Forms

Edit your form fields

Last updated: October 13, 2020

Applies to:

All products and plans

When you have created your form you can customize your form fields. 

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.

  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • Hover over the form name and click Actions > Edit form. Or create a new form.
  • In the form editor, click a field to customize its options.
  • 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 option(s) to add and click Add.
  • In the top right, click Publish to update the live form.

Learn more about adding new options to a form field or removing a property value as an option from all forms.

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 contact property.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to CRM > Properties.
  • Locate and click the name of the property.
  • Ensure that the In forms switch is toggled on for all the property's options you want to display in your forms.
  • To add a new property option, click + Add an option.

  • Enter a label for your new option.
  • In the bottom left, click Save.

Repeat this step for any additional property options you want to add. Your new property options will appear in the form editor and on the live form.

Add a file upload field to your forms

Allow your users to upload one or more files with their form submissions by including a file upload field on your form. 

Please note: the file size limits for file upload fields are 100MB for a single file and 500MB in total for multiple files.

  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • Hover over the form name and click Actions > Edit form
  • In the left panel, under Create new field, drag the File field on to your form. 
  • In the dialog box, click the Group dropdown menu to select a property group. Enter the Label and a Description for the field. Click Next.
  • Click Create.

form-file-upload

  • To allow contacts to upload multiple files, hover over the file upload field and click the Edit icon.
  • In the left panel, select the Allow multiple files checkbox. 
  • In the top right, click Publish.

When a visitor uploads a file and submits your form, the file is stored in a hidden folder in your file manager. A link to the file will appear in the contact's record in HubSpot.

To view an uploaded file, navigate to the contact's record. In the About card, click View all properties. Search for your file property and click the external link icon externalLink to the right of the property value to view the file in a new tab. Any uploaded file links will also be included in the form submission's data and in the form submission events on individual contact's timeline.

Set up a phone number form field

The default phone number field only accept numbers and the following characters that are commonly found in phone numbers: + - ( ) . xYou can further validate phone numbers in form submissions by restricting the length of the number a visitor is able to enter. You can also allow visitors to select their country from a dropdown menu to include a country code in their phone number.

Please note: phone number settings must be set on a form-by-form basis.

  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • Click the name of an existing form or create a new one.
  • Hover over the Phone number field and click the pencil icon edit.
  • 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. 
  • To prompt visitors to enter a country code, click to toggle the Show country code dropdown switch on.

Please note: if you have the Show country code dropdown switch toggled on, the country code numbers will not be included in any number length restrictions.

edit-phone-number-field

  • In the upper right, click Publish.

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. 

Add a blog subscription field to your form

  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • Click the name of the form.
  • In the left pane, enter Subscription in the Search box. The results will show your blog subscription properties, each labelled [Blog name] Email Subscription.
  • Click, drag and drop your blog subscription field to the desired location in the form. 
  • In the form editor, click the Email subscription field to edit its display options.
  • In the top right, click Publish to update the live form.

Add a single checkbox field to your form

Create a single checkbox contact property

 

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 enrollment triggers.
    • In the right panel, select Contact property.
    • Click the Please select a property dropdown menu, then search for and select the new subscription checkbox property.
    • Select is equal to, then click the Search 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 the [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.
  • Review your workflow actions and settings. In the upper right, click Turn on.

 

Add the checkbox field in your form

  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • 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.

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.