How to Pre-Fill Forms for Certificates & Feedback
Filling forms manually over and over again is slow, tiring, and leaves room for mistakes. This is especially true when you need to send certificates or collect feedback after events, workshops, or training sessions.
With **Formester, you can easily pre-fill forms for individuals or entire groups. You can even auto-fill certificates and generate ready-to-download PDFs in just a few clicks.
This guide shows you exactly how to do both, step by step, without any technical confusion.
Why Pre-Fill Forms for Certificates and Feedback?
Pre-filled forms save time and reduce errors. You avoid sending blank forms that require users to type information you already have. It also ensures names, emails, and other details appear exactly as they should, without mistakes.
If you create certificates, pre-filling form data helps. Your certificates will automatically fill in names, course details, and completion dates. No manual editing. No back and forth.
Option 1. Manual Pre-Fill (Best for Individual Forms)
Manual Pre-Fill is ideal when you are sending forms one by one to individuals, each with their details already filled in. Here is how to do it:
Step 1. Build Your Form Using the AI Form Generator
Log in to Formester and create your form using the AI Form Generator.
You can create a feedback form, certificate request form, or any type of form in seconds.
Step 2. Set Up Manual Pre-Fill
Once your form is ready, go to the Share tab at the top.
Look for the option called Pre-Fill Form Fields.
Select Manual Pre-Fill.
Formester will help you generate unique pre-filled links for each person.
You can fill in their details like name, email, course name, and more.
Step 3. Recall Pre-Filled Data in the Form
Select the field and pre-fill the data.
When the person opens the form using their unique link, the system has already filled in their information.
Option 2. API-Based Automated Pre-Fill (Best for Bulk Forms)
The API-Based Pre-Fill option is great for sending forms to many people. It also helps you get pre-fill data from tools like CRMs, Google Sheets, or databases.
Step 1. Build Your Form Using the AI Form Generator
Just like before, create your form in Formester using the AI Form Generator.
You can add fields for names, emails, course details, or anything else.
Step 2. Set Up API-Based Pre-Fill
After your form is ready, go to the Share tab.
Click on Pre-Fill Form Fields.
This time, choose Auto-Fill Using API.
Formester provides you with a ready-to-use script that connects your form to your data source.
You can fetch details from Google Sheets, CRMs, or other platforms.
-This method automatically fills in the form fields based on the information stored in your system, without manual work.
Step 3. Map the Fields and Set Up the Workflow
In your data source or API script, map the fields from the form to the correct values in your database or spreadsheet.
You can automate workflows to trigger emails, send confirmations, or update records when someone submits the form.
How to Auto-Fill Certificates with Formester
Once your form is set up with either Manual or API-Based Pre-Fill, follow these extra steps to auto-fill certificates:
Step 1. Connect Your Form with a PDF Certificate
In the Formester builder, go to the Advanced tab.
Select Connect with PDF.
Upload your blank certificate template as a PDF.
Step 2. Add Text and Image Elements to the Certificate
Place text or image elements anywhere on the PDF certificate.
Use the @ sign to pull in field inputs from the form.
For example, @Name will automatically insert the person’s name in the right spot on the certificate.
You can reposition and resize these elements to make the certificate look perfect.
Step 3. Download the Custom Certificate
After someone submits the form, go to the Results tab.
Click the three dots next to the submission.
Download the custom-filled certificate as a ready-to-use PDF.
It is fast, easy, and fully automated.
Save Time and Look Professional with Formester
Pre-filling forms and certificates is the fastest way to simplify your process. Whether you need to send one certificate or a thousand, Formester keeps your data clean, correct, and ready to go.
Ready to automate your certificates and feedback forms? Try Formester now and let your forms do the hard work for you.
