How to Create and Customize HubSpot Forms

Welcome to Marketing Reel! In this tutorial, AJ from Marketing Reel demonstrates how to create and customize HubSpot forms, helping you maximize their functionality and effectiveness. Whether you're embedding forms on your website or using standalone forms, this comprehensive guide will walk you through every step.
Key Steps Covered:
1. Accessing the Forms Section:
Navigate to Marketing - Forms.
Click on "Create form."
2. Choosing Form Types:
Standalone forms: Shared via a unique link.
Embedded forms: Code to embed on third-party websites or within HubSpot CMS.
3. Using Templates:
Out-of-the-box templates for quick setup.
Blank templates for full customization.
4. Building Your Form:
Drag and drop frequently used properties.
Customize form fields, labels, and help text.
Use placeholder text for hints and default values for hidden fields.
5. Advanced Form Features:
Enable CAPTCHA to prevent spam.
Set data privacy options and link to your privacy policy.
Create new fields if necessary - e.g., dropdowns, single-line text
6. Progressive and Dependent Fields:
Progressive fields replace known information with new questions.
Dependent fields create dynamic forms based on user responses.
7. Form Submission Options:
Inline thank you messages.
Redirect to a thank you page or external URL for further engagement.
8. Styling and Preview:
Adjust form styles, fonts, and colors.
Set raw HTML for custom developer styling.
9. Automations and Publishing:
Set up follow-up emails and notifications.
Publish and copy the form's HTML code for embedding.

[@yenmc]

Thanks AJ, so detailed!