Blog

How to Email Prefilled Forms Using Data from Your Salesforce Org

Blog

How to Email Prefilled Forms Using Data from Your Salesforce Org

Blog

How to Email Prefilled Forms Using Data from Your Salesforce Org

Blog

How to Email Prefilled Forms Using Data from Your Salesforce Org

Blog

How to Email Prefilled Forms Using Data from Your Salesforce Org

Blog

How to Email Prefilled Forms Using Data from Your Salesforce Org

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Blog

How to Email Prefilled Forms Using Data from Your Salesforce Org

Lacey Jackson
/
August 20, 2019
Blog

How to Email Prefilled Forms Using Data from Your Salesforce Org

MIN
/
August 20, 2019
About the Episode
Episode Highlights
Meet our Guest

Imagine you’ve just wrapped up a project with a new client. They enjoyed working with your team and were pleased with the final result. Ultimately, they decide to contract with your organization for work on a secondary project.

Your team initiates their process for kicking off new projects, but this includes gathering data from the client. Your team already has a lot of the data needed to kick off the project within the Salesforce org, but new, project-specific information is needed and old information needs to be updated. 

You don’t want to bother your clients with endless forms requesting information you should already have, but that means your staff is manually updating Salesforce records as they hear of information changes from your client. What if there was a way to use the data you already have to pre-populate client forms to ensure accurate data collection and save time for your staff and your clients? 

This is easily accomplished with Formstack for Salesforce

Our Forms for Salesforce product offers a Dynamic Prefill feature where you can send your clients a link to a prefilled form populated with existing information from your Salesforce org. Using this link, your clients can review information, make necessary updates, and submit changes without having to manually enter information they’ve provided in the past. Once your clients submit the form, their data will be automatically updated within Salesforce. 

Updating records in Salesforce is as easy as 1-2-3. Here’s how it works in three simple steps. 

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce


Step 1: Turn it on. 

On your published form, navigate to “Publishing Options” and toggle on the “Dynamic Prefill Enabled” button.

Updating Salesforce records with Dynamic Prefill


Step 2: Select delivery method. 

For this example, we’re sharing our form link by email. Forms for Salesforce gives you the ability to select an individual record or generate links to update multiple records at once. 

Select delivery method for Salesforce record updates.


Step 3: Prepare your email. 

Now, you’ll need to add your list of recipients and body for your email. 

Make sure to insert the link to the prefilled form somewhere so that the recipient can access, review, and submit their data. To do so, select the ‘Hosted form link’ merge field and click the add (+) symbol.

Salesforce dynamic prefill email preparation

You’re ready to send! Once you hit the 'Send Now' button your email with the link to the prefilled form will be sent out to your clients. When your clients open the link, they’ll be able to quickly and easily review, alter, and submit their information for an automatic update of their Salesforce record. 

If you’re interested in learning more, you can check out the full tutorial here

Are you ready to simplify how you collect data and update your Salesforce org? Look no further than Formstack for Salesforce. Try our native solution for a hassle-free way to update records and improve client relationships. 

Blog

How to Email Prefilled Forms Using Data from Your Salesforce Org

Blog

How to Email Prefilled Forms Using Data from Your Salesforce Org

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Imagine you’ve just wrapped up a project with a new client. They enjoyed working with your team and were pleased with the final result. Ultimately, they decide to contract with your organization for work on a secondary project.

Your team initiates their process for kicking off new projects, but this includes gathering data from the client. Your team already has a lot of the data needed to kick off the project within the Salesforce org, but new, project-specific information is needed and old information needs to be updated. 

You don’t want to bother your clients with endless forms requesting information you should already have, but that means your staff is manually updating Salesforce records as they hear of information changes from your client. What if there was a way to use the data you already have to pre-populate client forms to ensure accurate data collection and save time for your staff and your clients? 

This is easily accomplished with Formstack for Salesforce

Our Forms for Salesforce product offers a Dynamic Prefill feature where you can send your clients a link to a prefilled form populated with existing information from your Salesforce org. Using this link, your clients can review information, make necessary updates, and submit changes without having to manually enter information they’ve provided in the past. Once your clients submit the form, their data will be automatically updated within Salesforce. 

Updating records in Salesforce is as easy as 1-2-3. Here’s how it works in three simple steps. 

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce


Step 1: Turn it on. 

On your published form, navigate to “Publishing Options” and toggle on the “Dynamic Prefill Enabled” button.

Updating Salesforce records with Dynamic Prefill


Step 2: Select delivery method. 

For this example, we’re sharing our form link by email. Forms for Salesforce gives you the ability to select an individual record or generate links to update multiple records at once. 

Select delivery method for Salesforce record updates.


Step 3: Prepare your email. 

Now, you’ll need to add your list of recipients and body for your email. 

Make sure to insert the link to the prefilled form somewhere so that the recipient can access, review, and submit their data. To do so, select the ‘Hosted form link’ merge field and click the add (+) symbol.

Salesforce dynamic prefill email preparation

You’re ready to send! Once you hit the 'Send Now' button your email with the link to the prefilled form will be sent out to your clients. When your clients open the link, they’ll be able to quickly and easily review, alter, and submit their information for an automatic update of their Salesforce record. 

If you’re interested in learning more, you can check out the full tutorial here

Are you ready to simplify how you collect data and update your Salesforce org? Look no further than Formstack for Salesforce. Try our native solution for a hassle-free way to update records and improve client relationships. 

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Infographic

How to Email Prefilled Forms Using Data from Your Salesforce Org

Save time and effort for your team and your clients by pre-populating forms with data from your Salesforce Org.
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Imagine you’ve just wrapped up a project with a new client. They enjoyed working with your team and were pleased with the final result. Ultimately, they decide to contract with your organization for work on a secondary project.

Your team initiates their process for kicking off new projects, but this includes gathering data from the client. Your team already has a lot of the data needed to kick off the project within the Salesforce org, but new, project-specific information is needed and old information needs to be updated. 

You don’t want to bother your clients with endless forms requesting information you should already have, but that means your staff is manually updating Salesforce records as they hear of information changes from your client. What if there was a way to use the data you already have to pre-populate client forms to ensure accurate data collection and save time for your staff and your clients? 

This is easily accomplished with Formstack for Salesforce

Our Forms for Salesforce product offers a Dynamic Prefill feature where you can send your clients a link to a prefilled form populated with existing information from your Salesforce org. Using this link, your clients can review information, make necessary updates, and submit changes without having to manually enter information they’ve provided in the past. Once your clients submit the form, their data will be automatically updated within Salesforce. 

Updating records in Salesforce is as easy as 1-2-3. Here’s how it works in three simple steps. 

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce


Step 1: Turn it on. 

On your published form, navigate to “Publishing Options” and toggle on the “Dynamic Prefill Enabled” button.

Updating Salesforce records with Dynamic Prefill


Step 2: Select delivery method. 

For this example, we’re sharing our form link by email. Forms for Salesforce gives you the ability to select an individual record or generate links to update multiple records at once. 

Select delivery method for Salesforce record updates.


Step 3: Prepare your email. 

Now, you’ll need to add your list of recipients and body for your email. 

Make sure to insert the link to the prefilled form somewhere so that the recipient can access, review, and submit their data. To do so, select the ‘Hosted form link’ merge field and click the add (+) symbol.

Salesforce dynamic prefill email preparation

You’re ready to send! Once you hit the 'Send Now' button your email with the link to the prefilled form will be sent out to your clients. When your clients open the link, they’ll be able to quickly and easily review, alter, and submit their information for an automatic update of their Salesforce record. 

If you’re interested in learning more, you can check out the full tutorial here

Are you ready to simplify how you collect data and update your Salesforce org? Look no further than Formstack for Salesforce. Try our native solution for a hassle-free way to update records and improve client relationships. 

Imagine you’ve just wrapped up a project with a new client. They enjoyed working with your team and were pleased with the final result. Ultimately, they decide to contract with your organization for work on a secondary project.

Your team initiates their process for kicking off new projects, but this includes gathering data from the client. Your team already has a lot of the data needed to kick off the project within the Salesforce org, but new, project-specific information is needed and old information needs to be updated. 

You don’t want to bother your clients with endless forms requesting information you should already have, but that means your staff is manually updating Salesforce records as they hear of information changes from your client. What if there was a way to use the data you already have to pre-populate client forms to ensure accurate data collection and save time for your staff and your clients? 

This is easily accomplished with Formstack for Salesforce

Our Forms for Salesforce product offers a Dynamic Prefill feature where you can send your clients a link to a prefilled form populated with existing information from your Salesforce org. Using this link, your clients can review information, make necessary updates, and submit changes without having to manually enter information they’ve provided in the past. Once your clients submit the form, their data will be automatically updated within Salesforce. 

Updating records in Salesforce is as easy as 1-2-3. Here’s how it works in three simple steps. 

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce


Step 1: Turn it on. 

On your published form, navigate to “Publishing Options” and toggle on the “Dynamic Prefill Enabled” button.

Updating Salesforce records with Dynamic Prefill


Step 2: Select delivery method. 

For this example, we’re sharing our form link by email. Forms for Salesforce gives you the ability to select an individual record or generate links to update multiple records at once. 

Select delivery method for Salesforce record updates.


Step 3: Prepare your email. 

Now, you’ll need to add your list of recipients and body for your email. 

Make sure to insert the link to the prefilled form somewhere so that the recipient can access, review, and submit their data. To do so, select the ‘Hosted form link’ merge field and click the add (+) symbol.

Salesforce dynamic prefill email preparation

You’re ready to send! Once you hit the 'Send Now' button your email with the link to the prefilled form will be sent out to your clients. When your clients open the link, they’ll be able to quickly and easily review, alter, and submit their information for an automatic update of their Salesforce record. 

If you’re interested in learning more, you can check out the full tutorial here

Are you ready to simplify how you collect data and update your Salesforce org? Look no further than Formstack for Salesforce. Try our native solution for a hassle-free way to update records and improve client relationships. 

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Imagine you’ve just wrapped up a project with a new client. They enjoyed working with your team and were pleased with the final result. Ultimately, they decide to contract with your organization for work on a secondary project.

Your team initiates their process for kicking off new projects, but this includes gathering data from the client. Your team already has a lot of the data needed to kick off the project within the Salesforce org, but new, project-specific information is needed and old information needs to be updated. 

You don’t want to bother your clients with endless forms requesting information you should already have, but that means your staff is manually updating Salesforce records as they hear of information changes from your client. What if there was a way to use the data you already have to pre-populate client forms to ensure accurate data collection and save time for your staff and your clients? 

This is easily accomplished with Formstack for Salesforce

Our Forms for Salesforce product offers a Dynamic Prefill feature where you can send your clients a link to a prefilled form populated with existing information from your Salesforce org. Using this link, your clients can review information, make necessary updates, and submit changes without having to manually enter information they’ve provided in the past. Once your clients submit the form, their data will be automatically updated within Salesforce. 

Updating records in Salesforce is as easy as 1-2-3. Here’s how it works in three simple steps. 

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce


Step 1: Turn it on. 

On your published form, navigate to “Publishing Options” and toggle on the “Dynamic Prefill Enabled” button.

Updating Salesforce records with Dynamic Prefill


Step 2: Select delivery method. 

For this example, we’re sharing our form link by email. Forms for Salesforce gives you the ability to select an individual record or generate links to update multiple records at once. 

Select delivery method for Salesforce record updates.


Step 3: Prepare your email. 

Now, you’ll need to add your list of recipients and body for your email. 

Make sure to insert the link to the prefilled form somewhere so that the recipient can access, review, and submit their data. To do so, select the ‘Hosted form link’ merge field and click the add (+) symbol.

Salesforce dynamic prefill email preparation

You’re ready to send! Once you hit the 'Send Now' button your email with the link to the prefilled form will be sent out to your clients. When your clients open the link, they’ll be able to quickly and easily review, alter, and submit their information for an automatic update of their Salesforce record. 

If you’re interested in learning more, you can check out the full tutorial here

Are you ready to simplify how you collect data and update your Salesforce org? Look no further than Formstack for Salesforce. Try our native solution for a hassle-free way to update records and improve client relationships. 

Imagine you’ve just wrapped up a project with a new client. They enjoyed working with your team and were pleased with the final result. Ultimately, they decide to contract with your organization for work on a secondary project.

Your team initiates their process for kicking off new projects, but this includes gathering data from the client. Your team already has a lot of the data needed to kick off the project within the Salesforce org, but new, project-specific information is needed and old information needs to be updated. 

You don’t want to bother your clients with endless forms requesting information you should already have, but that means your staff is manually updating Salesforce records as they hear of information changes from your client. What if there was a way to use the data you already have to pre-populate client forms to ensure accurate data collection and save time for your staff and your clients? 

This is easily accomplished with Formstack for Salesforce

Our Forms for Salesforce product offers a Dynamic Prefill feature where you can send your clients a link to a prefilled form populated with existing information from your Salesforce org. Using this link, your clients can review information, make necessary updates, and submit changes without having to manually enter information they’ve provided in the past. Once your clients submit the form, their data will be automatically updated within Salesforce. 

Updating records in Salesforce is as easy as 1-2-3. Here’s how it works in three simple steps. 

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce


Step 1: Turn it on. 

On your published form, navigate to “Publishing Options” and toggle on the “Dynamic Prefill Enabled” button.

Updating Salesforce records with Dynamic Prefill


Step 2: Select delivery method. 

For this example, we’re sharing our form link by email. Forms for Salesforce gives you the ability to select an individual record or generate links to update multiple records at once. 

Select delivery method for Salesforce record updates.


Step 3: Prepare your email. 

Now, you’ll need to add your list of recipients and body for your email. 

Make sure to insert the link to the prefilled form somewhere so that the recipient can access, review, and submit their data. To do so, select the ‘Hosted form link’ merge field and click the add (+) symbol.

Salesforce dynamic prefill email preparation

You’re ready to send! Once you hit the 'Send Now' button your email with the link to the prefilled form will be sent out to your clients. When your clients open the link, they’ll be able to quickly and easily review, alter, and submit their information for an automatic update of their Salesforce record. 

If you’re interested in learning more, you can check out the full tutorial here

Are you ready to simplify how you collect data and update your Salesforce org? Look no further than Formstack for Salesforce. Try our native solution for a hassle-free way to update records and improve client relationships. 

Imagine you’ve just wrapped up a project with a new client. They enjoyed working with your team and were pleased with the final result. Ultimately, they decide to contract with your organization for work on a secondary project.

Your team initiates their process for kicking off new projects, but this includes gathering data from the client. Your team already has a lot of the data needed to kick off the project within the Salesforce org, but new, project-specific information is needed and old information needs to be updated. 

You don’t want to bother your clients with endless forms requesting information you should already have, but that means your staff is manually updating Salesforce records as they hear of information changes from your client. What if there was a way to use the data you already have to pre-populate client forms to ensure accurate data collection and save time for your staff and your clients? 

This is easily accomplished with Formstack for Salesforce

Our Forms for Salesforce product offers a Dynamic Prefill feature where you can send your clients a link to a prefilled form populated with existing information from your Salesforce org. Using this link, your clients can review information, make necessary updates, and submit changes without having to manually enter information they’ve provided in the past. Once your clients submit the form, their data will be automatically updated within Salesforce. 

Updating records in Salesforce is as easy as 1-2-3. Here’s how it works in three simple steps. 

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce


Step 1: Turn it on. 

On your published form, navigate to “Publishing Options” and toggle on the “Dynamic Prefill Enabled” button.

Updating Salesforce records with Dynamic Prefill


Step 2: Select delivery method. 

For this example, we’re sharing our form link by email. Forms for Salesforce gives you the ability to select an individual record or generate links to update multiple records at once. 

Select delivery method for Salesforce record updates.


Step 3: Prepare your email. 

Now, you’ll need to add your list of recipients and body for your email. 

Make sure to insert the link to the prefilled form somewhere so that the recipient can access, review, and submit their data. To do so, select the ‘Hosted form link’ merge field and click the add (+) symbol.

Salesforce dynamic prefill email preparation

You’re ready to send! Once you hit the 'Send Now' button your email with the link to the prefilled form will be sent out to your clients. When your clients open the link, they’ll be able to quickly and easily review, alter, and submit their information for an automatic update of their Salesforce record. 

If you’re interested in learning more, you can check out the full tutorial here

Are you ready to simplify how you collect data and update your Salesforce org? Look no further than Formstack for Salesforce. Try our native solution for a hassle-free way to update records and improve client relationships. 

Imagine you’ve just wrapped up a project with a new client. They enjoyed working with your team and were pleased with the final result. Ultimately, they decide to contract with your organization for work on a secondary project.

Your team initiates their process for kicking off new projects, but this includes gathering data from the client. Your team already has a lot of the data needed to kick off the project within the Salesforce org, but new, project-specific information is needed and old information needs to be updated. 

You don’t want to bother your clients with endless forms requesting information you should already have, but that means your staff is manually updating Salesforce records as they hear of information changes from your client. What if there was a way to use the data you already have to pre-populate client forms to ensure accurate data collection and save time for your staff and your clients? 

This is easily accomplished with Formstack for Salesforce

Our Forms for Salesforce product offers a Dynamic Prefill feature where you can send your clients a link to a prefilled form populated with existing information from your Salesforce org. Using this link, your clients can review information, make necessary updates, and submit changes without having to manually enter information they’ve provided in the past. Once your clients submit the form, their data will be automatically updated within Salesforce. 

Updating records in Salesforce is as easy as 1-2-3. Here’s how it works in three simple steps. 

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce


Step 1: Turn it on. 

On your published form, navigate to “Publishing Options” and toggle on the “Dynamic Prefill Enabled” button.

Updating Salesforce records with Dynamic Prefill


Step 2: Select delivery method. 

For this example, we’re sharing our form link by email. Forms for Salesforce gives you the ability to select an individual record or generate links to update multiple records at once. 

Select delivery method for Salesforce record updates.


Step 3: Prepare your email. 

Now, you’ll need to add your list of recipients and body for your email. 

Make sure to insert the link to the prefilled form somewhere so that the recipient can access, review, and submit their data. To do so, select the ‘Hosted form link’ merge field and click the add (+) symbol.

Salesforce dynamic prefill email preparation

You’re ready to send! Once you hit the 'Send Now' button your email with the link to the prefilled form will be sent out to your clients. When your clients open the link, they’ll be able to quickly and easily review, alter, and submit their information for an automatic update of their Salesforce record. 

If you’re interested in learning more, you can check out the full tutorial here

Are you ready to simplify how you collect data and update your Salesforce org? Look no further than Formstack for Salesforce. Try our native solution for a hassle-free way to update records and improve client relationships. 

Imagine you’ve just wrapped up a project with a new client. They enjoyed working with your team and were pleased with the final result. Ultimately, they decide to contract with your organization for work on a secondary project.

Your team initiates their process for kicking off new projects, but this includes gathering data from the client. Your team already has a lot of the data needed to kick off the project within the Salesforce org, but new, project-specific information is needed and old information needs to be updated. 

You don’t want to bother your clients with endless forms requesting information you should already have, but that means your staff is manually updating Salesforce records as they hear of information changes from your client. What if there was a way to use the data you already have to pre-populate client forms to ensure accurate data collection and save time for your staff and your clients? 

This is easily accomplished with Formstack for Salesforce

Our Forms for Salesforce product offers a Dynamic Prefill feature where you can send your clients a link to a prefilled form populated with existing information from your Salesforce org. Using this link, your clients can review information, make necessary updates, and submit changes without having to manually enter information they’ve provided in the past. Once your clients submit the form, their data will be automatically updated within Salesforce. 

Updating records in Salesforce is as easy as 1-2-3. Here’s how it works in three simple steps. 

Read More: Top 4 Ways to Use Dynamic Prefill in Salesforce


Step 1: Turn it on. 

On your published form, navigate to “Publishing Options” and toggle on the “Dynamic Prefill Enabled” button.

Updating Salesforce records with Dynamic Prefill


Step 2: Select delivery method. 

For this example, we’re sharing our form link by email. Forms for Salesforce gives you the ability to select an individual record or generate links to update multiple records at once. 

Select delivery method for Salesforce record updates.


Step 3: Prepare your email. 

Now, you’ll need to add your list of recipients and body for your email. 

Make sure to insert the link to the prefilled form somewhere so that the recipient can access, review, and submit their data. To do so, select the ‘Hosted form link’ merge field and click the add (+) symbol.

Salesforce dynamic prefill email preparation

You’re ready to send! Once you hit the 'Send Now' button your email with the link to the prefilled form will be sent out to your clients. When your clients open the link, they’ll be able to quickly and easily review, alter, and submit their information for an automatic update of their Salesforce record. 

If you’re interested in learning more, you can check out the full tutorial here

Are you ready to simplify how you collect data and update your Salesforce org? Look no further than Formstack for Salesforce. Try our native solution for a hassle-free way to update records and improve client relationships. 

Lacey Jackson
Lacey is the Demand Content Strategist at Formstack focused on developing in-depth technical content about the Formstack platform for a variety of industries.
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