Prepopulating Form Fields with URL Parameters

Zentake makes it easy to streamline your workflows by allowing you to pre-fill client name, dob, and email. This feature is particularly valuable when integrating Zentake forms into automated systems, where client details such as name and email address are already available.

The Standard Public Form URL

When clients access a Zentake public form URL, they are typically presented with empty fields to fill out. For instance, here is an example of a standard public form URL:

By default, the client’s name and email or Date of Birth fields would be blank.

Pre-Filling Form Fields with URL Parameters

You can improve your client flow by pre-filling these fields directly via URL parameters. This is achieved by appending specific data to the form URL.

Example: Adding URL Parameters

To pre-fill the client’s name, DOB, and email, you would add the following parameters:

• birthDate needs to be in an international standard yyyy-mm-dd

This results in a complete URL like:

When clients open this URL, the name and email fields in the form are already populated with "Bruce Wayne" and "wayne@enterprises.com" "1985-11-26" respectively.

To ensure the URL works correctly:

• Avoid special characters that may disrupt the URL.

Auto-Start the Form

Zentake also allows you to bypass the login or start page entirely, letting clients begin the form immediately. To enable this, simply add the auto=true parameter to the URL.

Example: Auto-Start URL

This URL skips the start page and opens the form or packet directly with pre-filled data.

By leveraging these URL customization options, you can significantly improve the efficiency and usability of your Zentake forms, creating a seamless experience for your clients.