Make your customers' lives easier by prefilling some of the questionnaire fields for them! Common fields to prefill are Name and Company Name (for logged in users), or product code (if the form is a stock enquiry form on a product detail page). Here's a quick how-to: - First, find your questionnaire fields - navigate to Advanced Content → Questionnaire Group Maintenance.
- Select your questionnaire and click the 'Questions' link. This will show you the field name of each questionnaire field - take note (or a screenshot!).
- Now, go to Advanced Content → Questionnaire Field Maintenance.
- Search for the field you wish to prefill and click 'Modify'.
- Enter the appropriate value in the 'Token to Prepopulate' field (see table below).
- Click 'OK' to save.
- Click the 'RefreshDictionary' link to update your questionnaire.
- Repeat for any remaining fields.
Field | Token |
---|
User Name | User.FirstName,User.Surname | Company Name | Customer.Name | Product Code | PageParam_StockCode |
If you don't see the token you're after, contact our friendly Support team for assistance. |