How do I create a dynamic form in HubSpot?

Overall, dynamic forms can be a powerful tool for improving your marketing and sales efforts. By creating dynamic forms, you can personalize your forms, collect more information about your leads, improve lead segmentation, and increase engagement.

HubSpot's dynamic form creation tool offers two options for dynamic form creation:

  1. Conditional logic
  2. Progressive profiling

Here are the steps on how to create a dynamic form in HubSpot using conditional logic:

  1. Go to Marketing > Lead Capture > Forms.
  2. Click the name of a form or create a new form.
  3. In the form editor, hover over the field that you want to make conditional and click the edit pencil icon.
  4. In the left panel, click the Logic tab.
  5. In the Conditional logic section, click Add.
  6. Select the field that you want to show based on the value of the first field.
  7. Enter the value that you want the first field to have in order for the second field to be shown.
  8. Click Save.

Your conditional form will now be added to your form. When a user fills out the first field, the second field will only be shown if the user enters a value that matches the rule you set.

Here are the steps on how to create a dynamic form in HubSpot using progressive profiling:

  1. Go to Marketing > Lead Capture > Forms.
  2. Click the name of a form or create a new form.
  3. In the form editor, on the right panel, click Queued progressive fields.
  4. Click and drag over any fields you want to show in place of a contact's previously captured fields. Queued fields will appear in this order if a contact has known values for any of your progressive form fields.
  5. To set an existing field as a progressive field, hover over the field and click the edit pencil icon.
  6. In the left panel, click the Logic tab. Then, click Progressive field options.
  7. Click the dropdown menu and select Replace with queued progressive field. If this field has been previously submitted, the field will be replaced with the next queued progressive field.

Your progressive form will now be added to your form. When a user fills out the first field, the next field will only be shown if the user enters a value that matches the rule you set.

Which method you choose will depend on your specific needs and requirements. If you need to show different fields to different users based on their input, then conditional logic is the way to go. If you need to show different fields to users based on the information they have already provided, then progressive profiling is the way to go.

Overall, dynamic forms can be a powerful tool for improving your marketing and sales efforts. By creating dynamic forms, you can personalize your forms, collect more information about your leads, improve lead segmentation, and increase engagement.