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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Prefill form fields fr...
Customer experience | Sales, Customer Insights,...
Suggested answer

Prefill form fields from a Contact and save as a new Lead

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Posted on by MichelleM 237
Is it possible to prefill a (real-time) form sent as a link in an email to Contacts, and to create a New Lead from that form submission linked to that Contact?
 
I thought this was the intended purpose of the new joint Audience and Prefill features, but I just seem to create blank leads every time.
 
Ideally what we want is to be able to send a form link in an email to Contacts. When the Contact opens the form it will be prefilled with their saved details from the Contact record (First Name, Last Name, Email, Business Phone, Address 1 fields) along with a few extra unmapped field questions. Then when they submit the form the submission will be linked to a newly created Lead, populated with the same Contact details (First Name, Last Name, Email, Business Phone, Address 1 fields) and linked to the original contact in the Parent Contact field...
 
Is this possible??
Categories:
Dynamics 365 Customer Insights - Journeys
  • Suggested answer
    surya narayanan Profile Picture
    surya narayanan 80 on at
    Prefill form fields from a Contact and save as a new Lead
    Step 1: Build a Real-time Marketing Form
    Go to Customer Insights – Journeys → Real-time Marketing → Forms
    Create a Lead generation form.
    Add fields:
    Contact fields: First Name, Last Name, Email, Phone, Address
    Additional fields (custom questions)
    Step 2: Enable Prefill and Audience
    In the form's settings, enable: Enable prefill
    Audience: Contacts
    Step 3: Configure Submission Behavior
    Under Submission → Lead creation, choose:
    Create new Lead
    Map Contact fields → Lead fields manually (this step is crucial!)
    First Name → First Name
    Email → Email
    Enable “Set parent contact” on Lead
    This ensures the new Lead inherits the Contact fields and gets linked.
    Step 4: Send Email Using Real-time Journey
    Use Customer Journey (Real-time) and design the email.
    Insert form link with prefill token:
    Use the dynamic link from the form record (or use Insert → Form link option).
    This adds the personalized token (ci_contact_key=...) for prefill to work.
    Step 5: Test It
    Send yourself a test email as a Contact.
    Open the link:
    Fields should be prefilled.
    On submit: a Lead is created, fields are copied, and the Lead is linked to the Contact in “Parent Contact”.
  • Suggested answer
    Holly Huffman Profile Picture
    Holly Huffman 6,212 on at
    Prefill form fields from a Contact and save as a new Lead
    Good morning, afternoon, or evening—depending on where you are in the world!
    Hope you're doing well.
     
    Yes, this is doable; there are a few key setup steps and limitations to be aware of.
     
    What’s Possible
    Using Customer Insights - Journeys, you can:
    • Send a real-time marketing form link via email to a Contact.
    • Use the msdynmkt_prefill token in the email link to prefill the form with known Contact data (e.g., First Name, Last Name, Email, Business Phone, Address 1).
    • Configure the form to create a new Lead on submission.
    • Link the new Lead to the original Contact via the Parent Contact field.
    This is the intended behavior of the Audience + Prefill feature in real-time journeys.
     
    Key Setup Requirements
    1. Enable Prefill on the Form:
      • In the form editor, go to Settings > Prefill and enable it.
      • You can also enable/disable prefill at the individual field level.
    2. Use a Real-Time Journey Email:
      • The email must include a link to the form with the prefill token (msdynmkt_prefill) automatically appended.
      • The token is valid for 30 days and only works if the recipient clicks the link directly from the email.
    3. Consent Requirements:
      • The Contact must have given consent for the Tracking purpose.
      • If consent is revoked, prefill will still work for up to 15 minutes due to caching.
    4. Form Submission Mapping:
      • In the form settings, configure the submission to create a Lead.
      • Ensure the form fields are mapped correctly to both the Lead and the Parent Contact relationship.
    Common Pitfall: Blank Leads
    If you're seeing blank Leads created, it’s likely due to one of the following:
    • The form was accessed without the prefill token (e.g., forwarded email or direct link).
    • Consent for tracking was not given or expired.
    • Field mappings were not correctly configured in the form submission settings.
     
    Note: I collaborated with AI to help craft this response and ensure it’s as accurate and helpful as possible.
    Hope this helps!

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