Selecting Form Prefill Sources and Rules

Navigation: Click Actions on the side navigation bar, and select Create Form. (Not seeing this choice? Refer to the Side navigation bar changes topic.)

To prefill your form with personalized, customer-known information, select a List containing the customers you want to target with your form. Then define the rules to apply when merging form-submitted data with your selected List.

If you use a form link call, the data is passed automatically in the URL string, and is not passed in the database. Data is populated in the form when it is passed in the form link call to that recipient.

List

Select the List to use for prefilling your form, and collecting recipient form submissions.

List Data Handling Rules

This section allows you to define a variety of load rules when merging form-submitted data into your selected List.

Define merge rules for matching new to existing records. For example, match on email address, email address and another selected field, or selective combinations.
Select action to apply when submitted data matches (based on the merge choices you made), and when data does not match your criteria.
Select default permission (Opt-in or Opt-out) for any newly added channels.

Confirmed Opt-In process

Important: Available only if Confirmed Opt-in is enabled for the account.

Select this checkbox to use the form for confirmed opt-in.

For more information about Confirmed Opt-in, see Enabling Confirmed Opt-in.

Opt-In/Out Status Values

If your submitted data contains channel status values (email, mobile, or postal) – Enter the values you want to represent the Opt-in and Opt-out status.

Example: I vs. O.

Email Format Values

If your file contains Email Format data – You must define what values indicate HTML and Text formatting, for example H and T.

Next Step – Defining Supplemental Data for Your Form