You can speed up the scheduling process and make it smoother by having the form filled out automatically with lead information, such as phone number, name, and email or any other form question by creating a unique Identified in invitee questions.
More importantly, the contact will be created as a potential lead as soon as they land on the page, without even waiting for them to fill out mandatory fields manually.
How to pre-populate contact information
Set up logic on your webpage and forward the following parameters to your destination:
Default parameters
Phone number parameters | [Your link]?iclosedPhone= |
Email parameters | [Your link]?iclosedEmail= |
Name parameters | [Your link]?iclosedName= |
If you'd like to combine parameters, it would look as presented bellow:
[Your webpage link]?iclosedPhone=12345678590&iclosedEmail=user@example.com&iclosedName=John+Doe
Custom parameters - Identifiers
This option enables you to pre-populate invitee questions on iClosed scheduling form. You can set this up in Event settings - Invitee questions or via Tracking menu - Event custom fields.
Here's how it works:
Here's an explanation on how you can pre-populate answers in checkbox (multiple selection) or radio button (single selection) formats.
First and foremost, the prefill data that will be forwarded to iClosed must be
URL encoded, and must match answers exactly as created on the iClosed form.
Checkbox format example
Identifier (custom parameter) = issues-materials
Answers on the form that will be pre-filled =
Backyard materials
None, all good
Multiple answers converted to URL encoding = Backyard%20materials,None%2C%20all%20good
[Your link]?issues-materials=Backyard%20materials,None%2C%20all%20good |
Radio button format example
Identifier (custom parameter) = invest
Answer on the form that will be pre-filled = Yes, let's do it!!!
Answer converted to URL encoding = Yes%2C%20let%27s%20do%20it%21%21%21
[Your link]?invest=Yes%2C%20let%27s%20do%20it%21%21%2 |
Embedding and pre-populating contact information
Simply add the invitee’s info to the URL as follows:
[yourdomain.com]/?iclosedPhone=
Add these parameters on your buttons, email, and SMS links and the embed will
automatically catch those during the redirection.
Pro tips
Pre-populating invitee information is a precondition for turning on Pre-qualified form skipping feature inside the Invitee Questions section in Events.
This feature is a perfect way for setting up quick calls with known leads, who are qualified already (learn more about it here).
Use cases
Transferring lead information from page A where website form is, via page B where VSL is, to page C where iClosed scheduler is
Transferring lead information from page A where website form is, via page B where VSL is, to page C where iClosed scheduler is
Here's how you can set it up:
1. Collect data on page A
On page A, ensure that the form fields (e.g., name, email, phone) are configured to capture the user's input. When the user submits the form, the data should be appended as URL parameters and passed to page B Example form submission URL:
yourdomain.com/page-b?iclosedName=John+Doe&iclosedEmail=john.doe@example.com&iclosedPhone=1234567890
2. Pass data through page B
On page B, ensure the URL parameters (name, email, phone) are preserved when the user navigates to page C.
When creating the button or link on page B that will lead to page C, append the parameters to the link:
yourdomain.com/page-b?iclosedName=John+Doe&iclosedEmail=john.doe@example.com&iclosedPhone=1234567890
3. Retain data on page B
Ensure the UTM parameters remain intact. If the user clicks a button or link to proceed to page C, include the URL parameters from Page B in the link leading to Page C.
yourdomain.com/page-c?iclosedName=John+Doe&iclosedEmail=john.doe@example.com&iclosedPhone=1234567890
4. Prepopulate form on page C
On page C, the iClosed scheduler will automatically use the UTM parameters to prepopulate its form fields if the parameters are correctly named and passed.
The scheduler form should already display their information:
Name: John Doe
Email: john.doe@example.com
Phone: 1234567890
Pro tips
Kindly note that some website builders or CRM's used for hosting webpages will block transferring of such parameters.
Therefore, before you start building it, please check their documentation and confirm of the capturing of user inputs on webforms is possible.
Example Use Case
Lead fills in their name, email, and phone on page A and clicks "Next or Continue".
Lead is directed to page B with the following URL:
yourdomain.com/page-b?iclosedName=John+Doe&iclosedEmail=john.doe@example.com&iclosedPhone=1234567890
They watch the video on page B and click "Continue" to be redirected to page C
yourdomain.com/page-c?iclosedName=John+Doe&iclosedEmail=john.doe@example.com&iclosedPhone=1234567890
On page C, the form is prepopulated with the user's information.
Pre-populating form fields from email campaigns
Pre-populating form fields from email campaigns
Include iClosed scheduler link or the webpage where the link is embedded
Ensure you have the URL to the iClosed Scheduler or the webpage where the scheduler is embedded. This is the destination link you’ll include in your email campaign.
yourdomain.com/scheduler
Create a Prepopulated iClosed scheduler link
Include the email address in the URL using the parameter
iclosedEmail.yourdomain.com/scheduler?iclosedEmail=lead@example.com
If you want to prepopulate additional fields (like name or phone), include those parameters as well:
yourdomain.com/scheduler?iclosedEmail=lead@example.com&iclosedName=John+Doe
Set up dynamic email links
Step three is optional, but highly recommended if your email campaign involves a large audience or if personalization is critical. If you’re sending emails via platforms like Mailchimp, HubSpot, or ActiveCampaign, dynamic links allow you to leverage their built-in placeholders (e.g.,
*|EMAIL|*) to insert lead data.
Personalized campaigns:
If you want each email to contain a unique, prepopulated scheduler link with specific information for each recipient (e.g., their email address or name), dynamic email links are necessary.
Generic Campaigns:
If you’re targeting a small audience or do not need personalization, you can use a generic URL (e.g., just the scheduler link without pre-population).
Learn more