1. How to Create a HubSpot Form?

To create a form in HubSpot, follow the steps below:

• Log in to your HubSpot CRM Account
• Go to Marketing > Lead Capture > Forms.
• Click Create form.

1.1. Associate HubSpot Form with Business Unit

With HubSpot forms, you can associate the created forms with specific business units as well only if you have Business Units Addon already integrated into your HubSpot CRM. Follow the steps below to add the form to Business Unit – 

• Click on the dropdown menu against Select a business unit.
• Select all the business units you want to associate your form with.
• Select the form type and click Next.
• Select the form template from the left panel – 
  • Blank template for new forms
  • Pre-made template for the existing form with pre-selected specific use case fields.
• Preview the form with a selected template in the right panel.
• Click on the Start button.
• To edit the form name, click the edit icon and update the existing name with the required form name.

2. How to Add & Edit the Form Fields in HubSpot Forms?

To add new form fields or edit the existing HubSpot form fields, follow these steps – 

• Search or browse through the property groups to find an existing form field.
• Select the relevant object type of the field to determine whether the form actions appear on the activity timeline of the associated records or not. 
• Create a new property to be used as the form field:
  • Click Create a new tab.
  • Select Form field type.
  • Set up your form field from the right panel options:
    • Select and add Object type.
    • Select Property group.
    • Add property name.
    • Add property description text.
  • Click Next.
  • Click on the Create button.
• Drag and drop the form fields onto the form preview and locate your HubSpot form fields, for example, First Name, Last Name, Upload file through HubSpot form, Street Address, etc. as you like. 

Note: HubSpot verifies whether each email address shared is valid or not upon form submission. Therefore, the Email field is required in HubSpot form, by default.

3. How to Customize your HubSpot Form Options?

With HubSpot forms, you also have options to customize your forms with additional functionalities like sending notifications, taking follow-ups, etc. Here are the steps you must follow to customize your form options – 

• Go to the Options tab.
• Customize the options as required: 
  • What should happen after a visitor submits this form: choose to display a thank you message to your visitors or redirect them to another page after they submit the form.
  • Follow-up options: select the Send submission email notifications to the contact’s owner checkbox to automatically send a notification to the contact’s owner.
  • Send submission email notifications to: click the dropdown menu to select the default teams or individuals to send submission email notifications to, regardless of contact ownership. Recipients set here will be overwritten by recipients set in the form options on HubSpot pages.
  • Campaign: to associate the form with a campaign in HubSpot, click the Campaign dropdown menu and select a campaign. To create a new campaign instead, select Create campaign. Learn more about working with campaigns in HubSpot.
  • Form and error message language: select the language for default field labels and errors displayed to visitors who don’t fill out the form correctly.
  • Always create a contact for a new email address: select this option to create a new contact record for every submission with a unique email address. If the email address submitted matches an existing contact record in your database, the details on the existing record will be updated.
  • Add a link to reset the form: select this option to allow visitors to remove any pre-populated fields on the form and to create a new contact on submission. When enabled, visitors can click a Not you? Click here to reset the link that resets the form. This will also disable cookie tracking in the form submission, preventing any cookie overwrites. 
  • Pre-populate fields with known values: if a contact previously visited your site and submitted a form, and HubSpot was able to store and track their cookies, any known field values can be pre-populated on the form. This option is enabled by default. To disable this option, click to toggle the Pre-populate fields with known values switch off. Learn more about pre-populated form fields. 

4. Style & Preview your HubSpot Forms 

• At the top, click the Style & Preview tab. A preview of the form will update in the right panel as you adjust the form’s styles or test its features.
  • Set as raw HTML form: select this option to render the form as a raw HTML element rather than inside an iframe. Any HubSpot styling will be removed, and the form can be styled with CSS in your external stylesheet (Marketing Hub Professional or Enterprise, CMS Hub Professional or Enterprise, or Legacy Marketing Hub Basic only).
  • Input options: select one of four available themes for field and button styles.
  • Style: customize the form’s width, fonts, and colors.
  • Test: if you have progressive fields or dependent fields on this form, you can test how they’ll appear to your visitors.

5. Finally! Publish your HubSpot Form Now.

Once you’re done with all the changes and customizations, you can click on the Publish button in the top-right corner to make your form live. After the form is published, you can use it on HubSpot pages, external websites, and/or standalone pages via its embed code.

Also, please note that once the HubSpot form is published on LIVE, it cannot be unpublished.

Read More: How to create a HubSpot payment form?

The post How to Create HubSpot Forms? appeared first on MakeWebBetter Support.

1. How do HubSpot Subscription Types & Preferences Work?

Follow the steps directed below to review your HubSpot contact’s status for a subscription type:

• Log in to your HubSpot account and go to Contacts > Contacts.
• Select the name of a contact.
• On the left side of the contact record, you’ll see a section – Communication subscriptions select it and then click on View subscriptions.
• In the right panel, review the status for each of your subscription types.

Note: The subscription types in HubSpot include three possible statuses, namely, Subscribed, Unsubscribed, or Not specified.

The HubSpot subscription types operations vary based on whether GDPR is enabled or disabled.

• If GDPR is Enabled:

  • The subscription types in HubSpot precisely structure the contact’s consent to communicate into three statuses – 
    • Opted in
    • Opted out
    • Not opted in or out (default)
  • The three statuses mentioned above are applied differently to each subscription type.
  • The selected status of the subscription type is stored in the contact record’s communication subscription section.
  • To clearly define the role that subscription types play between the contact and business’s communication, subscription types include process and operation. 

• If GDPR is Not Enabled/Disabled:

  • A contact record’s status can have one of the following two statuses for a subscription type:
    • Opted in (default)
    • Opted out
  • You can check a contact’s status for a given subscription type by checking their Opted-out of email properties.

2. How to Setup HubSpot Subscription Types?

An email subscription type can be created and managed from your settings:

• Log in to your HubSpot CRM account, and go to the settings menu.
• In the left sidebar menu, click Marketing > Email.
• Click on the Subscription Types.
• If you have a Marketing Hub Enterprise account and you have the Business Units addon, you can associate subscription types with specific business units.  At the top of the page, click the Current View dropdown menu, then select a Business Unit.
• Click Create subscription type.
• Add a name and a quick description of how this subscription type will be used.
• If you have enabled GDPR functionality in your account, you can optionally configure your subscription type to clarify to your subscribers how and why you’ll be contacting them.
  • Click the Purpose of subscription dropdown menu, then select a purpose for the subscription type. This purpose should broadly align with the nature of the emails you plan on sending to the associated subscribers.
  • Click the Method of communication dropdown menu, then select a method for how you plan on contacting subscribers.
  • When a contact reviews your subscription type, the purpose and method of communication will appear first, followed by its name and description. You can confirm how your subscription type will appear under Preview.
• Click Save.

• On the Subscription Types tab, click a subscription type and drag-&-drop it into position to re-order your subscription types. This controls the order that subscription types will appear on your subscription preferences page.

3. How to Edit HubSpot Subscription Types?

To edit the subscription type in HubSpot and make changes to its information, follow the steps guided below:

• Go to the Settings menu in the main navigation bar.
• Click Marketing > Email.
• Click the Subscriptions Types tab.
• Hover over the type and click Edit.

• Make changes as needed, then click Save.

The post How to Setup HubSpot Subscription Types? appeared first on MakeWebBetter Support.

Must-Know: Not all triggers are available for all the workflows. Different workflows have different enrollment triggers. 

Before you start with HubSpot workflow enrollment triggers, please note the following – 

• You can add up to 250 filters to a workflow’s enrollment triggers.
• By default, records are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. Learn how to use re-enrollment triggers to allow records to re-enroll in your workflows.
• You don’t need to set enrollment triggers if you’ll only be manually enrolling records in a workflow or enrolling records through another workflow’s Enroll in another workflow action.
• You can enroll contacts in a workflow from a chatflow. This is considered a manual enrollment.
• If you’re refining your enrollment trigger by adding a refine by criteria, only one refine by criteria can be added. For example, you cannot refine a page view enrollment trigger by both date and number of times viewed.                                                                            

Exceptions working with HubSpot workflow enrollment triggers – 

• Only Marketing Hub accounts can use page views and CTAs as enrollment triggers.
• Only Sales Hub Professional or Enterprise accounts can use quote-based enrollment triggers.

Common HubSpot Workflow Enrollment Triggers/ Workflow Enrollment Triggers Examples

1. All Workflow Types

1.1. Property Value

Workflow enrolls contacts based on the property values of the record and any associated objects. Different object properties will be available for enrollment triggers depending on the type of workflow you have selected. 

• Go to Automation > Workflows in your HubSpot account.
• Click Create workflow in the upper right corner.
• Select a record-based workflow.
• In the workflow editor, click Set the enrollment trigger.
• Decide which type of property you will enroll records by.
• Then use the dropdown to select a specific property.
• Depending on the property’s field type, you’ll have different filtering options.

1.2. Activity

Enroll records in a workflow based on activity. Activities include meetings, conversations, tasks, notes, one-to-one emails, and phone calls that have been logged to the record in HubSpot. 

• Go to Automation > Workflows in your HubSpot account.
• Click Create workflow in the upper right corner.
• Select any record-based workflow.
• In the workflow editor, click Set the enrollment trigger.
• Click Activities properties in filter type.
• Then select the property name and other filtering options.

2. HubSpot Workflow Enrollment for Contacts, Companies,  Deals, Tickets, and Custom objects

2.1. Association labels

If you’ve associated multiple companies with your records and you’ve labeled these associations, you can further filter your enrollments based on these association labels.

For example, rather than enrolling all companies associated with contacts that have a Lifecycle stage of Opportunity. You can further filter by companies associated with contacts by specific [association labels] that also meet the same criteria.

2.2. Line items

Enroll records based on associated line items. For example, you can set up your workflow to enroll deals based on a filter of Discount % greater than 10. Any records with an associated line item that’s been discounted more than 10% could then enroll in the workflow. Line items cannot be used as re-enrollment triggers. 

2.3. Payments

Enroll records based on payment information when a payment is made on a payment link or quote using the payments tool. 

For example, you can set up a workflow to enroll records based on a filter of Payment status if any succeeded. This workflow can then be used to send confirmation emails to customers that successfully made payments.

2.4. Subscriptions

Enroll records based on associated subscriptions. A subscription is created and associated with a record when a buyer makes a recurring payment on a payment link or quote using the payments tool. 

For example, you can set up a workflow to enroll records based on a filter of Recurring billing frequency equal to monthly. This workflow can then be used to send upcoming payment reminder emails to customers that are subscribed to monthly recurring products.

3. HubSpot Contacts Workflow enrollment triggers

3.1. Privacy consent

Enroll contacts with a specific cookie consent status. This value is obtained when a contact visits your website, and accepts, rejects, or revokes cookies through your cookie policy banner.

3.2. Form submissions

Enroll contacts in your workflow based on the forms they submit on HubSpot pages. This can be further refined by the date or number of times the contact submitted a form. 

This trigger will also apply to contacts that enter their email address to view a document.

3.3. Behavioral events

Enroll contacts that have either completed or did not complete an event.

• If the option, Contact, has completed is selected, the filter can be refined by the date or number of times the event is completed.
• If the option, Contact, has not been completed selected, the filter cannot be further refined.

This enrollment trigger is only available for HubSpot accounts with legacy behavioral events. Events created in the updated custom behavioral events tool, such as manually tracked behavioral events, will not appear in this trigger.

3.4. Call-to-Action

Enroll contacts that have seen, not seen, clicked, or not clicked on a specific call-to-action. This can be further refined by the date or number of times that the contact interacted with the CTA.

3.5. Marketing email activity

Enroll contacts based on their marketing email activity such as email clicks, opens, bounces, and unsubscribes.

The post How you can Setup HubSpot Workflow Enrollment Triggers? appeared first on MakeWebBetter Support.

• HubSpot Form Progressive Fields
• HubSpot Form Dependent Fields

Progressive fields or progressive profiling fields empower your basic HubSpot forms with standard fields to extend another field appearing in the place of the standard field. 

1. How do Progressive Fields Work in HubSpot Forms?

Suppose you have created a basic HubSpot form with standard fields to capture basic information about the prospecting leads. The same fields will appear every time this form is reloaded. You can use the progressive field here to set another field to appear in the place of the existing field; if your contact already has the value for a specific field and is filling out the form again.

Progressive fields are helpful in gaining new information from your contacts without irritating them by asking for similar information again and again; gradually building their trust. The limitation of the progressive field is that it cannot be used in pop-up forms.

Important!

• If the Always create contacts for new email address option is turned on, you cannot use progressive fields.
• If the Pre-populate fields with the known values option are turned on and the property value is known, the HubSpot queued progressive fields will appear for progressive form fields in HubSpot. Pre-populated fields will only appear for non-progressive form fields. 

2. How to Add Progressive Fields in HubSpot Forms

To add the progressive fields in forms in HubSpot, follow the steps mentioned below:

Pre-requisite: Please ensure before proceeding with adding the HubSpot progressive form fields that the contact must currently not have a value for the field and must not have had a value for the field in the past. Also, you must choose which fields to queue up, then select the existing fields to make them progressive.

• • Login to your HubSpot account. Go to Marketing > Lead Capture > Forms.

• • • Click the name of a form or create a new form.

• • • • After selecting the form, go to the form editor. Scroll down to the Queued progressive fields section, select and drag over the field(s) that you want to display as progressive for the contact’s previously captured information. The queued fields will appear in this order if a contact has known values for any of your progressive form fields in HubSpot.

2.1. How to Edit and Add Criteria to Progressive Field?

• • • • • To make a field progressive, hover over the field and click the pencil icon.

• • • • • • Click the Logic tab in the left panel.
          • Next, in the Dependent fields section, select the criteria from the drop-down menu that you like to use in your progressive field, then select the form field to show if the above criteria are met.
          • Once done adding criteria, click Add.

3. How to Test Progressive Fields are Added Correctly to Your HubSpot Forms?

To test whether the progressive fields are added to the HubSpot forms or not, follow the steps directed below:

• • • • • • • • Go to the Style & Preview tab.
              • In the left panel, click the Test section to expand the window.
              • Select a Queued progressive field checkbox and see how the form changes for a visitor who has already filled it in or already has a value for the form field.

• • • • • Once done, Save or Publish your changes by clicking on the button in the upper-right corner.

The post How one should Use Progressive Fields in HubSpot Forms to Capture Leads? appeared first on MakeWebBetter Support.