To allow the forms to be pre-filled with already collected data, we need to map our form sent via SMS or email with the Excel file that stores names, email addresses, phones, etc.
This process is similar to datasource mapping although a few steps differ.
¶ 1. Creating and setting the global form
Then we need to choose the correct type and add the variable name to it, which is needed for the mapping
Then we switch on Mapping
¶ 2. Starting Campaign
After this step, we create a campaign and pick the Excel file as a source of contact information. Then we map our Excel fields with email and phone columns:
¶ 3. Mapping
In the third step, we insert the landing page link and set our variables correctly:
Then click Apply changes and Save changes.
