Updating personal typeform

Hi @BOC We don’t have this feature exactly available in our forms, but @john.desborough might have a workaround for you!

@BOC - this is a slight variation to what @Michael.Tanriyo provided ( @Liz )

if you are using a CRM with the data, you probably have the ability to send an email to your clients and include the name/value pairs of the data you want to validate as ‘hidden fields’ being passed into the typeform. 

something like this: 

https://yourdomain.typeform.com/to/jNVGQmtk#v_firstname=xxxxx&v_lastname=xxxxx&v_company=xxxxx&v_email=xxxxx&v_phone=xxxxx&v_reponsibility=xxxxx

where the xxxxx strings would be replaced with the appropriate indicators for your CRM to include the field ie {{subscriber.firstname}} might be the way you would need to do that for your CRM/ESP

that way, all the data you want to have validated (i only used a sample set of potential fields) is passed to the Typeform.

in the typeform, you can have a series of questions that say something like “this is what we have on file for this element, please update the info if this is incorrect”

i created a little test file with NO logic rules at this link to show one way that I have done this for other clients 

what you would need to do after this type of entry method is to create the logic rules to ensure that you had any updates identified (ie does a non-blank answer to a question exist and is it different to the current info in the hidden variable) and then map the data to the CRM to update the record. 

@Michael.Tanriyo - with your google sheet method, you can use Document Studio - an add-on - to send the emails out to the user along with the link to click to get into the typeform in a similar fashion. 

cheers

des

Hi @john.desborough, thank you for sharing it help a lot. I'm currently learning how to maximize Document Studio, just found out about it  4 or 5 days ago.

i still struggling when it come about the email system because majority of our client is either didn't open their email / don't know the email address / even forgot the password. 

Hi @Michael.Tanriyo You probably have this in your form already, but if not, it may be worth mentioning to your respondents somewhere in the form (most likely near the ending) that they need to check their email to receive the results. It may also help to bold that text!