Creating and Editing Forms (Legacy Form Editor)

A Step-by-Step Guide to Creating and Editing Forms in HubSpot (Legacy Form Editor)

Introduction:

HubSpot forms are crucial for capturing lead information and enriching your contact database. This guide will cover the process of creating and editing forms using the Legacy Form Editor, including advanced features and customization options. Please note that HubSpot has recently introduced a new Form Editor, and a guide for that version will be available soon.

1. Finding the Forms Tool:

• Login: Log into HubSpot using your credentials.
• Navigation: In the left-hand sidebar, navigate to "Marketing" and then select "Forms." This will take you to the forms dashboard.

2. Creating a New Form (Legacy Form Editor):

• "Create Form" Button: Click the "Create form" button in the top right corner.
• Choose Form Editor: You will be prompted to choose how to build your form. Select "Legacy Form Editor".
• Template Selection: Select a template from HubSpot's library or start with a blank form.
• Form Editor: You will now be in the Legacy Form Editor, where you can customize your form.

3. Overview of the Legacy Form Editor:

• Drag-and-Drop Interface: The form editor uses a drag-and-drop interface, allowing you to easily add and arrange form fields.
• Field Types: The left-hand sidebar contains various field types, such as text fields, dropdown menus, checkboxes, and date pickers. Drag these fields into your form.
• Field Options: The right-hand sidebar provides options for each field, allowing you to customize labels, placeholder text, required fields, and validation rules.
• Form Options: The “options” tab allows for customization of what happens after the form is submitted, and also allows for progressive fields.
• Style and Design: Customize the form's appearance by adjusting colors, fonts, and layout.
• Progressive Fields: Utilize progressive fields to gather more information from returning visitors without overwhelming them.
• Dependencies: Use field dependencies to show or hide fields based on the user's previous selections.
• Preview and Test: Use the preview and test options to see how your form will look on different devices and to submit test submissions.

4. Editing an Existing Form (Legacy Form Editor):

• Finding the Form: Locate the form you want to edit on the forms dashboard. You can use the search bar to find it quickly.
• Opening the Form: Click on the name of the form to open it in the Legacy Form Editor.
• Making Changes: Use the drag-and-drop interface and field options to make your desired changes.
• Saving Changes: Click the "Update" button to save your changes.

5. Important Notes:

• Form Placement: Consider where you place your forms on your website to maximize conversions.
• Data Validation: Use data validation to ensure accurate and consistent data collection.
• GDPR Compliance: Ensure your forms comply with GDPR and other data privacy regulations.
• Follow-up Actions: Configure follow-up actions, such as sending confirmation emails or triggering workflows, to engage leads after form submission.

6. Additional Help:

• HubSpot's help resources are available for further assistance. Use the help search bar to find answers to specific questions.
• You can also search for 'forms' in the Hubspot Academy to access video tutorials and guides - https://app.hubspot.com/academy/23487903/results?search=forms

7. Growth Opportunities:

• Smart Forms: Explore how to use smart forms to personalize the form experience for different visitors.
• Form Analytics: Learn how to analyze form performance to identify areas for improvement.
• Integration with Workflows: Investigate how to integrate forms with workflows to automate lead nurturing and follow-up processes.