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Customizing form for each recipient via email

  • December 21, 2023
  • 1 reply
  • 49 views

Im attempting to replace our new client email with a form. Currently we just have a template of the email we update before sending to each client, the opening is “Good (time of day) (name)!” with a following “Your appointment is booked for (date) at (time) with (stylist)”. Is it possible to update the form to be personalized for each recipient? 

Best answer by Liz

Hi @team ananda Happy little Friday! You could definitely do this using our recall and hidden fields feature. 

First, you would need to pass in their information using hidden fields. If you’re using a CRM to send the emails, then you would use a method like this

Next, you would then show the personalized information in the form by using our recall feature. 😁

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Liz
Community Team
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  • Tech Community Advocate
  • 14960 replies
  • Answer
  • December 21, 2023

Hi @team ananda Happy little Friday! You could definitely do this using our recall and hidden fields feature. 

First, you would need to pass in their information using hidden fields. If you’re using a CRM to send the emails, then you would use a method like this

Next, you would then show the personalized information in the form by using our recall feature. 😁


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