How To Auto-Populate a HubSpot Form

By Daniel J. Murphy

Auto-populating a HubSpot form with a contact's information is actually quite simple. Not many HubSpot users know about this, but you could easily add a link with a personalization token in an email that auto-populates contact information into a HubSpot form.

An example of where you'd use this technique is when you're doing outbound marketing or co-marketing with a partner to generate leads for your startup. They might have the list and send the email. However, the CTA's point to your landing page. In that case you could customize the experience by asking your partner to make some slight adjustments to the CTA link. Those adjustments would auto-populate the form on your landing page with information like first name, last name and email.

URL STRUCTURE FOR PRE-POPULATION

Every HubSpot portal has contact properties. Many of those properties come standard with your HubSpot portal, such as “First Name,” “Last Name” and “Email.” But you can add your own contact properties that fit your marketing operation.

The contact property is what you’re going to use to auto-populate the form on your landing page. You’re going to add that contact property to your URL through a query string.

Here’s your base URL. Click it and open the page. Notice the form on the right side.

http://offers.hubspot.com/demo/product-tour

And here’s your URL with contact properties added as query strings. Click this link as well and notice the form on the right side. See how my information has been inserted?

http://offers.hubspot.com/demo/product-tour?firstname=Daniel&lastname=Murphy&email=daniel@astartupmarketer.com

The structure of these query strings is very simple:

baseURL ? internal name of the contact property = contact’s information & internal name of another contact property = contact’s information

HOW TO FIND A CONTACT PROPERTIES INTERNAL NAME

Within your HubSpot portal under the “Contacts” tab find “Contact Settings.” Search for the contact property you’d like to use. Click on that contact property. You’ll see this:

HOW TO USE PERSONALIZATION TOKENS IN EMAIL TO AUTO-POPULATE FORMS

If you were to send an email through HubSpot and want to auto-populate a HubSpot form with a contact’s information, here’s how you’d do it.

This is what a personalization token looks like in the HubSpot email editor:

If you open up the source code for that email by clicking here:

You’ll see what a personalization token looks like in code:

The {{contact.firstname}} code is what you’ll use in the query string.

Within the email you’re sending (or someone is sending on your behalf) you’ll want to add the {{contact.ContactProperty}} as the query string. Here’s an example:

http://offers.hubspot.com/demo/product-tour?firstname={{contact.firstname}}&lastname={{contact.lastname}}&email={{contact.email}}

If you click on that link, it will not auto-populate the form on that landing page. However, when sent through a HubSpot email, HubSpot is smart enough to read the {{contact.firstname}} query as “insert the recipient's first name contact property here.”

This will work for many other email services as well. If they have the equivalent of a personalization token in their email editor, find the code and add it to the link. It will most likely be similar to this structure: {{contact.firstname}}.

Hope that helps! Comment below if you have questions.



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