How to Dynamically Pre-Populate Form Fields Through URL Parameters In Hubspot

In today’s digital age, personalization can significantly enhance user experience.

Pre-populating form fields is a fantastic way to personalize and streamline the process for your users, especially when you already have some of their information.

In this tutorial, we’ll walk through the steps of dynamically pre-filling fields on a form using URL parameters.

This method is particularly useful for email marketing campaigns, ensuring that when users click on a link to a form, some of the fields are already filled out for them.

Step 1: Create a Custom URL Property

First, you’ll need to create a custom property to hold the form’s URL. This can be a rich text, single-line text, or multi-line text property.

For simplicity, we’ll use rich text in this example. This property is added to your contacts database to store personalized form URLs for each contact.

Step 2: Identify Form Field Internal Names

Before we can pre-populate the form fields, identify the internal names of the fields you wish to pre-fill.

These are typically straightforward but must be accurate.

For example, `first name`, `last name`, and `email` are common fields. In HubSpot, you can find these by looking in the properties section of your account.

Step 3: Obtain Your Form or Landing Page URL

Grab the URL where your form is hosted.

This could be a direct link to a form or a landing page on your website that contains the form. This URL is essential for creating the personalized links that will pre-populate the form fields.

Step 4: Set Up a Workflow to Populate the Custom URL

Create a workflow that triggers when the custom URL property (e.g., demo URL) is unknown.

The action in this workflow should populate the custom URL property with your form’s URL, followed by URL parameters that correspond to the form fields you want to pre-fill.

The structure for adding dynamic parameters to your URL is as follows:

https://yourformurl.com?firstname={{contact.firstname}}&lastname={{contact.lastname}}&email={{contact.email}}

Replace `https://yourformurl.com` with your actual form or landing page URL and adjust the parameter names and personalization tokens based on your setup:

  • add a question mark “?” after the form URL
  • then add the form field’s internal property name ie. “firstname”
  • followed by an equal sign “=”
  • and finally the personalization token
  • Do for each form field

Step 5: Share the Customized URL

Now that you’ve set up the personalized URL with pre-filled parameters, you can share this URL with your contacts.

Include this link in an email, ensuring you use HTML to make the link text user-friendly rather than displaying the entire URL with parameters.

For example, in an email, you might use HTML to create a clickable link like this:

“Here is your personalized form link: <a href=”{{contact.demo_url}}”>Click Here</a>”

This makes the link clickable and hides the complex URL from the recipient.

Step 6: Test Your Setup

Before rolling this out broadly, send a test email to yourself or a test contact.

Click on the link in your email to verify that the form fields are correctly pre-populated with the information you specified.

Conclusion

Pre-populating form fields can significantly enhance the user experience by reducing the effort required to fill out forms, thus increasing conversion rates for form submissions.

This tutorial outlined how to dynamically fill out form fields using URL parameters in HubSpot.

If you need any further Hubspot guidance, feel free to contact us today.

 

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