Sticky Contact in Forms, Surveys, and Calendars

Modified on: Wed, 4 Dec, 2024 at 11:49 AM

This article explains the Sticky Contact feature in HighLevel forms, which simplifies the form-filling process for repeat users by pre-filling previously entered information. Learn how to enable this feature, troubleshoot issues, and use it effectively.

TABLE OF CONTENTS

What is Sticky Contact?
How Sticky Contact Works
Best Practices and Use Cases
Where to Find and Enable Sticky Contact
Troubleshooting and Common Issues
Frequently Asked Questions
Related Articles & Resources
Next Steps

What is Sticky Contact?

Sticky Contact is a feature in HighLevel forms that uses cookies to store and retrieve data previously entered by a user. This allows fields like name, email, or phone number to be pre-filled on subsequent visits, providing a smoother user experience.

How Sticky Contact Works

Sticky Contact stores a contact's form submission data in browser cookies so the data can be transferred to another form, survey, order form or calendar widget.

Imagine you have a lead magnet form that requires only an email to claim the offer and you want to redirect users after they submit that form to a longer form that asks for more details, but you don't want the user to have to re-enter their email address. Turning on Sticky Contacts will automatically pre-populate the email field in the second form, reducing friction for the user.

Time-Limited: The cookies have an expiration period, typically defined by the browser or the website’s settings.
Browser-Dependent: If a user switches browsers or devices, Sticky Contact won’t carry over.

NOTE: Sticky Contact mimics browser autofill functionality but operates directly through cookies within the form's ecosystem.

Best Practices and Use Cases

Best Practices

Works best if your prospects/customers are filling out forms, surveys, or calendars on their own devices.
Use Sticky Contact for multi-step forms to save users time.
Combine Sticky Contact with Conditional Logic to pre-fill relevant fields dynamically.
Avoid enabling Sticky Contact for forms on shared/public devices to prevent unintended data exposure.

Use Cases

Recurring Event Sign-Ups: Sticky Contact helps returning attendees fill out their details quickly.
Customer Portals: Enable Sticky Contact for smoother navigation and order management.

⛔ DON'T use Sticky Contact if:

- Your internal team members are filling out a form/survey/calendar widget on behalf of your customers.

- Multiple customers are going to fill out the same form at a kiosk or something similar.

In these scenarios, Sticky Contact will continuously overwrite the contact record of the first submission with the details from the next submission because the saved data is all on a single device, either your team member's computer or at the kiosk.

For scenarios where you want to have internal team members completing forms or booking appointments on behalf of customers, it's best to disable Sticky Contacts or just make the updates directly in the Contact Record.

Where to Find and Enable Sticky Contact

(If unsure, read the help article for the respective settings regarding the feature or module where Sticky Contact is expected.)

Sticky Contact can be enabled across multiple areas in HighLevel, ensuring a consistent and streamlined user experience. Here’s how to find and enable it in each applicable section of the app.