How to recall data in your Arengu forms

Introduction
How to recall data in your Arengu forms

Recalling data gathered from the form itself is a great way to personalize your forms. Thanks to this feature, you can recall existing information coming from the form input or from previous actions. Let's see how it's done!

Recalling input data from your form

One of the most common uses of recalling data is to personalize your form. You can recall the submitters' name, for instance, in order to address to them by their name. All you have to do is including a field to gather that information.

In this example, we will use an Email verification form. This form is fully generated with one of Arengu's templates. This template includes the generation of a one-time password, that is automatically generated and sent to the user via email. Once you click on your template, all you have to do is completing it with your own API keys and personalize it to your taste.

In this example, we'll use the user's first name, so we'll include a name field. To do so, just drag the Text field and drop it in your form, wherever you like. Afterwards, you can rename it and change its ID, if you'd like to.

As you can see in the image above, each field has a settings menu. In the ID field, you can name each field whatever you want. In this case, the field's ID is name. We will use this ID name to recall this information later on.

In this example, we will include the name of the submitter in a success message.

To do so, go to the Success message, right at the end of the flow linked to this form. Go to Forms > Flows to find all the flows linked to your form template. When you click on the flow, you will see the image above. Click on Submit the form, the final action of this flow. Under Success message, we'll write a personalized message, including the name of the submitter. In this case, the formula {{input.body.name}} will display whatever the submitter typed in the field name.

To recall information coming from the form fields, you need to follow this structure:
{{input.body.field_id}}

Another interesting use of this feature is to recall certain data from the field in successive steps of the form. For instance, you could recall the user's first name and add it in the label, the hint text, etc. In this case, we will add it to the hint text, so the user can verify that the code was sent to the email they introduced.

Recalling data from previous actions

Another interesting way to recall data is using information coming from previous actions of your flow. Instead of gathering information from the form's input, we will make reference to values resulting from precedent actions. Let's see an example of this with the same form.

As we previously mentioned, this form template enables you to generate a one-time password and send it to your user.

Go to the first flow of this form, to inspect the Generate one-time password. When you click on the action, you will see a menu with an ID field. Just like in the previous example, we'll take this ID to recall it later on.

Arengu allows you to integrate your form with an email provider, so you can send the one-time password to your submitters via email, all in just one form.

In this use case, recalling information comes in handy to personalize your email.

In order to make reference to previous actions of your flow, you should follow this structure:
{{action_id.output_variable}}

Hence, to recall the information for the one-time password, all you have to do is type {{generateOtp.code}}. This feature allows you to insert the OTP where you like the most: in the subject line, in the body of the email or in both of them!

Of course, you can opt for including the name of the user in this email as well. Just like we did in the Success message, all you have to do is insert the same formula.

🌰 In a nutshell

In order to recall any info in your Arengu form, simply add a field to get that info and take in mind its ID. To use it later on, reference it with the formula {{input.body.field_id}} if it comes from the form, or {{action_id.output_variable}}, if it belongs to an action.

We have seen how to recall information with a particular use case, but you can use this system to recall information of the fields you prefer and apply it to your own use cases. Arengu's forms are completely customizable, both in their shape and their logic side!

Reference values comes in handy to recall information, but also to link different pieces of your form. Would you like to know more about referencing values in Arengu? Keep your eyes on our blog to know more about this and many other features!

If you'd like to try Arengu out, go ahead and register for free!

Author

Ana Vilar García

Marketing Specialist at Arengu

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