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
  • Sticky Contact in Forms
  • Sticky Contact in Surveys
  • Sticky Contact in Calendars
• 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

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

Use Cases

1. Recurring Event Sign-Ups: Sticky Contact helps returning attendees fill out their details quickly.
   
   
2. 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.

Sticky Contact in Forms

• Navigate to Settings > Sites > Forms > Form Builder.
  
  
• Open an existing form or create a new one.
  
  
• Scroll down to the Form Settings tab.
  
  
• Locate the Sticky Contact toggle and switch it to "On."
  
  
• Save your changes.

Sticky Contact in Surveys

• Go to Settings > Sites > Surveys > Survey Builder.
  
  
• Open an existing survey or start a new one.
  
  
• Navigate to the Survey Settings section.
  
  
• Turn on the Sticky Contact toggle.
  
  
• Save your settings.

Sticky Contact in Calendars

• Navigate to Settings > Calendars > Calendar Settings.
  
  
• Select the specific calendar you want to configure.
  
  
• Look for the Sticky Contact option under Additional Settings.
  
  
• Enable Sticky Contact by toggling it on.
  
  
• Save your changes.

Troubleshooting and Common Issues

1. Sticky Contact Not Working
   • Check if browser cookies are enabled.
     
     
   • Verify that the form is hosted on the same domain where the data was initially entered.
     
     
2. Cross-Browser Issues
   • Sticky Contact only works within the same browser. Encourage users to use the same device and browser.
     
     
3. Compliance Concerns
   • If operating in regions with data protection laws (e.g., GDPR), include a disclaimer or obtain user consent for cookie storage.

Frequently Asked Questions

Q: Can Sticky Contact work across subdomains?
No, Sticky Contact data is domain-specific. It cannot pre-fill forms across different subdomains.

Q: What happens if a user clears their cookies?
If cookies are deleted, Sticky Contact will no longer retain previously entered data, and fields will not be pre-filled.

Q: Is Sticky Contact GDPR-compliant?
Yes, but it’s essential to inform users about cookie usage and provide opt-out options to comply with data protection laws.

Q: Does Sticky Contact interfere with browser autofill?
No, Sticky Contact operates independently of browser autofill. However, the two can complement each other for a seamless user experience.

Related Articles & Resources

• Conditional Logic in Forms
• How to Quickly Add and Edit Custom Fields in Forms and Surveys
• Customer Access Center to View Current and Past Order Details

Next Steps

1. Explore Sticky Contact in your forms, surveys, and calendars to streamline data collection.
2. Refer to the related articles for advanced customization and enhanced form-building capabilities.