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How to Pre-populate User-Facing Fields with Gate Editor Values

Automatically fill form fields with predefined values from gate editor settings to improve user experience and increase completion rates.

In Formulayt, you can configure gate editor fields to give marketers additional control over form submissions by setting field values.


Why pre-populate form fields?

Gates are often associated with specific campaigns, pages, or products. By using gate editor fields to pre-populate user-facing fields, you can:

  • Save users time when completing forms

  • Increase form completion rates

  • Improve user experience by reducing data entry

  • Maintain context between the landing page and the form

For example, if a user visits a product-specific landing page, you can automatically select that product in a dropdown menu when they open a form.
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Prerequisites

Before setting up field pre-population, you'll need to:

  1. Create a gate editor field (e.g., Suggested_Product)

  2. Set the appropriate value for this field when creating or editing each gate

Setting up pre-population rules

Create this rule on the user-facing field you want to pre-populate (in this example, a product field):
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Step 1: Configure the rule trigger

Trigger: Set to run on form load

This setting works because the Suggested_Product value is already determined by the gate editor before the user sees the form, so we only need to run the rule once when the form first loads.
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Step 2: Define the conditions

Conditions (IF):

  • Field: Suggested_Product

  • Condition: has a value

This checks if the gate editor has provided a suggested product value for this particular gate.
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Step 3: Configure the actions

Actions (THEN):

  • Action: Change the value of this field

  • Value: Suggested_Product

This copies the value from the gate editor field (Suggested_Product) to the user-facing field (product).
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Common use cases

This technique works well for many different scenarios:

  • Preselecting products or services based on landing page context

  • Setting default values for industry or department based on campaign targeting

  • Pre-populating form types or categories based on where the gate appears

  • Setting interest fields based on content topics

Best practices

  1. Always ensure that users can change the pre-populated value if needed

  2. Test your gates to verify that pre-population works as expected

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