Autofill Form Fields

You can autofill lead forms with known information about the lead, reducing the amount of information that must be completed before submitting the form. This is done using query parameters. In this instance, query parameters are pre-defined variables (think dynamic variables) that are attached to the end of the landing page’s URL and pass data from the patient’s profile in Reach to the indicated landing page form fields.

Autofilling form fields work best with past patients who are reactivating (i.e. in your reactivation campaigns) because we can auto-fill their forms with information from their patient profile. Whereas, brand new leads to your clinic do not have a contact record to pull from initially.

Creating Autofill Parameters

Let’s review how designate autofill fields within a landing page. We’ll use the following formula:

(completed landing page URL)?form_field={{dynamic_variable}}

Let’s build an example using the following information:

• URL: https://sites.webpt.com/1605/yoga-class-offer
• Goal: autofill first name and last name

1. Start by opening the Announcement you want to update, or by creating a new Announcement. We prefer to use Announcement as the content type because it allows us to create a specific CTA (Call to Action) link easily.
2. In the Call to Action URL field, paste the landing page’s URL. 
3. Next, enter a ? at the end of the URL.  
4. Next, let’s add the name of the first form field. For our example, it is First Name. We’ll replace the space with an underscore.                           
5. Then, add a = sign. 
6. Next, locate and paste in the dynamic variable that corresponds with the form field. Remember: you can use the variable drop-down in the text editor to locate the dynamic variable. 
7. In order to add multiple variables, we’ll need to include an & before repeating Steps 4-6. 
8. Our complete URL for the two variables should look like this. https://sites.webpt.com/1605/yoga-class-offer?first_name={{first_name}}&last_name={{last_name}}

Let’s test it. When a lead clicks our Call to Action URL, the form automatically contains their first and last name as pulled from their contact record.  

Landing Page Dynamic Variables

Just like the URL, you can also add query parameters to your primary landing page dynamic variable. This looks very similar, except you would replace the URL of the landing page with the appropriate dynamic variable.

{{primary_landing_page}}?first_name={{first_name}}&last_name={{last_name}}

Recommended Autofill Variables

Note: If there is no data available to prefill the form with, the field will just remain blank.

Shared Data

In every landing page, we prefill the following data points (if known):

• Facility ID
• Patient ID
• Lead ID

Therefore, these fields will never need to be added as query parameters to the landing page URL or used as dynamic variables.