Scheduled call conversion rates go up when prospects don’t have to repeat themselves by re-entering the same information twice.
By creating a faster and smoother booking process, your lead will have an amazing scheduling experience, and 
iClosed captures lead information immediately.
How to prefill iClosed scheduling form
Here’s how to capture contact details and form answers on your opt-in page (or any custom form) and pass them into the iClosed scheduler to pre-fill fields and custom questions.
Contact information - The default parameters
Set up logic on your webpage or form app (e.g. Typeform, Tally, Jotform,...) and forward the following parameters to your destination URL.
Phone number parameters | [Your link]?iclosedPhone= |
Email parameters | [Your link]?iclosedEmail= |
Name parameters | [Your link]?iclosedName= |
If you'd like to combine parameters, use "&" in between them. The URL would look like as presented below:
[Your webpage link]?iclosedPhone=12345678590&iclosedEmail=user@example.com&iclosedName=John%20Doe
Custom answers - Identifiers as custom parameters
Identifier in iClosed is a custom parameter that you will define for the custom question, in order to prefill answers from any custom form.
You can set this up in:
AI Scheduler → Events → Click on the event to open settings, and select Invitee questions or
Once you're there, edit question or create new one to see Identifier field for the specific question.
Here's a quick video guide on how it works:
Important note
The answers on the form from where you're passing forward data to iClosed scheduling form must match answers exactly as it's created on the iClosed form.
Additionally, bear in mind that the data needs to be URL encoded, meaning if your form answers contains more words in the answer, make sure to use "%20" code which is space in URL encoding. Here's an example:
Identifier in iClosed for this question = issues-materials
URL encoding = [webpage URL]?issues-materials=Backyard%20materials
Answer on the form that will be = Backyard materials
Pre-qualified form skipping
Pre-populating invitee information is a precondition for turning on the "Pre-qualified form skipping" feature inside the Invitee Questions section in Events setup.
When you prefill all contact information (with or without custom answers), this feature enables leads to land directly to the slots without clicking "Continue" button on the form.
Learn more about Pre-qualified form skipping here.
Use cases
Here're several examples on how you can send contact information and answers to custom questions from Typeform, Jotform, Tally or any other custom form to iClosed scheduling form, via URL parameters.
From Typeform → Contact details
Here's a quick video walkthrough on how you can send contact information from Typeform to the webpage where iClosed scheduler is embedded:
Pro tips
To make sure Typeform details are reliably passed and pre-filled in iClosed, we recommend sending parameters to your webpage URL where the iClosed scheduler is embedded, rather than sending them directly to the event URL.
If you send parameters directly to the event URL, the scheduler can sometimes load before it reads the URL values, which may prevent fields from being pre-filled.
From Typeform → Custom question answers
Here's a detailed video tutorial on how you can send all answers from your Typeform to the webpage where iClosed scheduler is embedded:
Step-by-step guide
Step-by-step guide
Here're the steps for setting it up:
1. Ensure Typeform question answers match with iClosed form answers
Go to 
AI Scheduler → Events page → click to open Event setup and select Invitee questions, to ensure all answers on Typeform questions are matching exactly the same as invitee questions in your iClosed form.
Set up your unique identifier (parameter). Here're form field types that iClosed support as secondary (custom) questions:
2. Add custom URL parameters in Typeform
In Typeform, create custom URL parameters that match your iClosed field identifiers.
iClosed default contact field identifiers:
iclosedName
iclosedEmail
iclosedPhone
Examples of Invitee question identifiers that you've added in iClosed for every question:
experience
annualrevenue
confirmattendance
Open your Typeform form → Workflow → Add custom URL parameters
3. Map out Typeform answers with iClosed fields
Inside Typeform’s “Redirect to URL” ending, build your redirect URL and map each field to the corresponding Typeform question. Each {field} is dynamically filled at submission based on lead answers.
Example of the redirect link with basic contact details:
https://yourwebpageURL/?iclosedName={first_name}%20{last_name}&iclosedEmail={email}&iclosedPhone={phone_number}Example of the redirect link with basic contact and answers to the questions included:
https://yourwebpageURL/?iclosedName={first_name}%20{last_name}&iclosedEmail={email}&iclosedPhone={phone_number}&experience={experience}&annualrevenue={annualrevenue}&confirmattendance={confirmattendance}4. iClosed automatically captures all data on redirected URL
Once a lead fills out the form, it will be redirected to your webpage URL where iClosed is embedded and all information that was sent will be prefilled.
If you have Pre-qualified form skipping turned on in iClosed, the lead will be marked as a Qualified lead in your
Global Data as they will land directly to scheduling slots orif you don't have Pre-qualified form skipping turned on, the lead would be market automatically as Potential lead as it would need to click on the continue button to move to the scheduling slots page.
From Jotform → Contact details
Here's a quick video walkthrough on how you can send contact information from Jotform to the webpage where iClosed scheduler is embedded or to iClosed event:
From Jotform → Custom question answers
Here's a detailed video tutorial on how you can send all answers from your Jotform to the webpage where iClosed scheduler is embedded or directly to your iClosed event:
Step-by-step guide
Step-by-step guide
You can automatically pass form answers from Jotform to your iClosed scheduler by using custom URL parameters on the Thank You page. When the Jotform is submitted, users are redirected to your iClosed booking page with the fields pre-filled.
In the Form Builder in Jotform, when adding a new question (element), click on Properties and navigate to the Advanced tab in the upper right corner.
This is where you'll find your unique field identifier that has to be combined with the identifier in iClosed.
1. Pre-filling Contact Information (Name, Email, Phone)
If you only want Jotform to pre-populate the basic iClosed fields, create a custom Thank You page redirect using the following structure:
iClosed default contact field identifiers:
iclosedName={fullName}
iclosedEmail={emailAddress}
iclosedPhone={phoneNumber}Navigate to Settings tab in Jotform and click on Thank You Page on the left sidebar to add the redirect URL.
Make sure to check "Redirect to an external link after submission", so the data can be pre-populated in iClosed on the next step.
Redirect URL example
https://app.iclosed.io/e/YOUR_EVENT?iclosedPhone={phoneNumber}&iclosedEmail={emailAddress}&iclosedName={fullName}2. Pre-filling contact info + custom answers on iClosed form
If your Jotform includes qualification questions you want iClosed to pre-fill (e.g. experience, annual revenue, attendance), add those fields to the redirect URL.
iClosed Custom Invitee Questions Identifiers
experience={experience}
annualrevenue={annualrevenue}
confirmattendance={attendance}Redirect URL Example (with answers to questions)
https://app.iclosed.io/e/YOUR_EVENT?iclosedPhone={phoneNumber}&iclosedEmail={emailAddress}&iclosedName={fullName}&experience={experience}&annualrevenue={annualrevenue}&confirmattendance={attendance}This redirect URL passes both contact information and form responses from Jotform into your iClosed form.
From Tally → Contact details
Here's a quick video walkthrough on how you can send contact information from Tally to the webpage where iClosed scheduler is embedded or to iClosed event:
From Tally → Custom question answers
Here's a detailed video tutorial on how you can send all answers from your Tally to the webpage where iClosed scheduler is embedded or directly to your iClosed event:
Pro tips
Tally does not show “custom field identifiers” the way Typeform or Jotform do.
Instead, it uses the question label as the parameter name.
If the field type you have in Tally doesn't exist in iClosed, the data won't be passed correctly.
Step-by-step guide
Step-by-step guide
Here's how you can automatically send answers from Tally to your iClosed scheduler by using the custom URL parameters (identifiers).
1. Ensure form questions between Tally and iClosed match
To pass the data from Tally to iClosed, make sure your questions are matching and use the correct field type.
This is an example of what the matching field labels will look like:
iClosed Field identifier | Tally Label |
iclosedName | Your Information |
iclosedEmail | |
iclosedPhone | Phone |
experience | How many years of experience do you have? |
annualrevenue | What's Your Annual Revenue? |
confirmattendance | Can you confirm your attendance to the meeting? |
You can add your own secondary questions (up to 10) that you want pre-filled on form submission. These are the available field types that can be added to iClosed:
If the field type you have in Tally doesn't exist iniClosed, the data won't be passed correctly.
2. Passing contact Information
Add the following blocks in your Tally form and make sure the labels match what you plan to send to iClosed:
Full Name
Email
Phone
In Tally, go to your Form Settings Page and enable "Redirect on completion".
Click on the "@" to expand Field Labels and match Tally form fields to the corresponding fields in iClosed.
Redirect URL example
https://app.iclosed.io/e/YOUR_EVENT?iclosedName=@Your information&iclosedEmail=@Email&iclosedPhone=@Phone
This will pre-populate the contact information in your iClosed form.
2. Passing contact info along with custom answers
If your form includes additional qualification questions (e.g. experience, revenue, attendance confirmation, etc.), follow the same structure, but you must first create these fields in both forms and define a field identifier:
Examples In Tally (question labels):
Invitee question identifiers in iClosed:
Use the Tally question labels with "@" and map them to iClosed identifiers.
Redirect URL example
https://app.iclosed.io/e/YOUR_EVENT?iclosedName=@Your information&iclosedEmail=@Email&iclosedPhone=@Phone&experience=@How many years of experienc...&annualrevenue=@What's your annual revenue? &confirmattendance=@Can you confirm your attend...
This ensures your Tally responses flow directly into the correct iClosed fields on form submission.
Transferring lead information from form to scheduler with additional webpages in between
This is a scenario where funnel is a bit more complex, where there is minimum one webpage in between the form and iClosed scheduler. For example:
page A where website form is
page B where VSL is
page C where iClosed scheduler is
Step-by-step guide
Step-by-step guide
Here's how you can set it up:
1. Collect data on page A
On page A, ensure that the form fields (e.g., name, email, phone) are configured to capture the user's input. When the user submits the form, the data should be appended as URL parameters and passed to page B Example form submission URL:
yourdomain.com/page-b?iclosedName=John+Doe&iclosedEmail=john.doe@example.com&iclosedPhone=1234567890
2. Pass data through page B
On page B, ensure the URL parameters (name, email, phone) are preserved when the user navigates to page C.
When creating the button or link on page B that will lead to page C, append the parameters to the link:
yourdomain.com/page-b?iclosedName=John+Doe&iclosedEmail=john.doe@example.com&iclosedPhone=1234567890
3. Retain data on page B
Ensure the UTM parameters remain intact. If the user clicks a button or link to proceed to page C, include the URL parameters from Page B in the link leading to Page C.
yourdomain.com/page-c?iclosedName=John+Doe&iclosedEmail=john.doe@example.com&iclosedPhone=1234567890
4. Prepopulate form on page C
On page C, the iClosed scheduler will automatically use the UTM parameters to prepopulate its form fields if the parameters are correctly named and passed.
The scheduler form should already display their information:
Name: John Doe
Email: john.doe@example.com
Phone: 1234567890
Pro tips
Kindly note that some website builders or CRM's used for hosting webpages will block transferring of such parameters.
Therefore, before you start building it, please check their documentation and confirm of the capturing of user inputs on webforms is possible.
Example Use Case
Lead fills in their name, email, and phone on page A and clicks "Next or Continue".
Lead is directed to page B with the following URL:
yourdomain.com/page-b?iclosedName=John+Doe&iclosedEmail=john.doe@example.com&iclosedPhone=1234567890
They watch the video on page B and click "Continue" to be redirected to page C
yourdomain.com/page-c?iclosedName=John+Doe&iclosedEmail=john.doe@example.com&iclosedPhone=1234567890
On page C, the form is prepopulated with the user's information.
Pre-filling iClosed form fields from email campaigns
If you're running retargeting marketing campaigns, prefilling form fields from an email link will help with reducing friction and personalizing the booking experience.
By having custom scheduling link with contact information built in it will ensure higher conversion and better data accuracy as it avoids typos.
Step-by-step guide
Step-by-step guide
Include iClosed scheduler link or the webpage where the link is embedded
Ensure you have the URL to the iClosed Scheduler or the webpage where the scheduler is embedded. This is the destination link you’ll include in your email campaign.
yourdomain.com/scheduler
Create a Prepopulated iClosed scheduler link
Include the email address in the URL using the parameter
iclosedEmail.yourdomain.com/scheduler?iclosedEmail=lead@example.com
If you want to prepopulate additional fields (like name or phone), include those parameters as well:
yourdomain.com/scheduler?iclosedEmail=lead@example.com&iclosedName=John+Doe
Learn more