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The Autofill feature allows to pre-populate some of the form questions on behalf of respondents. You can also pre-populate hidden questions, and later use the autofilled data to set up a filter in reports or to track respondents.

To set up Autofill, follow the steps below:

  1. Create a .CSV (comma separated values) Data file in UTF-8 encoding containing information you want to import.

The CSV File requirements:

  • This file should not contain the field headings (such as Email, Name, etc.).

  • This file must contain the Email field. You can use only Latin alphabet and numbers (a-z, A-Z, 0-9) for correct email address syntax. Do not use spaces or any other symbols (like &$ ; ,etc.). Your form/survey will be sent to the email addresses indicated in this field.

  • If you send the same form/survey later using the option Email form to addresses I enter manually to email addresses indicated in the data source file, the autofilled information associated with them will be removed.

  • Only commas can serve as delimiters/list separators (If your file contains other separators, you may need to change Regional Settings on your computer).

  • If you autofill questions of Multiline or Single Line types, or text fields of other question types, no more than 1024 characters can be imported. The characters that exceed this limit will be cut off.

2. Select a form to import the Data to.

3. Bring the form questions in correspondence with the fields of the Data File you are going to import.

  • It is recommended to place the questions you autofill at the beginning of your form/survey.

  • To autofill open ended questions, use a separate answer line for each field to be imported. For example, you can have only one Single Line question asking about 'demographic' information (name, email address, age etc.). The question will have three answer options, which correspond to three separate columns in the data file.

  • When autofilling the Single Line, Multiline, 'Other' fields, place the quotation marks around the comment, if the text includes any delimiters (such as , ; |, etc.)

  • To autofill questions with predefined answer choices where 1 selection is allowed, specify the exact label of the answer option which should be selected. For instance, if you are going to import information about respondent's gender and your answer choices are 'Male' and 'Female', the 'Gender' field of your data file should contain only one of these labels.

4. Go to the Forms/Surveys > Launch page.

5. Click on the Send email invitation with individual Survey links option.

6. Choose Import email list for bulk form distribution option under the second step and click the Format Data File button.

7. Specify the questions to which the data should be imported. To do it, select the questions in the Accessible Form Questions column and add them to Autofill These Questions column. Your import file has to match this structure.

8. Indicate the number of the column, which stores Respondents' Emails. If you need to send more than one unique link to the same email address, use Allow duplicate email addresses feature, and specify the number of the file column which stores unique codes (passwords).

9. Select the Overwrite option if you wish to allow respondents to edit the pre-populated data. If this option is not selected, your respondents will be able to see the autofilled data (if the questions are visible) but won't be able to edit it.

If the question is hidden, the Overwrite option will automatically unhide the corresponding question on the Questions page. If you would like to hide the question, you should first apply the settings on Format Data File page and after that activate the Hide option on the Edit Form/Survey page.

10. Make sure your file has the same number of fields as listed below on the Format Data File page. For instance, if you need to autofill a Single Line question with three answer options, and a Pick One or Other question, your file should have four columns:

11. Click the Save button to save the Autofill settings.

12. Click Back to return to the Email Form/Survey page.

13. Import your Data File and click Send Email.

See the table to know how each question type is autofilled:

Type of Question

How to Autofill

Number of Columns in the File

Section Header

Does not have answer fields, so is not supported


Pick One or Other

Specify the exact text of the selected option

1 field for the answer, 1 for 'Other' text

Pick One or Comment

Specify the exact text of the selected option;
Comment field cannot be autofilled


Check All that Apply

Specify the responses as 0 or 1 (0 - unselected answer, 1 - selected answer).

As many as answer options in the question;
a separate field for 'Other' text

Dropdown Box

Specify the exact text of the selected option


List Box

Specify the responses as 0 or 1 (0 - unselected answer, 1 - selected answer).

As many as answer options in the question

Single Line text with Pre-format Options

Specify the answer to each question field in a separate column

As many as answer options in the question

Multiline Text Response

Specify the text that should be autofilled.


Rate Different Items along the Scale of Your Choice

Specify the number of the selected column for each answer option

As many as answer options in the question

Compare One Against Another

Specify the rating of each answer (how many times it was selected)

As many as answer options in the question

3D Matrix

not supported; can be autofilled using the Autofiller for Matrix Questions plugin


Numeric Allocation

Specify the numeric value for each answer

As many as answer options in the question plus the Total field.
The total can be left empty as it is calculated automatically.

Object Lookup

Specify the Unique Key of the selected data object


Multiple Object Lookup

Specify the Unique Keys of the selected data objects

1 (multiple objects should be separated with the | symbol)

File Upload

 To pre-fill the File upload question type, use the following methods:

  1. Upload a .CSV file with the list of the links to files.
    Two types of links are supported - http/https or ftp links. For instance, ftp://user:password@path/image.jpgThe Link to the files must contain the file extension.
    This is the correct format of the link: http://domainname/image.jpg 

    Please note that only the following types of files are supported:

    • .PNG, .BMP, .JPG, .GIF - it is possible to upload, view and download files of these types;

    • .TIFF images - only upload and download options are available;

    • .PDF, .DOC, .PPT, .XLS, .AVI, .MP3 - only upload and download options are available.

    In case it is impossible to download the file (for instance, a link to the file is broken,
    or the file download/upload is too slow), the system will skip this file.

 As many as answer options in the question

ℹ️ Here is the information stored in your Data Source, which you want to import to your form:

Previous Ratings



Phone Number


Attended Trainings on


Company policy

Product overview

Work processes

Best Practices


John Smith



Wednesday, Friday

Carly Marks

Very Good


Very Good

Very Good


Barbara Brown



Monday, Tuesday

Alexa Obrien


Very Good




Peter Young



Wednesday, Thursday, Friday

Brynn Boyd



Very Good



Mary Jordan




Tara E. Cherry



Very Good



Helen Williams



Tuesday, Friday

John Burns


Very Good




Your form questions, which will be pre-populated may be set up like this:

Your .CSV Data file should be configured the following way:(Note that the order of Data file fields corresponds to the order of questions):

Your Format Data File page settings will look like this:

If you use the Autofill feature together with Logic transitions, please note that Autofilled data will not be displayed in reports if respondent skips autofilled questions while filling out a form. To avoid this, place the autofilled questions at the beginning of your form, and make sure that logical transitions do not affect them.

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