Skip to main content

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.

Updated over 2 months ago

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.
​

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):
​

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.
​

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.
​

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).
​

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

Did this answer your question?