Pre-populating your lead form with existing data using query parameters

If you're sending your Scorecard to an existing user or list of users, and you already have details such as name and email address, you can pre-populate that information into the lead form using query parameters. By adding this information to the link that you send to your users, you can speed up the process for them and increase the likelihood that they'll progress through your Scorecard.

Pre-populating Name and Email Address:

If for example your quiz url is https://example-quiz.scoreapp.com you can pre-populate the name and email address by appending query parameters to your URL as follows:

https://example-quiz.scoreapp.com?first_name=John&last_name=Smith&email=john.smith@example.com

In the example above, replace "John" with the user's first name, "Smith" with the user's last name, and "john.smith@example.com" with the user's email address. And of course replace the first part with your quiz url.

You can also use query parameters independently if you only have one piece of information, like just the name or email address. For example:

To pre-populate only the first name:

https://example-quiz.scoreapp.com?first_name=John 

To pre-populate only the email address:

https://example-quiz.scoreapp.com?email=john.smith@example.com

This also works whether you're directing somebody to a specific landing page or even the questions page for example:

https://example-quiz.scoreapp.com/p/new?email=john.smith@example.com

https://example-quiz.scoreapp.com/questions?email=john.smith@example.com

If your lead form is set to show at the end of your quiz questions these query params will still be passed through the quiz and will pre populate your lead form in the same way as if the lead form is on your landing page.

Finding the key for your custom fields

The above example shows how to populate the three default fields all Scorecards are setup with however if you have any additional custom fields you will need to ensure that a key has been setup for them.

To do this head over the lead form settings in the dashboard:

Then select the edit icon for the field:

In the popup that appears click on me 'more settings' and you can check to see if the key for the field has been set, if it's empty then you can enter 'phone' or something similar as the key. The key name doesn't need to match the field label in case you have a number of fields with similar names. For example if you have fields labelled Home Phone Number and Mobile Phone Number the key names could be 'home_phone' and 'mobile_phone'.

An example URL including the 'phone' field in the example above will look like this:

https://example-quiz.scoreapp.com/start?first_name=John&last_name=Smith&email=john.smith@example.com&phone=01234567890

Or perhaps you want to include a field with the key 'country'

https://example-quiz.scoreapp.com/start?first_name=John&last_name=Smith&email=john.smith@example.com&phone=01234567890&country=Spain

Setting Up Pre-populated Links with Merge Fields in your CRM or Email Platform:

This way of building up a link with query params should be easily achievable using what are often referred to as 'merge fields' within your chosen crm or email platform.

1. Identify the merge fields in your CRM that correspond to the user's first name, last name, and email address. Merge fields are placeholders that dynamically pull data from your CRM records. They typically look like this: *|FNAME|* , *|LNAME|* , and *|EMAIL|* .
2. Insert the merge fields into the query parameters of your Scorecard link, replacing the placeholder values for first name, last name, and email address. For example:

https://example-quiz.scoreapp.com?first_name=*|FNAME|*&last_name=*|LNAME|*&email=*|EMAIL|*

3. Add the personalized link to your email template or marketing automation system. When the email is sent, the CRM will replace the merge fields with the actual user data, pre-populating the lead form for each recipient.