Jotform allows you to “pre-populate” fields in a form. In other words, if your Jotform URL is jotform.com/myform, you can add an email field to the form, and if a client opens jotform.com/[email protected], the email field will be auto-populated to be [email protected].

Additionally, you can make that field hidden in the form for greater elegance (the email will be submitted when the client submits the form, but it will be invisible in the form).

Copilot customers can use a custom app to dynamically pass-through a client’s email address to the form as described above.

Here’s a demo video of this what this looks like:

Screen Recording 2024-07-29 at 1.34.01 PM.mov

What you need:

Steps to follow:

  1. Fork this github repo into your Github account
  2. Make a new project in Vercel, link it to the new Github repo you just created
  3. Create a new custom app in Copilot and write down the API key
  4. Save that API key in the COPILOT_API_KEY env var in the Vercel project
  5. Replace the URL here in the code your own Jotform URL (and update the email query parameter if needed to match the Unique name of the field in their Jotform)
  6. Deploy the app in Vercel
  7. Update the URL of the custom app in Copilot to that of the app you just deployed in Vercel