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Prefilling fields

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CampaignSuite offers the possibility to prefill Gravity Forms fields with Contact data from Marketing Cloud. To use this functionality it is necessary that a specific Cloud Page exists in Marketing Cloud. This page generates a JSON containing the available fields to retrieve.

An example of such a JSON is:

In the general CampaignSuite settings, the Endpoint can be set for this Cloud Page (Prefill page Endpoint). In addition, it is also possible to overwrite this URL per form.

Follow these steps to prefill fields with Marketing Cloud data:

  1. Go to the Settings of a form and click on the tab MC Prefill.
  2. Click on the first checkbox to enable prefilling for this form.
  3. Then set all parameters needed in the URL of the page to retrieve a record in Marketing Cloud.
    For example, in this image there are 2 parameters set. The URL of the page where the form will be placed on could look like this:
    https://www.test.nl/formulier-pagina?id=5847&hash=fjd837hjd93
  4. Specify whether to hide the form if no record can be found in Marketing Cloud based on the specified parameters and their value. You can also type a message to be shown instead of the form if it is hidden.
  5. It is possible to overwrite the default Prefill Endpoint with another one. Add it to the field Custom prefill URL.

Map fields

As a final step, it is necessary to link fields from Marketing Cloud to your Gravity Forms fields. In this way you determine which data should be placed in which field.

Personalize confirmations

When you use the prefill option, these fields can also be used for form confirmations (such as confirmation text or redirect URL).

Confirmation text

All Marketing Cloud Prefill fields can be used in the confirmation message. To do this, click on the curly brackets to the right of the editor and select one of the prefill fields.

Redirect page or URL

It is also possible to use the prefill fields in a querystring: