Overview

Copilot makes it simple to embed a Typeform directly within your portal. Typeform features form design, where users can design customized forms using a drag-and-drop interface.

App Setup

1. Go to App Setup, and click + Add an app in the top right corner.

2. Click Add under Typeform. Set a title and icon that represents the app.

3. We recommend setting this up as an automatic App so that your Typeform will be visible to all clients. If you only want this App to be visible to one or more specific clients, set this as a manual App.

4. Leave the app set to as Show as embed so that the client isn't directed outside of the portal.

5. Next, go to your Typeform home page. To share a Form, click the drop-down menu for the desired form and click Share.

6. On the new page, click the Copy Link button.

7. Go back to the App Setup page and paste the copied link into the content box.

Typeforms with hidden fields

If you're using a Typeform with hidden fields, you will want to place the share link inside of an iframe, otherwise it will not embed with the correct hidden fields.

Copy the code below and paste your share link where the share-link placeholder is:

<iframe src="share-link"></iframe>

To preview the app as a client, click Portal at the bottom of the sidebar and click Open portal. Once you're logged in as your test client you'll be able to view the connected app.

URL Parameters

You can pre-fill your Typeform questions or statements using your client or company data and custom fields using URL parameters. Please see our article here on how to configure URL parameters.

In Typeform, you can pre-populate form questions or statements (but not answer text) with some data using URL parameters. Typeform prevents pre-filling answer text for the below reason:

“You can't pre-populate the text of Typeform answers, not even with URL parameters. We think that this makes respondents' experience feel more natural, like chatting with a friend or colleague.”

Adding URL parameters for questions or statements in Typeform is more complex than we can explain in this guide, but you can find their article on how to use URL parameters in Typeform here.

Once you have the URL parameters from Typeform, you will want to enter them in the URL parameter inputs when setting up the app. Then, select the related property from the dropdown that appears when clicking the related Property input.