Lead-Flows

How do I create a lead flow?

Last updated: January 13, 2017

Available For:

Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: N/A

In Beta

The Lead Flows tool allows you to easily create lead capture and customize engaging lead capture forms.

If you would like to add lead flows to a non-HubSpot page, you will need to make sure you have installed the HubSpot tracking code on your external site. Find instructions for Marketing Free and Starter here and Marketing Basic, Pro, and Enterprise here.

To create a lead flow:

  • Navigate to Lead Flows: 
    • From your Marketing Free or Starter account, click Lead Flows in the main navigation bar.
    •  If you're a Marketing Basic, Professional, or Enterprise customer, navigate to Content > Lead Flows. If you do not see Lead Flows in your navigation menu, you'll need to first enable it. To do so, navigate to Account MenuSettings. Select Products & Add-ons in the left sidebar, then click Use it now under Lead Flows
  • Click Create lead flow.

  • Choose the Type of lead flow you'd like to create:
    • Pop-up box: the most attention-grabbing and best used to promote social channels, grow your email list, and provide the most valuable content you have.

      steps_pop_over.png
    • Dropdown banner: best used to promote a timely offer (i.e. a sale, webinar) or to grow your blog subscribers. 

      steps_top.png

    • Slide-in box left or right: best used to promote your content or grow blog subscribers.

      steps_bottom_right.png

 

  • Once you've chosen the type, click Next
  • The callout (or CTA) is an opportunity to grab your visitor's attention with a brief description of what you're offering via a title, description, image and theme colour. In the callout step of the editor you can:
    • Upload an image which is included on the callout and form step
    • Set your callout text (the main header)
    • Adjust the button text (also included in the form step)
    • Set the theme colour which will be included throughout the lead flow

  • Click Next
  • On the Form page you can:
    • Add body text to elaborate on the value you are providing with your lead flow. The body text will also be included in the callout step of your lead flow.
    • Add additional fields to the form by clicking + Add another form field
    • Set the form language. You can change the language of the non-editable parts of the popup, including the form field labels. Currently it is possible to translate these parts of the form to French, Spanish, Japanese, German and Brazilian Portuguese. 

  • Click Next
  • Create a thank you message that your visitor will see after submitting your form. You can link your visitor to additonal resources/downloads and include some lightly formatted text. When you're done, click Next

  • On the options you can customize the following: 
    • The internal name for your lead flow. The name will appear in the timeline for your contacts and in internal email notifications.
    • Which pages you'd like your lead flow to appear on (or all pages). The 'exact match URL' option supports a wildcard option, for example "http://www.website.com/blog/*" (note the asterisk at the end) if you'd like it to appear on all pages on your blog. Please note that you must have the HubSpot tracking code installed on your pages.
    • The user interaction that will trigger the lead flow. Page scroll will trigger the moment your visitor scrolls 50% down your page. Elapsed time simply triggers the moment X seconds have past. Exit intent allows you to trigger the lead flow when the visitor's mouse exits the their browser window (for example, when they're about to close the browser tab).
    • Don't want this lead flow to appear on mobile? Disable it using the next option. Lead flows are fully mobile optimized but, in light of some Google changes in January 2017, HubSpot recommends disabling lead flows for mobile.
    • Enable/disable internal email notifications for new submissions on this lead flow.

  • Lastly, you have the option to connect your lead flows to an email provider.

The lead flows editor provides an interactive preview where you can test each stage of your lead flow and see it in action. This preview offers the ability to view on desktop, tablet and mobile.