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Pass lead information to Gist using URL parameters

By Jitta

Updated 6 days ago

Important: This feature is meant for advanced users who are familiar with using query string values. We currently do not provide support beyond ensuring that the feature is working as expected, passing lead data as query string values.

If you are looking to pass your lead or subscriber data to your redirect URL, Gist can do that for you. This guide helps you understand what URL parameters are, why they are important for your business, and how you can use them on Gist.

Why are URL parameters important?

URL parameters are a way to pass information about a click (and the user who clicks and visits that URL) to Gist. 

Since Gist tracks your user data, using URL parameters ensure that your subscribers' details are automatically passed on from the form they submit, to the Gist tracking platform, and consequently, Gist automatically identifies the users and their properties. These properties are then automatically populated on the People page, readily available for you to use for segmenting or tagging, or email marketing purposes. 

How to pass URL parameters from your Gist forms?

Here's a brief guide to show you how this works, and to help you set up a success redirect URL when a subscriber submits a Gist form on your website, and to automatically pass lead data to the URL as query arguments.

Step 1 - Create a new form/Edit an old form

If you're creating a new form, click on the 'New Form' button and get started. But if you want to add URL parameters for a form that is already created, you can always edit the form.

Step 2 - Choose your redirect URL

If you want to make changes to the form and its fields, you can do that. But if you just want to pass URL parameters, you can skip straight to the 'Post-Signup' section and then in the box that says 'Redirect URL' enter the URL you wish to redirect your subscribers to, as soon as they submit your form.

If you already have a page on your website with a custom design welcoming your subscribers, you can enter the URL of that page. 

Step 3 - Enable the option to send subscriber data

In the same 'Post-Signup' section, you will see a check box saying 'Send subscriber data to post-submission page'. Check this box to enable Gist to pass URL parameters from the form to the redirect URL.
Once you're done with this step, save the changes to your campaign and that’s it! The URL query parameters will be sent to Gist, and the subscriber's data will captured automatically. 
The user's email is passed to the query argument as email, and the name passed to the query arg (if the name field is enabled) is first_name and last_name, etc.
You can also pass parameters such as Plan, User ID, if you enable those fields in the form. 
For example, if your redirect URL is https://example.com/thank-you, then once you enable this option, the URL changes dynamically based on your subscriber's data as shown below.

This way, Gist automatically learns the name and email address of a user, and the tag that needs to be applied to them.
Note that these parameters are set by Gist by default, and cannot be modified. 
If you have any questions about any of this, feel free to reach out to us via chat.

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