articles.

2.Open the template for editing.

3.In the edit mode, select the element where you wish to add a link to your landing page and click the btn_chapter_content_designer_image_element_link.png button on the toolbar.

4.In the opened window, specify the landing page URL. At the end of the URL, add parameters for autofill of the landing page fields:

?Name=[#Recipient.Name#]&Email=[#Contact.Email#]

In this example, “Name” and “Email” are web form field names that contain contact’s name and email address. The [#Recipient.Name#] and [#Contact.Email#] values are macros that will add contact’s name and email address to the personalized email. Basic instructions on working with the content designer are available in a separate article.

Note

The names of the web form fields are located in the “fields” block of the landing page HTML code. The macros that correspond to the web form fields can be obtained by opening a template for editing in the Content Designer and clicking the btn_chapter_content_designer_macros.png button.

5.Click [OK]. A link to the landing page form will be generated the template element.

6.Save changes and save the email record.

As a result, when a contact clicks the link to the landing page in the email, the “Name” and “Email” fields of that page will contain contact’s name and email from Creatio.

See also

Setting up redirects from landing page forms

Landing page setup FAQ

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