logo
Documents & Forms
Microsoft 365 & SharePoint Tools
Classic SharePoint Tools
Forms
Last updated: Jul 18, 2023

Public forms tips and tricks: How to create prefilled forms?

Customer Support Engineer

You can design a form filled with data automatically when a user opens the form. Pre-populated forms are a great way to save user time, increase conversion rates, and reduce errors.

Pre-fill asks users to do less and when asked to do less, many of us are more likely to complete the task. Utilizing autofill significantly impacts a form’s completion rate by making form submission more attainable.
Fenris Digital, Top three benefits of form pre-fill

There are several ways to populate the Plumsail form with data:

  • URL query parameters
  • browser local storage
  • external source

Create a free account to design your first pre-populated form.

In this post, we’ve compiled several examples of how you can use prefilled forms.

Track the origins of users

When you distribute a form through multiple channels like websites, social media, and mail campaigns, it’s crucial to know where traffic comes from. By adding query parameters to the form URL, similar to how you add UTM parameters, you can track the source of users.

For instance, you have a link to the form on your website and your Twitter account. Simply append a query parameter with a corresponding value to your links, like this:

link

In the form, populate the hidden field with a query parameter value using the code. And here it is, you see where users are originating from:

demo-contact

You can use a similar approach to pre-populate other form fields via URL parameters. For instance, in the use case from the Plumsail community, a customer attaches a UserID parameter to the form's URL, then automatically populates the UserID field with a corresponding value.

Idea/scenario behind this: We could send out personalized links to people from whom we'd like to gather some information, e.g. https://[my-form-url]?UserID=27. Result: When the recipient opens the link in the browser, the field "UserID" would already be filled with the value 27 without the need to enter the number manually.
Matheus Felipe at Plumsail Community, Pre-populate fields in Forms via URL parameter?

Create personalized forms

Streamline your marketing process by creating prefilled contact, feedback, or registration forms with data from any CRM or database. You can append query parameters to your form URL using placeholders(merge tags) in any automation platform, such as MailChimp, Power Automate, Zapier, etc.

For instance, populate form fields with the user’s contact details:

demo-feedback

You can find a code sample for filling out a form with user contact details in the Populate fields article.

Prefill forms with data from previous submissions

Save users time by pre-populating the form with data from previously completed forms. You can store form data in the local storage of the user's browser or the external data source and retrieve it as needed.

I have a request to auto-populate some of the information on the form i.e. First Name, Last Name, Phone Number, etc... after a user has submitted and the next time they open a form. For example, I open the form and submit. Next time, I open the form, some of the fields would be pre-populated based on the information I submitted earlier.
Alberto da Silva at Plumsail Community, Auto Population on forms after submission

Or do even more complicated things, for instance, to allow users to repeat previously placed orders:

demo-order

You can find a code sample for populating a form with data from previous submissions in the Populate fields article.

Populate the user address

There are many public APIs that you can use to retrieve data. This way, you will simplify the user’s experience and increase the completion rate of the form.

For instance, you can create a form that populates the delivery address once a user opens the form:

demo-address

You can find a code sample for populating a form from external API in the Populate fields article.

Get started

These are just a few of the most common examples. Create a Plumsail account and design your first form today.