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    Mail merge to populate data from form and create links?

    Asked by laurie83833 on November 18, 2016 at 03:55 PM

    Hello,  I was wondering if anyway possible to use jotform and mail merge to automatically create links to form with the populated data?

     

    Example:   Here is a simple jotform we created that autopopulated.   

     

    https://form.jotform.com/63225641010138??name=Wayne&company=Terraboost

     

    See how Wname=Wayne & company=Terraboost is there a way to do a mail merge in either ms word or excel and have those parameters change within the jotform URL with the corresponding information located in the mail merge?

    Meaning each name in our mail merge (database) could have its own custom jotform link automatically? 

    Example: In a Mail merge database one of the contacts name is Sally and company is PFP products.  Is there a way that jotform would create a link using mail merge or a database to automatically from pulling the information and create a link such as - 

    https://form.jotform.com/63225641010138??name=Sally&company=PFP Products

     

    Thank you,

    create mail merge and populate data
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    JotForm Support

    Answered by david on November 18, 2016 at 06:16 PM

    Forms can indeed be pre-populated via URL parameters:

    https://www.jotform.com/help/71-Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters

    There is app in that page that will help to create pre-populated form URL's, however it is not possible to do so automatically. 

    This could be done with a bit of work, but it is not something we directly support.  You can send post data of your form on your PHP script and save it on your database, from there, you can simply call the data and prepopulate it on your URL's.

     

    Here are some guides that might help:

     

    PHP Forms explains in JotForm: https://www.jotform.com/help/237-PHP-Forms-Explained 

     

    Enable Send POST Data from JotForm and send it to a PHP script: https://www.jotform.com/help/213-Send-POST-Data-From-JotForm-Using-PHP-in-Custom-Thank-You-Page 

     

    Send submission data to your MySQL database using PHP: https://www.jotform.com/help/126-How-to-send-Submissions-to-Your-MySQL-Database-Using-PHP 

     

    Now if you do not want the landing or thank you page to be the PHP script that will fetch the POST data, then you can just simply run the PHP script in the background using WebHook. Here's an intro about it: https://www.jotform.com/help/245-How-to-Setup-Webhook-with-JotForm

     

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    Answered by laurie83833 on November 18, 2016 at 07:55 PM

    Thank you for your answer!

    I think we figured it out using MS Word and mail merge via hyperlink.   

    As per these instructions - and using the URL from a repopulated jotform we create. 

    https://www.uwec.edu/Help/office/upload/MailMergeHyperlinks.pdf

    In theory should work we have done some testing and I think it will suit our needs.

     

     

     

     

     

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    JotForm Support

    Answered by jonathan on November 19, 2016 at 12:47 AM

    Thank you for taking the time updating us on the status and letting us know that you have found already a working resolution.

    Feel free to contact us anytime for any assistance you need on JotForm.

    Regards