Variables for better FF user experience
I would like FF to remember a user across forms. So for example, they take a quiz, then make a purchase or sign up for something. It should remember their name, email, and quiz result across forms, Fluent Cart, and Fluent CRM.
Is this possible?
FluentCRM could be a central repository for this user data, per user. Or if not logged in, then a temporary session cookie to hold this data while they engage with the site?
Lee Busch I think you can get pretty close to this using FluentCRM data as the default value for fields. You can use something like {fluentcrm.email} as the default value to pull data from FluentCRM for the currently logged in user. You can also use other keys like {fluentcrm.first_name} or {fluentcrm.yourcustomfieldslug}
Any data you want to be able to pre-populate elsewhere you can push to native or custom FluentCRM fields.
Hope that helps 🌟
Jesse Benjamin Thank you! But is that only for logged-in users? The site I'm working on never has logged in users. This would be visitors being marketed to, taking quizzes, subscribing to lists, etc.
Lee Busch you could look at using cookies with {cookie.cookie_name} but I suppose you'll need to be setting those cookies somehow, and won't have persistence across device.
Another option for when you're sending emails via FluentCRM is to add query parameters to links in the emails, and then reference them in the form using {get.parameter_name}. So you might add a link to your email like example.com/page?first_name={{contact.first_name}} which will fill in that placeholder from the CRM first name field.
Then in the form that's on that page, you can set the default value to {get.first_name}. The downside here is that you'll be requiring users to access that page directly from the link in the email to have those fields properly pre-filled.
Jesse Benjamin Thank you! OK, so based on this, perhaps creating new PHP code that sets a cookie to store a quiz result (within their visit session) would then allow me to use their quiz outcome in another Fluent Form, like a sign-up form. That would be helpful. But it would be better for FF to provide this natively!
And some browsers or blocker plugins might prevent this cookie strategy from working?