How to customize form options

Last updated: June 15, 2016

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Product: HubSpot Marketing
Subscription: Basic, Professional, & Enterprise

In previous sections of this guide, you learned how to set up a simple form. This article will cover some of the additional options available in form editor. When you first build your form, you can easily change the text for your submit button. By default, it says "Submit" but this can be changed to the wording of your choice. Generally speaking, more actionable terms like "Click here," "Go," "Register for the webinar," etc. tend to perform better than the standard Submit, but this your choice. HubSpot makes it easy to make this change at your discretion.

As a marketer, you'll want to make sure that your forms are inviting to the visitor, by changing the labels of your properties to user friendly questions, by including fields side by side, and by including some custom properties that gather information specific to your industry, persons, needs, etc. You can make it easier for your leads to submit form data by including options such as pre-populating fields with data that has already been gathered. You also have the ability to be notified via email when a lead has filled out your form by including your email address (or multiple email addresses) to be notified when the form has been submitted. This feature works for forms used on HubSpot pages and any HubSpot form used on your external website.

There are four other options you can apply to your entire form, accessible from the options tab inside your form:

  1. Error message language - this dropdown menu lets you decide which language is shown when a user tries to submit on a form without filling out any required fields.
  2. Pre-populate fields with known values - allows your form to know who is visiting and pre-populate data, based on the cookie installed in their browser. It allows leads to not need to fill out their information again as it has already been captured.
  3. Disable cookie tracking - contacts get recognized by HubSpot's tracking cookie in their browser, so if multiple contacts fill out the same form in one browser, the original contact record updates, despite a new email address being entered. When this is disabled, if multiple submissions happen in one browser, each new email address will create a new contact. Existing email addresses get their contact information updated. Disabling cookie tracking prevents HubSpot from gathering analytic information about that contact; therefore it should only be used for offline forms (ie tradeshows, internal submission form etc). You will learn more about setting up an offline form in a later section of this guide.
  4. Display Captcha on this form - you can choose whether or not you want to use CAPTCHA on your form to prevent automated form submissions. This can cut down on the amount of spam you receive on a form, so it discourages low-quality form submissions while still retaining (and growing) high quality leads.
  5. Notified when submitted - sends a form submission notification email to all email addresses listed in this window. Email addresses listed here need not be users in the portal. Note that if there are email addresses listed here and there are email addresses listed to be notified on your HubSpot Landing Page, the landing page's settings will override the email addresses listed in your form.

Open your form

From your HubSpot Dashboard, navigate to Contacts > Forms. Once there you can click on the name of a current form to edit it, or create a new form.

HubSpot Help article screenshot

Edit Submit Button Text

You have the option to edit the submit button text that appears on your live form.

Click Options near the top left

Besides the submit button text, most of the form options live under the Options tab, which is located at the top-left of your form.

Error message language

Your first choice for customization is which language will display if a user doesn't fill in a field correctly on the form, or forgets to fill out a required field.

If you have "English" chosen here, you'll see the bubbled error message pop up with an error in English such as in the example below. Please note that depending on your website's styling this may look different.

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. 

The default for this option is Yes.

With this option set to Yes, any time your visitors come to your site, any known information will already be filled in for them, saving them time in filling out subsequent forms.

With this option set to No, this information will not be pre-populated but works great with the "Disable cookie tracking" option for use in places such as trade shows, or when you expect multiple users will fill out the same form (such as at a conference). This prevents the previous user's submission information from being pre-populated when unnecessary.

These are optional for each form, so some of your forms may have this turned on while others may be turned off.

Disable cookie tracking

HubSpot recognizes your contacts based on the cookie that is dropped in their browser. When a user first visits your website and fills out a form, that cookie becomes associated with that contact; all other submissions using that cookie are associated with that contact. Sometimes, however, if multiple contacts fill out the same form on the same browser (and thus under the same cookie), previous submissions overwrite the contact record's data.

When cookie tracking is disabled, each submission will create a new contact. If the email address entered already exists, it will just update that contact record with the new information. Another contact's information will not be overwritten due to the unique cookie in the browser. 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. This is covered more in the article on how to use forms to capture contact information at trade shows and other offline events.

Display Captcha on your form

You can choose whether or not you want to use Captcha on your form - this is an extra level of filtering to help prevent low-quality form submissions while still retaining and growing high-quality form submissions. 

HubSpot Help article screenshot

This default option for this is No.

With your option set to Yes, your user will be asked to verify they are not a robot via the Captcha feature. Take a look below to get an idea of what this will look like on your forms.

HubSpot Help article screenshot

Notified when submitted

If you wish to be notified when a lead fills out your form, enter your email address in this window. You can add as many email addresses you wish, separated by commas. Email addresses listed here do not need to be users in your portal. If you do not insert an email address, no one will be sent a form submission notification email, unless dictated on the landing page.

Save your form

Once your form is complete, click to save form on the top-right.

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