Watch Our Video on Forms
...
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
About HubSpot Forms
HubSpot forms are essential to collect contact information, or “leads,” information such as including name and , email address in the HubSpot Customer Relationship Management system, or CRM, program of interest, and much more.
The District Marketing office and each college Marketing office use forms—also known as requests for information, or RFIs— for RFIs—for general student inquiries and targeted marketing campaigns and enrollment initiatives.
Resources
Videos
...
...
If you are not a member of your college’s Marketing department, you will need to contact your Marketing department or District Office Marketing to create new forms.
To see your college’s forms and create new ones, navigate HubSpot to Marketing > Forms.
...
Creating new forms is done by each college marketing team or district marketing office creates new forms. If you cannot 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.
Once you’ve built a form, select Update and, from here, you can Publish.
You can then embed your form on a web landing page using the provided code, or you can use the public URL on social media, on iPads at recruitment events, or anywhere else you might place a URL.
Also be sure to add your form to the correct folder using the actions dropdown.
For detailed instructions on creating and managing forms, see our HubSpot Knowledge base.
How to Create Forms
...
🥇 Best Practices
Keep Forms Short and Simple
To encourage more submissions, ask for only the most necessary information (e.g., name, email, program of interest).
Use Clear Labels and Instructions
Ensure that form fields have clear and concise labels so visitors know exactly what is required. Adding helper text can reduce confusion.
Optimize for Mobile
Make sure your forms are easy to fill out on mobile devices. This includes larger input fields, buttons, and a simple layout.
Reduce Required Fields
To lower the barriers to entry, only make essential fields mandatory, especially for student inquiries or event registrations.
Use Multi-Step Forms for Longer Processes
If more information is needed, consider breaking it down into multiple steps so visitors don’t feel overwhelmed.
...
💻 Watch Our Video on Forms
...
📄 Step-by-Step Instructions for Creating and Managing Forms
| Expand | ||
|---|---|---|
| ||
Create a New Form
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
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 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 a property group.
Label: enter text to name the property.
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.
...
To edit a 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.
...
| Expand | ||
|---|---|---|
| ||
Customize Your Form Follow-Up Options |
...
From the Options tab, you can customize what happens after a student or visitor submits a form. You can configure settings like submission actions, notifications, and language for form and error messages. Some options may depend on your college's HubSpot subscription.
|
...
|
...
|
...
|
...
|
...
|
...
Customize Lifecycle Stage
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
| Expand | ||
|---|---|---|
| ||
Style and Preview Your FormFrom the Style |
...
and Preview tab, customize the styling of your form. A preview of the form will update in the right panel as you adjust the form's styles or test its features. You can customize the following:
|
...
|
...
|
...
|
...
|
...
|
...
|
| Expand |
|---|
...
| ||
Configure follow-up actions or set up a simple workflow using the Automations tab. |
...
|
...
|
...
|
...
|
...
|
...
| Expand | ||
|---|---|---|
| ||
Publish Your FormOnce your form is complete, click Publish to make it live. You can embed the form |
...
on an external webpage via a public URL. |
...
|
...
|
🥇 Best Practices
...
Keep Forms Short and Simple: To encourage more submissions, ask for only the most necessary information upfront (e.g., name, email, program of interest).
...
Use Clear Labels and Instructions: Ensure that form fields have clear and concise labels so visitors know exactly what is required. Adding helper text can reduce confusion.
...
Mobile Optimization: Make sure your forms are easy to fill out on mobile devices. This includes larger input fields, buttons, and a simple layout.
...
Reduce Required Fields: To lower the barriers to entry, only make essential fields mandatory, especially for student inquiries or event registrations.
...
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
For additional instructions on creating and managing forms, view all HubSpot Forms articles. |