Pre-fill form fields

It's conventional wisdom that the less information a supporter or donor needs to enter, the more likely they are to fill out your form.

If you already have information on your supporters, you can create unique links which pre-fill information (like their name and email) in Raisely sign up and donation forms. Here's how:
  

1. Build your URL

First, you need to add the supporter's information into the URL. Normally, this is done in your email program by adding it to the query parameters. These are little snippets of information which are added to the end of the main URL.

Here's an example of a URL with someone's first name, last name, and email added to the query parameters:

https://demo.raisely.com?first_name=John&last_name=Doe&email=john@gmail.com

You can see we've added a ? to the end of the URL, then added:

  • first_name=John 
  • last_name=Doe 
  • email=john@gmail.com 

We've then separated those with an ampersand ( &).

You can add any information you like to the URL-- phone numbers, IDs, and campaign codes are all supported.

Once the URL has been created, we can now add the URL link to a button in a message you plan to send to your existing participants.

🚨Note: These URLs contain personal information, so make sure they're not published in a public place. They should only be used in direct emails to the person they refer to.

  

2. Configure Raisely to look for information in the URL

After you set up your personalised URL, you need to tell Raisely to use this information to fill out form fields. The following example is for configuring a donation form, but you can follow the same steps for a signup form (under Settings > Signup Form).

1. To start, go to Settings > Donation Form on your campaign, and navigate to the Fields section.

2. For each field you want to pre-fill, click the pencil icon to open the field menu and look for the Default Value field. 

Raisely has a special merge code which tells the form to look at the URL for this information. It looks like this:

{{$root.query.first_name}} 

So, if my URL has: first_name=John
The merge field will be {{$root.query.first_name}} 

OR

If my URL has: email=john@gmail.com
The merge field will be {{$root.query.email}} 

Add the appropriate value into the default value, then save the field.

3. Repeat this for each of the fields you want to pre-fill, making sure to change the merge field to match your query parameter in the URL.
   
   

Just get in touch if you get stuck setting up your pre-filled forms!

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