How Fillout Automates Discount Requests With Smart Forms

How Fillout uses Fillout to run our automated discount program, using email authentication, Clearbit enrichment, Intercom emails, and advanced form logic.

How Fillout Automates Discount Requests With Smart Forms
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Fillout, like many apps today, offers discounts to non-profits, schools, students, and startups. We wanted to do something different with our discount program to not bog down those teams (who are busier than most already) with back-and-forth email chains confirming their account details.
So we built an automated discount approval system in Fillout. It’s available right at signup—no support emails required. How it works:
🔒 Login page verifies emails with a one-time code
🌲 Different questions are asked based on the org type (conditional logic)
💡 Clearbit detects non-profit / student status based on email
⚡️ Page logic routes respondents to the correct discount
🎨 HTML blocks displays discounts on ending pages
💬 Intercom integration for applications that require manual verification
Here’s a step-by-step guide to build a discount request form in Fillout, the same way.

How to verify email addresses in a form

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An email address is the perfect shortcut to filter through the majority of discount requests. If someone enters their institutional email address—one issued by their school, university, non-profit organization, or business—and can receive an email there, then you know they’re affiliated with that institution.
In Fillout, you can both capture and verify email addresses in a single step with a Login page. Open your new discount request form in Fillout, click Add Page, and select Login Page.
Customize the page title and description. List who’s eligible for the discount, and ask respondents to enter their institutional email address to continue.
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Fillout handles the rest automatically. Whenever someone fills out your form, Fillout will email them a six digit verification code. They’ll need to open their email, copy their Fillout code, then paste it into your form to verify they own the email address.
Then they’re ready for your form’s next steps.

Automatically enrich organization details from an email address

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We’ll first have Fillout do a bit of automated research in the background. Using our Clearbit integration, you can get more details about the person who just verified their email and the institution behind their address.
Since we’ve already gathered the email address on the login form, we’ll pre-fill it on a new email field back on the core form page. Add an email field, then click the Default Value box and select the email from the Login page.
Next, we’ll hide the field as respondents don’t need to see it. Click Logic and check Hide always.
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Finally, under Enrich, select the Enrich with Clearbit option. Fillout will show enrichment options, to auto-fill form fields or to dynamically shorten the form and only show questions that still need answers. We’re going to skip those options this time—but if they’re a fit for your form, give them a try for an even quicker discount application.
In the background, Fillout will now automatically check your lead’s name and job title, as well as their company’s name, employee count, type, estimated revenue, industry, and website. We use Fillout’s form logic to check if the lead’s organization is a non-profit or educational institution—we’ll get to that later. First, though, let’s gather a bit more info.

Add conditional fields to gather the info you need

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Back in the form editor, let’s add a Dropdown form field. Add options to let the lead select if they’re a student, educational faculty member, or a non-profit or startup employee.
Then add any additional questions you have. For employees at educational institutions, non-profits, or startups, we ask their organization name and website. For students, we ask their school or university name, along with their LinkedIn or personal website to ensure they’re still in school.
Employees need to see the first two fields; students the latter two. To make that happen, select a field for students, click Logic, select Show when under Hide conditionally, then edit the conditional logic. We’ll have Fillout only show this field when the Choose an Option field is set to student.
Repeat for the remaining student fields, then do the same for the employee fields, customizing the logic to show the questions for all three employee types.
Got anything else you need to ask everyone? Add any additional question fields to the bottom of the form. And if you want to speed up your work, here or while adding the earlier questions, tap Fillout’s purple star button to use AI to add your form fields in seconds.

Dynamically route form respondents with page logic

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For students and employees of educational and non-profit institutions, we’ve got everything we need to know. Clearbit verified their institutional type, and the additional form fields gave us enough info to double-check when needed. Now we’ll just use Fillout’s form logic to route them to the correct discount code, while routing other respondents to a standard form ending.
Click the Logic button in Fillout’s lower right corner. That’ll show your Login page, your core form page, followed by an ending. Click and drag the + icon on the core form page to create a new page—and choose Ending from the page options. We’ll add discount details there in the next step.
For now, add the logic to route people to this new ending. We’re using Clearbit’s company type data to power the logic, so in the condition options select Enrichment, then choose Company Type. Set it to watch for non-profits, then add a second condition to watch for Education. Finally, click the AND button in the left corner of the logic settings, and set it to OR so Fillout will watch for education OR non-profit.
Now, when a student, faculty member, or non-profit employee signs up, and Clearbit recognizes their institution, they’ll get routed to your second form ending. Let’s add the details there, so they can sign up.

Share a discount code directly in the form to verified recipients

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In your new, secondary ending, we’ve decided to add the discount code directly. It’s a nice surprise for new customers—they’re able to sign up with their discount immediately. It’s also nice for our team—people are more likely to sign up, and less likely to require a support interaction. Win/win.
You could just add a paragraph field and include your coupon code directly, plus details on how to redeem it. We decided to offer a larger discount to small non-profits, so we need multiple coupon codes and logic.
Add your field that includes the coupon code, then add a secondary one with its coupon details as well. In the options sidebar, add Show when logic, and have it watch your Enrichment data for Company employee count of less than 40 for the first code. Repeat for the second field—this time, watching for greater than or equal to 40 employees.
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One more thing: We’re using Fillout’s HTML field to stylize our coupon code field. It lets you use both HTML and CSS to create any basic design you need in your forms. Just another little way to make your form more of a customized experience, and less of just another form.

Send other discount requests to support with integrations

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Our final form ending is for submissions that we can't completely validate without human verification. Just a quick message that says the application was received, and we’ll respond ASAP.
Behind the scenes, though, Fillout’s Intercom integration saves us time by bundling all of the details into an automated email that goes to our support team. Our team can then quickly evaluate the prospect and see if their startup or institution is eligible for the discount—or if Clearbit made a mistake and misclassified their institution.
To build out something similar, select Fillout’s integrations tab, and choose either Intercom or Zendesk for support,  Slack to notify other teams, or another integration with the app where you’d like to take action on your form responses. In the integration, map all of your form fields by clicking the + icon in the message then selecting form or Clearbit data to add to your message. Add any final details, and turn on the integration.
Then, whenever anyone falls through your form’s logic cracks, they’ll get sent to your support team to get a manual discount review.
And with that, you’ll have a 99% automated discount system, powered by a Fillout form and a handful of automations.

Do more with Fillout

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The same ideas can work for a variety of internal forms. Say you have an employee discount form. You could use the same login page to verify email addresses. This time, though, in the login page settings sidebar, choose to Restrict domains under the Limit submissions option, and add your company’s domain to only allow your employees to fill out the form. Or, under the Verification type settings, switch to SSO to require employees to login with their Microsoft, Okta, OneLogin, or Google Workspaces company account to proceed.
It’s one of the many forms that has freed our team up to spend more time building Fillout and less on doing manual tasks. We’d love to hear how you put it to work for your team!
Dominic Whyte

Written by

Dominic Whyte

Dominic is a co-founder at Fillout. He previously worked in engineering & product at Retool. Prior to Retool, he started Cheer (backed by Sequoia and acquired by Retool in 2020).