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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.

• Here are the options available when a visitor submits this a form:

  • Display a thank you message: Display a Thank You Message—Display a custom message to thank students after they submit a form, such as a program inquiry or event registration.

  • HubSpot page Page or External URL: edirect URL—Redirect students to a specific college page or external URL, like a thank you page, program information page, or college application form.

  • Meeting Scheduling page: If Page—If your college has a Sales or Service Hub Enterprise seat, redirect students to a scheduling page where they can book a meeting with an advisor or admissions officer. Form fields will auto-fill with the information they've already submitted.

  • Conditional Redirects: Set Redirects—Set up different redirect actions based on student responses. For example, you can send students to specific program pages or schedule links based on their interests or inquiries.

Customize Lifecycle Stage

• Set Lifecycle Stage: When Stage—When a student or contact submits a form, you can set their lifecycle stage by choosing from the dropdown menu (e.g., "Prospect" or "Applicant").

• Follow-Up Notifications: You up Notifications—You can automatically notify the contact's owner (e.g., an admissions counselor or advisor) by checking the box to send submission email notifications. If no owner exists, no notifications will be sent. Regardless of contact ownership, you can also choose specific teams or individuals who will receive these notifications.

• Form Language and Error Messages: Customize Messages—Customize the language for field labels and error messages that students see when filling out the form incorrectly.

• Campaign Association: Your Association—Your college can associate a form with a specific marketing campaign. You can link it to an existing campaign by clicking the Campaign dropdown menu and selecting a campaign, or create a new one by clicking the Campaign dropdown menu and clicking Create campaign. If you've never created a campaign before, use this guide to set up your campaign. 

• New Contact Creation: Select Creation—Select this option to ensure every form submission generates a new contact record for each unique email address. If the submitted email already exists in your database, HubSpot will update the existing record. Turning this option off allows HubSpot to update records based on browser cookies, which may result in overwriting contacts if the same device is used.

• Set contacts created as marketing contacts: if Contacts Created as Marketing Contacts—If your HubSpot account has access to marketing contacts, you can automatically set any contacts who have submitted this form as marketing contacts. This includes both new and existing contacts.

• Form Reset Link: You Link—You can add an option for students or visitors to reset the form. If they click a "Not you? Click here to reset" link, it clears any pre-populated fields, allowing them to submit new information. This also disables cookie tracking, preventing data overwrites.

• Pre-populate Fields: If Fields—If a student or visitor has previously interacted with your site and filled out a form, HubSpot can auto-fill fields with known values based on stored cookies. This feature is enabled by default and helps returning users complete forms faster.