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    I'd like to send an 'update your details' form. Is there any way I can pre-populate the form with the client's existing details using mail merge?

    Asked by DriveRight on August 04, 2011 at 06:23 PM
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    JotForm Support

    Answered by NeilVicente on August 05, 2011 at 07:29 PM

    Hi,

    I apologize but this can't be made possible. What you can do instead is to fill out forms manually with your clients' existing details. Then, provide them with edit links to the corresponding forms you have submitted. That way, they can edit their entries as many times as they want (of course, the submits will be subject to your account's quota).

    After they edited the details, you may export the submissions as an Excel or CSV file which you can use at your disposal.

    Please note that this workaround entails manual entry of your clients' information. If you are still interested with this solution, please let me know so I can give out instructions.


    Neil

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    Answered by realtorplus on August 05, 2011 at 08:19 PM

    Actually I did exactly what Driveright describes today. All you have to do is use you mail merge this way:

    In each e-mail, you merge all your client infos into a single link formatted roughly that way:

    <A HREF="http://form.jotform.com/username/12345678910?name1=«First_Name»&name2=«Last_Name»&email=«Email_Address»&phone=«Home_Phone»&...>UPDATE MY INFO ONLINE</A>

    Just to make sure I am clear, in your merge template, the fields have to be inside the HTML, so what I did first was to format it inside the document first and then I Cu-pasted it into a Hyperlink. Please also note that the name preceding the = is not arbitrary: it has to me the actual name after the _ in the source code of your form.

     

    You do your mailmerge using your clientbase and it sould work perfectly!