How to customize your form options

Last updated: April 5, 2018

Available For:

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

Below, you'll find a walk-through of the following:

  • Customizing your submit button text
  • Displaying Captcha on your form
  • Determining what a visitor will see after submission
  • Setting recipients for form notifications
  • Setting the language for form submission error messages 
  • Disabling cookie tracking
  • Pre-populating fields with known values

Navigate to your form

In your HubSpot Marketing Hub BasicProfessional, or Enterprise account, navigate to Contacts FormsIn your HubSpot CRM or HubSpot Marketing Hub Starter account, navigate to Lead Capture Forms. Click the name of an existing form or create a new one. 

Customize your submit button

By default, the button will say "Submit," but you can change this to the wording of your choice. To do so, click the Submit button in the preview on the right. Then, edit the text in the Label field on the left.

Display Captcha on your form

Captcha provides an extra level of filtering to help prevent low-quality form submissions while still retaining and growing high-quality form submissions. You can enable Captcha on the Forms tab of the forms editor. In the pane on the left side, click to toggle the Captcha (SPAM prevention) switch in the Other form elements section.

Customize your form options

To continue customizing your form's options, click the Optiontab at the top of the editor. Here you can customize the rest of your form's settings.

What should happen after a visitor submits this form

Under What should happen after a visitor submits this form, you can choose to display a thank you message to your visitors or redirect them to a thank you page by selecting the corresponding radio button. If you choose to display a thank you message, customize the message that will be displayed in the rich text field below.

If you choose to redirect visitors to a thank you page, select the thank you page from the dropdown menu below. Learn more about creating thank you pages here

Follow up options

Next, you can set the recipients of your form submission notifications. Under Follow up options, check the Notify contact's HubSpot owner of their submission box to automatically send a notification to the contact's owner. Use the dropdown menu under Send submission email notifications to to specify a recipient(s) of all submission notifications, regardless of ownership. You can also select teams here. Note that any recipients set here will be overwritten by recipients set on individual landing pages for this form. 

Error message language

If there is a problem with a visitor's submission, such as an invalid email address or the omission of a required field, an error message will appear. Under Error message language, use the dropdown menu to select the language in which you'd like form submission error messages to appear.

forms-error-message-language

Cookie tracking

HubSpot recognizes your contacts based on the cookie that is dropped in their browsers. When a user first visits your website and fills out a form, that cookie becomes associated with that contact and any subsequent submissions with that cookie will be associated with the same contact and information will be overwritten.

In some situations, you may have multiple contacts filling out the same form on the same browser (at a trade show, for example). In these cases, you can disable cookie tracking so that each submission creates a new contact. If the email address entered already exists, the contact record will be updated with the new information. It's important to note that contacts submitted via a form with cookie tracking disabled will not have reporting data such as original source, page view history, or other tracking data recorded.

By default, cookie tracking will be enabled. Click to toggle the Cookie tracking switch off to disable cookie tracking (the switch will appear gray when disabled). You can learn more about this setting here

forms-cookie-tracking

Pre-populate fields with known values

If a visitor has come to your site and filled out a form before and HubSpot was able to capture their cookie information, this option will allow you to pre-populate information into your form fields the next time they visit and go to fill out a form. 

This option is enabled by default. With this option enabled, any time your visitors come to your site, known information will already be filled in for them, saving them time in filling out subsequent forms.

With this option disabled, this information will not be pre-populated. This can be helpful when you're also disabling cookies because you expect multiple users will fill out the same form (such as at a conference or a trade show). This prevents the previous user's submission information from being pre-populated.

To disable this option, click to toggle the Pre-populate fields with known values switch off (the switch will appear gray when disabled). 

forms-pre-populate-fields-with-known-values

Save or publish your changes

Once you've finished setting up your form's options, click Save to save your changes as a draft or Publish to take the changes to your form live. 

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