HubSpot's New Form Editor Revolutionises Digital Marketing
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    HubSpot's New Form Editor Revolutionises Digital Marketing

    Forms are a crucial element of digital marketing, serving as the primary tool for capturing leads, collecting customer information, and driving conversions. To enhance the process of creating and managing forms, HubSpot has introduced its new Form Editor (BETA). This upgraded tool offers an intuitive interface, advanced customisation options, and the ability to create multi-step forms, all designed to make form creation easier and more effective. In this blog, we’ll explore the key features of HubSpot’s new Form Editor, discuss its benefits, and guide you through how to use it to create high-converting forms for your business.

    The Importance of Forms in Digital Marketing

    Forms are the gateway to understanding your audience. They allow you to gather essential information, from basic contact details to in-depth insights about customer preferences and behaviours. Whether you’re looking to build your email list, generate leads, or collect feedback, having an efficient form-building tool is critical to your success. HubSpot’s new Form Editor (BETA) enhances this process, providing a more flexible and user-friendly way to create forms that align with your marketing goals.

    Key Features of HubSpot’s New Form Editor (BETA)

    1. Enhanced Drag-and-Drop Interface

    The new Form Editor features an improved drag-and-drop interface that simplifies the process of building forms. You can easily add, remove, and rearrange form fields, making it possible to create complex forms without any coding knowledge. This user-friendly design ensures that even those with minimal technical skills can create professional-looking forms.

    2. Multi-Step Form Creation

    One of the standout features of the new editor is the ability to create multi-step forms. Multi-step forms break down a long form into smaller, manageable segments, encouraging higher completion rates. This is particularly useful for collecting detailed information without overwhelming the user.

    3. Advanced Conditional Logic

    The new editor includes enhanced conditional logic capabilities, allowing you to create dynamic forms that change based on user inputs. For example, you can set rules to show or hide specific fields depending on previous responses, creating a more personalised and relevant experience for each user.

    4. Real-Time Preview

    As you build your form, the real-time preview feature lets you see how your form will look and function across different devices. This ensures that your form is fully responsive and provides a consistent user experience, whether viewed on a desktop, tablet, or mobile device.

    5. Improved Customisation Options

    The BETA version introduces more robust customisation options, allowing you to style your form to reflect your brand’s identity. You can adjust the appearance of individual form elements, including text, input fields, and buttons, ensuring that your forms are visually aligned with your overall website design.

    6. Seamless CRM Integration

    As with the previous form editor, the new version integrates seamlessly with HubSpot’s CRM. This means that all form submissions are automatically captured and stored in your contact database, making it easier to manage leads and follow-up actions.

    How to Use HubSpot’s New Form Editor

    1. Create a New Form

    To get started, navigate to the Forms tool in your HubSpot account (Marketing > Forms). Click “Create form” in the top right corner and select the New Form Editor. Name your form and begin adding content using the intuitive drag-and-drop interface.

    2. Add and Customise Form Fields

    Use the left panel to drag and drop form fields onto your form. Each field must be associated with a HubSpot property, which you can select or create as needed. Customise each field by adjusting its label, placeholder text, and default value, ensuring it meets your specific requirements.

    3. Apply Conditional Logic

    To add conditional logic, click the logic icon in the top left corner. Configure rules that show or hide fields based on the user’s previous responses, creating a dynamic and personalised form experience.

    4. Design Your Form

    Customise the overall appearance of your form by adjusting the text, input fields, and button styles. You can also set a background colour or image to enhance the visual appeal of your form.

    5. Set General and Submission Settings

    Configure what happens when a form is submitted, such as creating a new contact or setting the contact’s lifecycle stage. You can also set up email notifications to alert your team when a form is submitted.

    6. Publish and Share Your Form

    Once your form is complete, click “Publish” to take it live. You can then embed the form on your HubSpot pages or external sites, or share it using a standalone URL.

    Benefits of Using HubSpot’s New Form Editor

    Enhanced User Experience

    The new editor’s intuitive interface and real-time preview make form creation more accessible and efficient. These features help you create forms that not only look great but also function smoothly, leading to higher conversion rates.

    Greater Flexibility and Control

    With advanced customisation options and enhanced conditional logic, the new Form Editor provides the flexibility needed to design forms that meet your specific needs. Whether you’re creating a simple contact form or a detailed multi-step survey, the new editor has the tools to support your goals.

    Streamlined Workflow

    By integrating seamlessly with HubSpot’s CRM, the new Form Editor ensures that all form submissions are automatically captured and managed in one place. This streamlines your workflow, saving time and reducing the risk of data entry errors.

    Real-World Applications

    Consider a marketing team launching a new product. Using HubSpot’s new Form Editor, they can create a multi-step form that collects detailed information from potential customers, such as their industry, budget, and specific needs. The form can be customised with conditional logic to show relevant questions based on user responses, ensuring that the team gathers the most valuable insights.

    Another example could be a non-profit organisation that needs to collect volunteer sign-ups. The new Form Editor allows them to create a visually appealing form that captures all necessary details, integrates the information into HubSpot’s CRM, and sends automatic follow-up emails to new volunteers.

    Conclusion

    HubSpot’s new Form Editor (BETA) is a powerful tool that offers enhanced functionality, greater customisation options, and a more intuitive user experience. Whether you’re looking to create simple contact forms or complex multi-step forms, this new editor provides the tools you need to build forms that drive results. By leveraging the new features, you can create more engaging forms that improve user experience, capture valuable data, and ultimately contribute to your business’s success.

    Learn more: https://knowledge.hubspot.com/forms/create-forms-using-the-new-forms-editor-beta