Create a SmartCapture form prefilled (prepopulated) with Salesforce data

Smart Capture allows you to easily create forms on your Cloud Pages to collect information about your subscribers and then use that data for future sends and campaigns. While creating a Smart Capture form doesn’t require any coding skills and can be done using only the drag-and-drop editor, adding a simple script to your form can significantly increase the user experience. Forms prepopulated with data can be used for any type of campaign, as long as you already have some data about your subscriber in your database. Subscribers are more likely to register for an event or a raffle when they don’t need to manually fill in all the form fields, and the only thing they have to do is to submit the form.

Create a SmartCapture form

The first thing you will have to do is to create a Smart Capture form on your Cloud Page. Depending on your requirements, you can either create your own Data Extension to collect data submitted by your subscribers or use the system Data Extension called CloudPages_DataExtension.

For the purpose of this tutorial, let’s use the system data extension and create a very simple form with three fields: First Name, Last Name and Email Address.

SmartCapture form on a CloudPage

Add AMPscript to retrieve Salesforce data

In this example, we will be retrieving Sales Cloud data to prepopulate the form using the RetrieveSalesforceObjects function. We will be looking up Contacts in Sales Cloud based on the Subscriber Key. Add the following code in a separate content area, above your Smart Capture form:

If you’re using Campaigns in Sales Cloud, which can admit both Contacts and Leads, you can extend your code with a Substring function, so that it’s able to correctly process both:

You can also use data stored in Marketing Cloud to prefill the form – just remember, that you will need to use the LookupRows function instead of RetrieveSalesforceObjects.

Prepopulate the data in the form

In order to add the data retrieved from Salesforce to your form, you will have to modify each of the form input fields separately. Click once on the Smart Capture form, and then once again on the field you wish to modify.

Now edit the field in the HTML view and add an inline display of the adequate field retrieved from Sales Cloud as the default value at the end of the HTML input tag:

Do this for all the fields that should be prepopulated with data. Publish your CloudPage and test it – the fastest way to test the form is to create an email with a button leading to your CloudPage and previewing the email against a subscriber, who is present in your Salesforce database.

You can also connect this form to a journey in Journey Builder to send a confirmation email to anyone who filled it in, update their Salesforce data or add them to a consecutive campaign.

Read more here about Using a Smart Capture Form as a Journey Builder Entry Event.

4 thoughts on “Create a SmartCapture form prefilled (prepopulated) with Salesforce data

  1. Trailblazer

    Great article!
    Could you please explain how can i retrieve the information customers are filling in the phone field bedore it goes to the CloudPage DE ?
    Cause i need to delete the leading 0 and adding ‘33’.

    Like

    1. Hi Trailblazer and thank you for your comment! This should be possible, but would require advanced development. If you’re up for it, Ivan’s article would be a good start: https://ampscript.xyz/how-tos/how-to-enhance-your-forms-with-ajax-and-ampscript/. If this, however, would be too difficult for you to implement, you could look into manipulating the data using SQL, after it has been upserted into the CloudPages Data Extension. Another possibility, is to create your own form, which would allow you to modify the data to your needs before upserting it into a Data Extension.

      Like

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