How to Create Pre Filled Forms & Surveys in Formester
Filling out forms can be boring and take a lot of time. This is especially true when users must enter the same information repeatedly.
Pre-filling some fields in feedback forms, registration forms, or company surveys can save time. It can also reduce errors and make the experience better.
A pre-filled form automatically inserts specific information before it reaches the user. This makes the process faster and improves accuracy. In this guide, we’ll walk you through how to create a pre-filled form in Formester.
What Are Pre-Fill Fields?
Pre-fill fields allow you to pre-load information into specific fields of a form before sending it out. Instead of requiring users to manually enter these details, you fill them in beforehand to make the process smoother.
Why Use Pre-Fill Fields?
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Save time by reducing the number of fields users need to complete.
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Make sure accuracy by pre-filling important details like names, emails, or project information.
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Improve user experience by making forms quicker and easier to fill.
Examples of Pre-Filled Forms in Action
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HR Performance Reviews: HR teams can fill in employee names, job titles, and departments. This way, managers only need to assess performance.
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Client Feedback for Agencies: A marketing agency can fill in project details. This way, clients only need to give their feedback.
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Event Registrations: If you have attendee details, you can fill in their names and email addresses in the form.
How to Create a Pre-Filled Form in Formester
Follow these easy steps below to pre fill your forms and survey with relevant information:
Step 1: Select or Create Your Form
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Log in to Formester and open the form you want to use.
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If you don’t have a form yet, you can:
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Create one from scratch.
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Use Formester’s AI Form Generator to generate a form with a simple prompt.
Step 2: Access Pre-Fill Fields
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Once your form or survey is published, head over to the Share tab.
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Then go to the Pre-Fill Fields tab.
Step 3: Choose and Add Pre-Fill Details
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Click on Add pre fill form,
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Select the fields you want to pre-fill,
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Enter the values you want to be automatically filled in the form.
Example Scenario: A marketing agency collecting client feedback can pre-fill:
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Project Name: "SEO Campaign 2025"
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Client Name: "John Doe"
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Email: "[email protected]"
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Project Duration: "6 months"
This way, when the client opens the form, they don’t need to enter this information themselves.
Step 4: Generate the Pre-Filled Link
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Once all necessary details are added, click on "Generate Form Link."
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Formester will create a unique pre filled link that includes the pre-filled details.
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You can copy and share this link via email.
Step 5: Share and Review the Pre-Filled Form
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Send the pre-filled form link to your audience.
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When they open it, the pre-filled fields will already have the correct details.
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The user only needs to complete the remaining fields before submitting the form.
Why Use Pre-Filled Forms? Pre-filled forms are useful in many scenarios, from surveys to business workflows. Here’s how they help:
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Saves Time: Users don’t have to enter repetitive information.
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Reduces Errors: Pre-filling important details like names and emails prevents typos and mistakes.
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Improves User Experience: Forms become easier and faster to complete, increasing response rates.
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Improves Data Consistency: By pre-filling key details, you ensure accurate and standardized data collection.
How to Use Pre-Filled Forms?
There are many ways businesses and individuals can use pre-filled forms. Here are a few real-world applications:
Employee Performance Reviews HR teams carrying out performance reviews can Pre-fill employee name, department, and job title so managers only need to add ratings and comments.
Client Feedback for Marketing Agencies A marketing agency that wants to collect client feedback on completed projects can Pre-fill project details (campaign name, duration, and objectives) so clients don’t have to enter them manually.
Event Registrations & Surveys You’re organizing an event and need attendees to confirm details. You can Pre-fill attendee names, company names, and emails based on previous registrations.
Order & Support Request Forms A business receives customer inquiries and needs users to submit requests. They can Pre-fill customer details (name, email, order number) to make the request process smooth.
Best Practices for Pre-Filled Forms
To get the best results when using pre-filled forms, follow these tips:
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Only pre-fill necessary fields: Too much information can overwhelm users.
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Test the pre-filled form before sharing: Make sure that all the details appear correctly.
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Use different links for different users: Generate unique links for different customers or employees to personalize the experience.
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Provide clear instructions: Let users know what details are already filled and what they need to complete.
Conclusion
Pre-filled forms in Formester can save time, reduce errors, and improve user experience. Pre-filled fields make it easier to gather feedback, manage employee reviews, and collect event registrations.
By following the simple steps above, you can create and share pre-filled forms effortlessly. Try it today and see how much easier form-filling can be!