Edit your form fields (legacy)

After creating a legacy form and adding form fields, you can customize the form fields and form field options. If you haven't added any form fields yet, learn how you can add existing form fields or create a new form field.

Please note: this article covers forms built with the legacy editor only. It’s recommended to use the updated form editor to create and manage new forms. Learn more about editing form fields in the updated form editor.

Permissions required Edit forms permissions are required to create or edit a form.

Customize form field options

By default, all values in a contact property are available as form field options. However, you can customize the available field options on an individual form basis. 

1. In your HubSpot account, click More, then navigate to Marketing > Forms. If More doesn't appear in your account, navigate to Marketing > Forms directly.

2. Hover over the form name and click Edit. 
3. In the form editor, click a field to customize its options.
4. In the left panel, in the Field options section:
   • To remove current options, hover over the option and click Remove.
   • To add unused options, click Add options at the bottom of the section. In the dialog box, select the options to add and click Add.
5. In the top right, click Update to update the live form.

Add new options to a form field

In order to add new options to a multiple checkbox, radio select, or dropdown select form field, you must edit the original property. Doing this can update the field for all forms using this property. 

1. In your HubSpot account, click the settings icon in the top navigation bar.

2. In the left sidebar menu, navigate to Properties.
3. Locate and click the name of the property.
4. Ensure that the In forms switch is toggled on for all the options you want to display in your forms.
5. To add a new property option, click Add option.
6. Enter a label for your new option.
7. In the top right, click Save. You can repeat the above steps for any additional property options you want to add. Your new property options will appear in the form editor and on the live form.

Customize your date field

After adding a date field to your form, you can choose the type of date format visitors will use in the form field. For example, DD/MM/YYYY or MM-DD-YYYY. 

1. In your HubSpot account, click More, then navigate to Marketing > Forms. If More doesn't appear in your account, navigate to Marketing > Forms directly.

2. Hover over the form name and click Edit. 
3. In the form editor, hover over the date field and click the edit edit icon.
4. In the left panel, scroll down and click the Date format dropdown menu, then select your desired date format. 
5. In the top right, click Update.

 

Customize your file upload field 

After adding a file upload field to your form, you can allow visitors to upload one or more files with their form submissions.

When a visitor uploads a file and submits your form, the file is stored in a hidden folder in your file manager. By default, the visibility for the uploaded file will be set to Private. It is not possible to change the visibility for files uploaded from file upload fields. 

A link to the file will appear in the contact's record in HubSpot. Any uploaded file links will be included in the form submission's data and in the form submission events on the individual contact's timeline. 

To customize your file upload field:

1. In your HubSpot account, click More, then navigate to Marketing > Forms. If More doesn't appear in your account, navigate to Marketing > Forms directly.

2. Hover over the form name and click Edit.
3. In the form editor, hover over the file upload field and click the edit edit icon.
4. In the left panel, scroll down and select the Allow multiple files checkbox. 
5. In the top right, click Update.

Please note:

• The file size limit for a file upload field is 100MB for both single and multiple file upload fields. In multiple file upload fields, there is no limit to the number of files uploaded, as long as the total size of the files is 100MB or less. 
• After uploading files in your form, if the Choose file button is clicked again, and another file is selected, the original files will be overwritten.

Set up a phone number form field

When setting up your phone number form field, do take note of the following:

• Phone number settings must be customized on an individual form basis.
• The default phone number field only accepts numbers and characters commonly found in phone numbers such as: + - ( ) . x. 
• If you've selected the option to Show country code dropdown menu, do note the following:
  • The country code will be included in any number length restrictions.
  • It is not possible to configure the default country code. By default, the country code will correspond to the visitor's device IP address.
    
    

To set up your phone number form field: 

1. In your HubSpot account, click More, then navigate to Marketing > Forms. If More doesn't appear in your account, navigate to Marketing > Forms directly.

2. Hover over the form name and click Edit.
3. In the form editor, hover over the Phone number field and click the edit edit icon.
4. In the left panel, input a Minimum and Maximum number length. If a visitor inputs a phone number that does not meet these length restrictions, they will not be able to submit the form. 
5. To prompt visitors to select their country from a dropdown menu and include a country code, click to toggle the Show country code dropdown menu switch on.
6. In the upper right, click Update.

 

Add a blog subscription field in a form

It is recommended to set up and use the default blog subscription form for visitors to subscribe to your blog. If you have access to workflows, you can also create a custom checkbox field for your forms, then use a workflow to subscribe these contacts. 

Add the default blog subscription field to your form

1. In your HubSpot account, click More, then navigate to Marketing > Forms. If More doesn't appear in your account, navigate to Marketing > Forms directly.

2. Click the name of the form.

3. In the left pane, enter Subscription in the Search box. The results will show your blog subscription properties, which will be labeled [Blog name] Email Subscription.

4. Click and drag your blog email subscription field to the desired location in the form. 

5. In the form editor, click the email subscription field to edit its display options.

6. In the top right, click Update to update the live form.

Add a custom blog subscription checkbox field to your form 

You can create and add a custom checkbox property to your form, then use a workflow to update that property. Contacts who select the checkbox and submit the form will have their checkbox property value set as Yes . This will enroll them into the workflow and update their blog subscription property to your specified subscription frequency.

1. Create a single checkbox contact property:
   • Create a custom contact property and set the Field type to Single checkbox.
   • Ensure that the Show property in forms and bots checkbox is selected.

2. Set up a workflow to add contacts as blog subscribers:
   • Create a contact-based workflow.
   • Set your enrollment triggers to enroll contacts who selected the checkbox.
     • In your workflow, click Set up triggers.
     • In the right panel, select Contact properties.
     •  Search for and select the new subscription checkbox property.
     • Select is any of, then click the dropdown menu and select Yes.
   • Click the + icon to add a workflow action.
   • In the right panel, select Set contact property value.
   • Click the Choose a contact property dropdown menu and select [Blog name] Email Subscription property.
   • Click the Choose property value dropdown menu and select the subscription frequency for the contact.
   • In the upper right, click Review and publish.
   • Review your workflow actions and settings. In the upper right, click Turn on.

3. Add the checkbox field in your form:

   • In your HubSpot account, click More, then navigate to Marketing > Forms. If More doesn't appear in your account, navigate to Marketing > Forms directly.

   • Click the name of the form.
   • In the left pane, search the name of the single checkbox contact property in the Search box.
   • Click, drag and drop the property into the desired location in the form. In the form editor, click the field to edit its display options.

• • In the top right, click Publish to update the live form.