Etsy: How to match customers to form.

  • Akhil_Shah
    Asked on July 13, 2021 at 10:45 AM

    We run a startup through Etsy where we need to collect info from customers post-sale via a questionnaire. We can definitely add a jotform link to our auto-reply email feature, but how do we make sure a customer fills it out. do you have a way of tying a customer record to a form that we send out? We'd love to match up the form to the customer we initially sent it to. It sounds like there's going to be a few apps we integrate with using authorize.io, but wanted to see what functionality you had that could help with this!

  • Anthony_Evans
    Replied on July 13, 2021 at 3:59 PM

    Howdy Akhil_Shah,

    I understand that you would like to include a link to your questionnaire in the 'Message to Buyers' from Etsy.

    If you're trying to match up a specific purchase with the link that is sent out, this may be possible if Etsy makes any of the purchase information from the 'Messages to Buyers' email available as "template strings" or some other kind of variable. Unfortunately, a brief search has yielded very little information. It appears that Etsy tightly controls the email confirmations that it sends to your customers and does not allow you to access that information.

    If you are able to find a way to access the customer information from Etsy, you can use that to alter the link that your customers click on to pre-populate a form.

    For example, if your form link is:

    form.jotform.com/1234567890

    Then we can create a link like this:

    form.jotform.com/1234567890?customerID=[EtsyVariableHere]

    The "customerID" name will be determined by the Unique Name of the field you're trying to pre-populate. In this case it would be a field named Customer ID.

    Please let us know if there's anything else we can assist you with!

  • Akhil_Shah
    Replied on July 13, 2021 at 5:44 PM
    Thanks anthony,
    very helpful! this pre fill feature is awesome, do you know how we can trigger this automatically with any other tools possible that you might integrate with?
    Best,
    Akhil
    ...
  • Anthony_Evans
    Replied on July 13, 2021 at 7:06 PM

    Hello Akhil,

    Actually, I apologize for forgetting this, but we recently released a tool called Prefill Forms that can automatically pre-populate your forms with data that is collected from other forms or even HubSpot and Salesforce.

    We're hosting a Webinar tomorrow (7/14/21 2:00-3:00 PM EDT) where you can get more information about how to use this tool more effectively.

    Prefill Forms is still pretty new, so if there's an CRM that you'd like to see integrated with this feature please let us know!

    Please let us know if there's anything else we can help you with!

  • Akhil_Shah
    Replied on July 13, 2021 at 7:22 PM
    Thanks! I’m also having issues using your one drive integration: https://www.jotform.com/integrations/onedrive
    It keeps looping me to the same screen to “open integration”. Any idea what’s going on?

    ...
  • Jed_C
    Replied on July 14, 2021 at 5:38 AM

    I have moved your OneDrive integration issue to a separate ticket. I'll respond to you on this ticket https://www.jotform.com/answers/3219206 shortly.