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      How do I set up progressive profiling HubSpot?

      Progressive profiling can be a powerful tool for collecting more information about your leads and improving your marketing and sales efforts.

      Here are the steps on how to set up progressive profiling in HubSpot:

      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.

      Here are some additional tips for setting up progressive profiling in HubSpot:

      • Think about your buyer personas: When you are setting up progressive profiling, it is important to think about your buyer personas. What information do you need to know about your leads in order to qualify them and move them down your sales funnel?
      • Start with a few fields: When you are first setting up progressive profiling, it is a good idea to start with a few fields. This will help you to get a feel for how it works and make sure that you are not overwhelming your leads.
      • Be strategic about the order of your fields: The order in which you show your fields can have a big impact on the results you get. Think about the information you need to know and the order in which you would like to ask for it.
      • Test and refine your progressive profiling: Once you have set up progressive profiling, it is important to test it and refine it as needed. You can use the data you collect to see what is working and what is not.

      Progressive profiling can be a powerful tool for collecting more information about your leads and improving your marketing and sales efforts. By following these steps, you can set up progressive profiling in HubSpot and start collecting more information about your leads today.