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Pre-populate form field from a previously filled out form

  1. Kyle
    Member

    Hi,

    We're looking at ways to setup a viable lead-gen platform using Gravityforms.

    Basically, what we want to do is setup a form that a user would fill out "x" amount of fields on; say, 5 - name, email, phone, company, topic of interest.

    Then, when they return to the site again to fill out a new form, the new form would pre-populate their data based on their previous visit / form submission (so if they previously filled out a form - this new form would automatically pre-populate fields, let's say, based on them entering their email address).

    This concept is based on the new Hubspot "smart forms" setup that does the same basic thing.

    Any thoughts on the best way to possibly do this (if possible even) with GF?

    Thanks for the thoughts in advance :)

    Cheers

    Posted 7 years ago on Tuesday September 25, 2012 | Permalink
  2. How about this new plugin which was created by an independent Gravity Forms user:
    http://wordpress.org/extend/plugins/gravity-forms-data-persistence-add-on/

    Gravity Forms does not currently offer the feature you are looking for.

    Posted 7 years ago on Wednesday September 26, 2012 | Permalink
  3. Kyle
    Member

    Hey Chris,

    Thanks for the follow up - it doesn't appear (by the description, at least) that it fits the model I was describing - but I will try it out to see how it works. If it doesn't, then I'll start thinking about how I can work on building this functionality out as an add-on.

    Thanks again!

    Cheers.

    Posted 7 years ago on Wednesday September 26, 2012 | Permalink
  4. The issue will be retrieving the existing information. Sounds like you expect a complete submission of the first form, and want to use that information later. You could always register the visitor for your site and give them a specific, custom role. Then, for form 2, require that the visitor be logged in. That way, all the information related to their user would be available to form 2. You could extend the user profile to include those additional fields you mention.

    Alternatively, you could make sure the email address is unique in form 1, then require the visitor input their email address to access form 2. With the email address as the unique key, you could retrieve the previously submitted information from form 1, based on their email. Then, pre-populate form 2 with that information.

    There are a few ways to accomplish what you want, but it will require a little bit of work from you to make it happen.

    Posted 7 years ago on Wednesday September 26, 2012 | Permalink
  5. I'm also interested in pre-populating gravity forms fields with Hubspot data. It seems like the dyanmic population function on gravity forms should make this pretty straightforward. Hubspot has an api to look up contact info by cookie. http://developers.hubspot.com/docs/methods/contacts/get_contact_by_utk I'm not a developer, but can somebody point me in the right direction on how to go about setting this up? It would be really cool to have the data go in the fields by user token and then you could even use the conditional logic in gravity forms to not show fields that Hubspot already had data in its system on.

    Posted 6 years ago on Thursday November 29, 2012 | Permalink