How to pre-populate invitee answers in routing forms

Improve your invitees' experience by using Calendly routing forms to pre-fill info like name and company, saving them time and personalizing the process.

Routing also helps reduce mistakes and ensures invitees finish the form quickly. Overall, pre-filled forms make the scheduling experience faster and more enjoyable for everyone.

How to pre-populate Calendly routing forms

1. From your Calendly Home page, select Routing. 
2. From your list of routing forms, select Share on the routing form you’re sharing with your invitee.
3. Select Copy link. 
   
4. Paste the link into an email, SMS app, or text editor.
5. Add "?" at the end of the link.
   • This action initiates the string of information you will append with the link. If there's already a variable or value added at the end of your link, continue to step 6. 
6. Add the desired field/answer to the routing form URL using the question number (like "a1", "a2", etc.), followed by "=" and the user information.
   • For example, to pre-fill the user's name as the first question, the URL would look like: ‘.../routingformurl?a1=UserName’. Check the full URL syntax list below for more details.
7. To add space between words, enter "%20".
8. To add more answers to the URL, type "&" followed by the next question numbers ("a2," "a3," etc.) and the user info. 
   • Example: ‘.../routingformurl?a1=FirstName%20LastName&a2=English’

Routing form URL syntax

When adding invitee answers to your routing form URL:

• Use "?" to start the string of information you will append to the URL.
• Use "a1","a2", etc. for the specific question number on your routing form. 
• Use "=" before adding the corresponding user information/answer.
• Use "%20" to add space between words.
• Use "&" to append additional answers to the URL. 
• Use "autofill=true" at the end of a URL to automatically submit and route an invitee to a pre-configured destination based on the answers.
  • (i.e. ‘.../routingformurl?a1=FirstName%20LastName&a2=English&autofill=true’)
• All answers are case sensitive. When inputing the answer into the URL, ensure it matches how it's displayed on your routing form.
  • (i.e. English > a2=English)

Example

URL

https://calendly.com/d/ckv-s89-f7j?a1=Susan%20Smith&a2=School&a3=9%20or%20less&a4=Chemistry

Pre-populated Routing Form