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Forms

Create pop-up forms

Last updated: July 22, 2021

Applies to:

All products and plans

With the pop-up forms tool, you can create engaging lead capture forms to attract new leads. You can use pop-up forms with any blog post, landing page, or website page hosted on HubSpot. 

To add pop-up forms to an external page, you must install the HubSpot tracking code on your external site, or install the HubSpot WordPress plugin on your WordPress site.

  • In your HubSpot account, navigate to Forms:
    • For Professional and Enterprise accounts, navigate to Marketing > Lead Capture > Forms.
    • For Starter and Free accounts, navigate to Marketing > Forms.
  • In the upper right, click Create form.
  • Select your form type. For a pop-up form, you can select:
    • Pop-up box
    • Dropdown banner
    • Slide-in left box
    • Slide-in right box
  • In the upper right, click Next.
  • At the top of the form editor, click the edit pencil icon to edit the form name.

1. Callout - Select the action

On the Callout tab, add and customize callout text to grab your visitors' attention.

  • Featured image:  select a featured image to display on both the callout and form step (pop-up box and slide-in box only)
  • Callout text: the main header on the callout.
  • Callout body: additional information or details on the callout. This is optional.
  • Callout button text: the callout form button text.
  • Theme color: set the theme color for the button on your pop-up form Select a custom color from the color picker or manually enter a hex value.
  • Link button: select where the callout button will link to.
    • Form step: direct your users to a form from the pop-up form. Customize your form by clicking on the Form tab.
    • Non-HubSpot URL: paste a link to an external page.
    • HubSpot page or blog post (Marketing Hub Starter, Professional, or Enterprise or CMS Hub Professional or Enterprise): select a HubSpot page or blog post in the dropdown.
    • File download: click Browse files to add your file.
    • Meeting link: select a meeting link from the dropdown menu.
    • Calendar event: create a calendar event and set the Event name, Start date, End date, Timezone, Location, and Details. The event will be created in the customer's Google or Outlook calendar. 

  • Any callout customization will appear in the preview on the right, so you have an idea of what your pop-up form will look like when it's live on your page.
  • Click Next. If you’re not linking the button to a form, skip to step 5.

2. Form - Customize your pop-up form

On the Form tab, customize what your visitors see when they click the pop-up form button.
  • Form body: additional information or details on the form. This is optional. 
  • Added fields: the default Email field is automatically included and a maximum of four fields can be added to the form.
    • To add additional fields to the form, click + Add another form field. Pop-up forms support the following field types: single-line text, multi-line text, dropdown select, single checkbox, number, date picker, and file. Users in a Marketing Hub Starter, Professional, and Enterprise account can create custom contact properties in pop-up forms.
    • To customize the way a form field appears to visitors, click the edit pencil icon.  To edit the field label, add placeholder text, or enter a default value. For the Email field, you can specify email addresses and domains to block.
  • Form button text: the form button text from the Callout tab will populate this field. To make any changes to the button text on the form step, update it here.
  • Notice and consent / legitimate interest (GDPR): if you have GDPR enabled in your HubSpot account, you can set the notice and consent option for this pop-up form. To customize the default text, click the edit pencil icon.
  • Language: set the form language. This will change the form field labels, Notice and consent/legitimate interest message, and error messages displayed on the form. All other editable fields will need to be manually translated.
  • Set lifecycle stage: choose the lifecycle stage contacts who submit the pop-up form will have. This is set to Lead by default.
  • CAPTCHA: enable CAPTCHA to provide additional protection against spam submissions.

When you're done customizing your pop-up form, click Next.

3. Thank you - Create a thank you message

On the Thank you tab, enter a thank you message for your visitors to see after they submit your pop-up form. Use the rich text editor to include some lightly formatted text, or link your visitor to additional resources.

To add a button after your thank you message to redirect your visitors elsewhere:

  • Select the Add a button checkbox.
  • Customize the Button text.
  • Select the link for your button:
    • Non-HubSpot URL: redirect visitors to an external page. Enter the page URL.
    • HubSpot page or blog post (Marketing Hub Starter, Professional, or Enterprise or CMS Hub Professional or Enterprise): select a HubSpot page or blog post from the dropdown menu.
    • File download: click Browse files to add your file.
    • Meeting link: select a meeting link from the dropdown menu.
    • Calendar event: create a calendar event and set the Event name, Start date, End date, Timezone, Location, and Details. The event will be created in the customer's Google or Outlook calendar. 
  • When you're done creating a thank you message, click Next.



4. Follow up - Create a follow-up email

On the Follow-up tab, create a follow-up email that your visitor will receive after submitting your form.

Please note: Accounts using HubSpot’s free tools must complete an email setup wizard to enable double opt-in for pop-up forms.

  • Click Create follow-up email.
  • In the right panel, customize the details of your follow-up email:
    • Subscription type: click the dropdown menu and select the subscription type.
    • From user: click the dropdown menu and select the sender of your follow-up email.
    • From name: enter a customized from name for your follow-up email.
    • Subject line: enter a subject for the follow-up email.
    • Body: enter the email body text to continue engaging your contact.
    • Edit email footer: click to customize your company's name and address in your email configuration settings.
  • Click Save. A brief preview of the email should appear. Users in Marketing Hub Starter, Basic (legacy), Professional, or Enterprise accounts can click Add another email to add up to three follow-up emails.
  • When you're done adding a follow-up email, click Next.

Please note: creating a follow-up email will automatically add a CAPTCHA to the form.

5. Targeting - Customize where your pop-up form displays

Target your visitors by choosing when you want this pop-up form to appear on your site. Add filters to combine multiple sets of rules about which visitors see your pop-up form. Learn more about targeting rules.

Website URL

You can add conditional logic for specific webpage URLs and/or query parameter values. By default, the pop-up form will appear on all pages.

  • To show the pop-up form when a visitor is on a specific website URL, in the Website URL section:
    1. Click the first dropdown menu and select Website URL.
    2. Click the second dropdown menu and select a targeting rule.
    3. Enter your rule criteria in the text field.

  • To show the pop-up form when a visitor is on a website page whose URL includes specific query parameters:
    1. Click the first dropdown menu and select Query parameter.
    2. In the first text field, enter the query parameter name.
    3. Click the dropdown and select a targeting rule.
    4. In the second text field, enter the query parameter value.

  • To add another rule, click Add rule.
  • To exclude the pop-up form from certain pages (e.g., a privacy policy page), click Add exclusion rule.

Visitor information and behavior (Optional)

You can also target your pop-up form to specific contacts based on known information about them. Marketing Hub Professional and Enterprise accounts can create additional filter groups combining rules for when to show or hide your pop-up form.

To set criteria based on visitor information, in the Visitor information and behavior section:

  • Select when to show the pop-up form:
    • On the Show Pop-Up tile, click the first dropdown menu to choose when visitors see your pop-up form.
    • Click the next dropdown menu to select your filtering rules.
    • To add more rules for when to show your pop-up form, click Add rule and select your filters.
  • Select when to hide the pop-up form:
    • Click Add exclusion rule.
    • Click the first dropdown menu to choose when the pop-up form should be hidden. 
    • Click the next dropdown menu to select your filtering rules.
    • To add more rules for when to hide your pop-up form, click Add exclusion rule and select your filters.
  • To create another set of filtering rules, click Add filter group and select your filtering rules.

add-filter-groups

Triggers

Set when the pop-up form should appear on the page. You can select the following options:

  • On 50% scroll: the form will appear when the visitor has scrolled halfway down the page.
  • On exit intent (pop-up box only): the form will appear when the visitor moves their cursor to the top bar of the browser window.
  • After elapsed time: the form will appear after the specified amount of seconds.

When you're done setting up your targeting rules, click Next

Please note:

  • When multiple triggers are selected, the form will appear according to whichever trigger condition is met first. 

  • When a contact has filled out your pop-up form they will not see the pop-up form again if they are in the same browsing session


6. Options - Further customize your pop-up form 

On the Options tab, you can customize your pop-up form. You can customize the following options:

  • Scheduling (Professional or Enterprise accounts only): to schedule a pop-up form so it is only active from a specific date, select Schedule for later.
    • To publish the pop-up form on a specific date and time, click the Start date and Time dropdown menus and set the date and time.
    • To unpublish the pop-up form on a specific date and time, click the Set unpublish date and time checkbox, then click the End date and Time dropdown menus and set the date and time. 
  • Small screen sizes: to turn off your pop-up form on mobile devices, select the Turn off pop-up form on small screen sizes checkbox. While pop-up forms are mobile-optimized, it's recommended to disable them on mobile.
  • Show dismissed pop-up form again after: click the dropdown menu to set the amount of time that should pass after a visitor dismisses the pop-up form before they can see it again.
  • Add contacts to Salesforce campaign: if you're using the Salesforce integration, click the dropdown menu to associate any contact who submits the pop-up form with a Salesforce campaign.
  • Add contacts to GoToWebinar: if you're using the GoToWebinar integration, click the dropdown menu to register any contact who submits the pop-up form for a specific webinar.
  • When contacts are captured, send email notifications to: click the dropdown menu to enter an email address, or select a user or team to receive notifications when contacts are captured.
  • Send opt-in emails: if double opt-in is enabled, to manage double opt-in settings for your pop-up forms, click Manage in settings.
  • Follow-up subscription type: if GDPR settings are enabled, click the dropdown menu to select a subscription type for your email send.
  • Push new contacts to your email provider (optional): to set up an email provider to push contacts to, click Manage in settings. Learn more about pushing contacts to MailChimp lists.
When you're done configuring your form's options, click Next.


7. Preview - View a preview of your pop-up form

On the Preview tab, you can test an interactive preview of your pop-up form.

  • To see how your pop-up form will appear on different devices, click the Desktop, Tablet, or Mobile buttons in the upper left.
  • To view each step of the pop-up form, click theleftrightleft/right arrow icons.

Publishing and unpublishing your pop-up form

  • Once you've finished setting up your form, in the top right, click Publish to take your pop-up form live.
  • You can also unpublish a live form from the Options tab: 
    • Navigate to the Options tab.
    • Click Unpublish
    • In the dialog box, click Unpublish pop-up form.
    • After unpublishing your form, you can choose to either return to the forms dashboard by selecting Go to the dashboard, or stay in the forms editor by selecting Stay in the editor

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