- Shari SchulweisAsked on May 07, 2015 at 11:44 AM
We are looking to create a customer onboarding form. We would like to be able to send an email to a customer and ask that they click on link to bring them to the form. We would like their customer ID to autofill. We will have several addresses that may or may not be same. Is there a best template to use? How do I set up contingent autofill.
- JotForm SupportjonathanAnswered on May 07, 2015 at 12:20 PM
You pre-fill the form with value to a specific field by following the method described on the user guide
Example: You can add the link in the email to the form like this
as you can see on the screenshot below, when the form loads using the link, some fields are pre-filled already
As for the Autofill feature, you can follow this user guide
Please let us know if you need further assistance.