You can pre-fill fields in a custom intake by passing values in the intake URL. When someone opens the intake link with the correct query parameters, the corresponding blocks are automatically populated.
This is useful when you already know certain information about the applicant, such as company name, contact details, or coverage selections, and want those fields filled in automatically when the intake opens.
This feature requires a basic understanding of HTML, URL query parameters, and using browser developer tools (such as Chrome DevTools). If you’re not comfortable working with these tools, we recommend involving your webmaster, developer, or IT team when implementing URL parameter autofill.
How it works
When the intake loads, each question checks the page URL for a matching query parameter. If a matching parameter is found, its value is automatically applied to that question.
The match is based on the question's param key. You can determine a questions' param key as follows:
Short and long answer questions: Open Chrome DevTools in your browser an inspect the question's input
Multiple choice and multifield questions: The question may have a blue chip at the bottom with a specified param key (e.g. company_or_person or insured_person_full_name). Otherwise, the param key is the "sluggified" text of the question (e.g. "Where did you hear about us?" will be "where_did_you_hear_about_us?")
Supported question types
Short Question and Long Question questions
Use a single parameter value for text responses.
Format:
?param_key=value
Example:
Result:
insured_name fills the “Full company name” question with “Acme Corp”
insured_email fills the “Email” block with john@example.com
Multiple Choice blocks
Use a parameter value that matches one of the block’s choice labels. Matching is case-insensitive, and spaces or apostrophes are normalized.
Format:
?param_key=choice_value
Example:
If a block titled “Coverage Type” has choices Basic, Standard, and Premium, you can preselect Premium with:
The value Premium will match the corresponding choice and automatically select it.
Multiple Field blocks
Multiple field blocks allow you to populate several fields within the same block. Each field can receive a value using a field label and value pair using field_label:value.
Format:
?param_key=field_label:value
Example:
If a block titled “Contact Info” contains fields Name and Phone, you can populate both fields like this:
Result:
name:John Smith fills the Name field
phone:555-1234 fills the Phone field
The part before the colon must match a field label in slug form.