To see your college’s forms and create new ones, navigate in HubSpot to Marketing > Forms.
Creating new forms is done by each college marketing team or the District marketing office. If you are unable to see forms or do not have access to create them, you will need to reach out to your college enrollment and marketing teams for permission or to request a new form.
To create a form, select Create form.
Select your college—defined as a Business unit by HubSpot —then select Embedded form.
Use a Blank template for form building and select Start. Forms are built using Contact property fields—many of which already exist in the system—using drag-and-drop functionality. If you cannot find an existing property for use in a form, contact the District Marketing team so they can create it.
Note
Important: Be sure to add your form to the correct folder using the actions dropdown.
Expand
title
2. Add and Edit Form Fields
Add a Form Field
Click the Create new tab to create new property fields and use them as fields on your form.
Select the form field type.
In the right panel, set up your form field:
Object type: select type—Select an object type. You can add Contact, Company, and Custom object fields. Ticket properties can be added if Automatic ticket creation is toggled on.
Group: select Group—Select a property group.
Label: enter Label—Enter text to name the property.
Description: enter Description—Enter text to describe the property. This is optional and can be left blank.
Click Next.
Review your property options and click Create.
Click and drag fields onto the form preview on the right to include them on your form. Fields can be placed above, below, or next to other fields.
Edit a Form Field
In the right panel, click the field in the form preview.
In the left panel, edit the field's options as needed. The options here may vary depending on the field's property type, learn more about the additional field customization options available.
In the Basic tab:
Label: the name of the field that will appear on the form.
Help text: informational text below the field's label to help the visitor complete the field.
Placeholder text: text that appears in the input box for the field. The text will disappear when the visitor enters a value in the field, and will not come through in the submission, even if the field is left empty.
Default value: a value that will be submitted for the field by default unless changed by the visitor.
Make this field required: when the checkbox is selected, the field must be completed to submit the form. If a form field has been set as required, it cannot be set as hidden.
Make this field hidden: when the checkbox is selected, the field will not appear on the form but can be used to pass values to contact properties for all submissions.
In the Logic tab:
Progressive fields: select the action to take if the field has been previously submitted. Learn more about progressive fields in forms.
Dependent fields: display additional fields based on visitors' responses to a previous field. Learn more about dependent fields in forms.
