How do I create and use the forms feature in Hubspot?

Q: What is a form in HubSpot?

A: A form in HubSpot is a digital tool used to collect information from visitors to your website or landing page. Forms can be used to capture lead information, gather feedback, or facilitate sign-ups for events, newsletters, or other activities.

Q: How do I create a form in HubSpot?

A: To create a form in HubSpot, follow these steps:

1. Go to your HubSpot account and navigate to the Forms tool.
2. Click on the "Create form" button in the upper right-hand corner.
3. Choose the type of form you want to create, such as a lead generation form or a feedback form.
4. Choose a template or start from scratch.
5. Add and customize fields for your form, such as name, email address, and company.
6. Choose a form style and customize it to match your brand.
7. Add any additional options or settings, such as thank you messages or redirect URLs.
8. Click "Save" to save your form.

Q: How do I add a form to my website or landing page in HubSpot?

A: To add a form to your website or landing page in HubSpot, follow these steps:

1. Go to your HubSpot account and navigate to the Forms tool.
2. Find the form you want to add and click on it to open the form editor.
3. Click on the "Publish" tab.
4. Choose how you want to embed the form, such as via a HubSpot-hosted page, an embed code, or a WordPress plugin.
5. Follow the instructions for embedding the form on your website or landing page.

Q: Can I customize the thank you message for my form in HubSpot?

A: Yes, you can customize the thank you message for your form in HubSpot. To do this, follow these steps:

1. Go to your HubSpot account and navigate to the Forms tool.
2. Find the form you want to edit and click on it to open the form editor.
3. Click on the "Options" tab.
4. Scroll down to the "Thank you message" section.
5. Customize the message text or choose a pre-written message template.
6. Click "Save" to save your changes.

Q: Can I create a follow-up email for my form submission in HubSpot?

A: Yes, you can create a follow-up email for your form submission in HubSpot. To do this, follow these steps:

1. Go to your HubSpot account and navigate to the Forms tool.
2. Find the form you want to edit and click on it to open the form editor.
3. Click on the "Options" tab.
4. Scroll down to the "Follow-up email" section.
5. Customize the email text or choose a pre-written email template.
6. Click "Save" to save your changes.

Q: Can I track form submissions and view analytics in HubSpot?

A: Yes, you can track form submissions and view analytics in HubSpot. To do this, go to the "Analytics" tab in the form editor. Here, you can view information such as the number of form submissions, conversion rates, and traffic sources. You can also create reports to track form submissions over time.