Auto populate data and allow customers to update

Joseph Burak · 04/05/21

Hi! I work for a membership based trade association and I'm trying to build a form that would allow me to share profile information on file with our customers (member companies) and then allow them to update outdated information. For example, I would auto populate contact information, # of employees, etc. and they would indicate if the information was accurate (or not, by providing updates).

I could always send them a blank form requesting the information and match responses against our records, but that's a lot of extra (and seemingly needless) manual work. Plus I think our response rates will be higher if they only need to update what's inaccurate.

Make sense? Thanks for any help you all can provide!

Andrée Starå · 04/05/21

Hi @Joseph Burak

I hope you're well and safe!

Three options come to mind.

Dynamic View
Automatic recurring Update Request asking them for new information.
If they have a member number, we could structure a solution to request an update when needed.

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Andrée Starå · 04/05/21

Hi @Joseph Burak

I hope you're well and safe!

Three options come to mind.

Dynamic View
Automatic recurring Update Request asking them for new information.
If they have a member number, we could structure a solution to request an update when needed.

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Paul Newcome · 04/05/21

I personally use #2 with #3 as a "back-up" option.

Joseph Burak · 04/07/21

Thank you both - yes this helps be tremendously. I ran some tests the other night and it worked! Now to actually deploy.

Andrée Starå · 04/07/21

@Joseph Burak

Excellent!

You're more than welcome!

Which method(s) did you end up using?

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Auto populate data and allow customers to update

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