Personalise a form
Forms work best when they feel personal, pre-filled with data the contact has already shared with you,
greeting them by name, and asking only for what you don't already know. Flexmail supports two types of form personalisation: field pre-filling and placeholder text.
Attention Personalisation only works when a contact opens the form through a link in a Flexmail campaign email. If you share the form as a public web link, there is no contact context, fields won't be pre-filled and placeholders will appear empty.
Pre-fill fields with database data
When you link a form field to a database field, Flexmail automatically fills in that field with the contact's existing value when they open the form. The contact can review and update it if anything has changed.
- In the form editor, click on the field you want to link.
- In the Use database dropdown, select the database field that corresponds to this form field.
- Make sure the field types match, a date form field should link to a date database field, a text field to a text database field, and so on.
- Click Save.
Use placeholders in text
You can use personalisation placeholders in your intro text, closing text, field labels, and help texts. When the contact opens the form via an email link, the placeholders are replaced with their actual data.
For example, your intro text could say:
Hi #firstname#, we're updating our records. Please take a moment to confirm your details below.
Available placeholders are the same as in your email messages, #firstname#, #name#, #email#, and any custom field placeholder from your account
Support tip Even if you're not pre-filling any fields, adding the contact's first name to the intro text makes the form feel significantly more personal. It takes 30 seconds and measurably improves completion rates.