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    Pre-populating form field with data from a merged field in MS word.

    Asked by bigbudgie on August 05, 2016 at 02:32 AM

    Hello,

    I have a form in a website that I would like to pre populate with data from a database and the contents of a merged field in an email i am sending.

    With your previous help i have successfully added the data from the database using a hyperlink (thank you for your help so far!), but now also want to add the contents of a merged field that is contained within in my email. (The email is merged using MS word and then sent as an email containing the hyperlink to the form.

    When the recipient of the email click the link it partially completes the form.

    Hyperlink is:

    http://www.ecojobshop.co.uk/lead-offer.html?leadReference=371798210&leadType=Loft%20Insulation&leadFee=£25.00&installer=

    The field I am trying to complete in the form is called "Installer" (as addedd to the hyperlink above); and the merge field from within my email template is called «Name»

     

    Can you please help.

    Thank you

    Page URL:
    http://www.ecojobshop.co.uk/lead-offer.html

    form field style size template name recipient
  • Profile Image
    JotForm Support

    Answered by Chriistian on August 05, 2016 at 03:12 AM

    Since you are using mail merge, you can simply input «Name» after the "installer=" in the URL. The link in your email should look like this:

    http://www.ecojobshop.co.uk/lead-offer.html?leadReference=371798210&leadType=Loft%20Insulation&leadFee=£25.00&installer=«Name» 

    Please let us know if you need further assistance.
    Regards.

     

  • Profile Image

    Answered by bigbudgie on August 05, 2016 at 04:03 AM

    Hello

    Thank you for your very quick response, that works very well as a link, so many thanks for that,(http://www.ecojobshop.co.uk/lead-offer.html?leadReference=371798210&leadType=Loft%20Insulation&leadFee=£25.00&installer=«Name»)

    However I had added the hyperlink to a shape (link button) and was hoping that it would update the link when I merged the documents, but it doesn't, is there any way to achieve this as a button looks better in my document as a long string of text. if this is not possible could you suggest any other option?

    Thank you again for taking the time to help me.

  • Profile Image
    JotForm Support

    Answered by Chriistian on August 05, 2016 at 04:46 AM

    You can follow the steps here to turn the merged text into a hyperlink: http://www.uwec.edu/Help/office/upload/MailMergeHyperlinks.pdf (Please note this is a PDF file)

    I thought of another workaround but I am not sure if this will work, since I am not quite familiar with your setup. But perhaps we can use HTML code to turn the text into a hyperlink. Can you try inserting the link inside the yellow highlighted text as seen below:

    <a href=”http://www.ecojobshop.co.uk/lead-offer.html?leadReference=371798210&leadType=Loft%20Insulation&leadFee=£25.00&installer=«First_Name»”> Click the link</a>