HubSpot forms are used to collect contact information, or “leads,” for future communication and automation in the HubSpot Customer Relationship Management system, or CRM.
The District Marketing office and each college Marketing office use forms—also known as requests for information, or RFIs— for general student inquiries and targeted marketing campaigns and enrollment initiatives.
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 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.
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.