Organize and manage forms

As you create forms, you can organize them into views or folders to help you stay organized. For example, you can create a custom view to display registration forms created this month, or create a folder based on the form's marketing campaign.

On the form index page, you can also manage your forms individually. This includes deleting, cloning, or exporting form data.

Create form views

Create and save a view to access specific groups of forms later. Learn more about creating, customizing, and managing saved views. 

1. In your HubSpot account, navigate to Marketing > Forms.

2. At the top of the table, click + Add view. 
3. Select an existing view or select Create new view to start from scratch. 
   
   
4. In the dialog box, enter a name for your view and select which users can access the saved view.
5. Click Confirm. Your new view will appear as another tab at the top of the table.
6. In the top right of the forms table, click the saveEditableView Save view icon.

Filter your forms

1. At the top of the table, apply any of the following filters:
   • Teams (Marketing Hub Enterprise only): filter by teams with access to the form. 
   • Form Type: filter forms by form type, such as non-HubSpot forms, regular forms, or blog comment forms.
2. To add quick filters, click + Add quick filter and select a filter.
3. To add customizable filters, click Advanced filters.
4. In the right panel, click + Add filter and select a filter.
5. Click the dropdown menus and select the filter criteria and options. 
6. To add an additional filter, click AND, then repeat the process.

Customize columns in your forms table

1. In the top right of the table, click Actions and select Edit columns.
2. On the left, select the checkboxes next to the form events or information you want to appear in the table. 
3. On the right, click and drag the properties to rearrange them in the table.
4. To remove a column from the table, click the x next to the column name. 
5. To reset the forms table to the default view, click Reset default view. 
6. To clear all columns from the table, click Remove all columns. This will remove all columns except the Name column. 
7. Click Save. The display of the updated columns will depend on whether you're updating a default view or a custom view: 
   • If you're updating the default All forms and Published views, this will only update the columns displayed for these views in your user's account.
   • If you're updating a custom view, this will update the columns displayed for the custom view for all users with access to the view. 

Organize forms with folders

1. In your HubSpot account, navigate to Marketing > Forms.
2. In the top right, click Folders.
3. To create a new folder: 
   • In the left panel, click Create folder.
   • In the dialog box, enter your Folder name. 
   • Click Create. Your new folder will display in the left panel of the page. 
4. To rename or delete a folder: 
   • In the left panel, click the folder name. All forms added to the folder will display in the table. 
   • To rename a folder, in the top left, click Actions > Rename folder. 
   • To delete a folder, in the top left, click Actions > Delete folder. 
5. To move individual forms to a folder:
   • Hover over the form to move.
   • Then, click and drag the form into an existing folder. 
   • Alternatively, click Actions and select Move to folder. Then, select a folder and click Move. 
6. To move multiple forms to a folder: 
   • Select the checkboxes next to the forms to move.
   • Then, click and drag the forms into an existing folder. All selected forms will be moved to the folder. 

Form actions 

From the forms index page, you can take action on your forms: 

1. In your HubSpot account, navigate to Marketing > Forms.
2. Hover over a form and click Actions. Then, select from the following:
   • View: test and view the form as a standalone page.
   • Details: view the details page of your form.
   • Share: view and copy the form embed code and direct link. Learn more about sharing a form on an external site.
   • View submissions: view an overview of the form submissions.
   • Export submissions: export all submissions on the form in a CSV, XLS, or XLSX file.
   • View file uploads: access all files submitted through a file upload field on the form. This option will only display if files were uploaded through form submissions.
   • Create list of contacts (Marketing Hub Starter, Professional, or Enterprise only): create a segment of contacts that submitted the form.
   • Select campaign: associate the form with a marketing campaign. 
   • Create translation: create a translated version of a legacy form.
   • Compare forms (Marketing Hub Professional or Enterprise): compare up to 10 forms side by side using the comparison tool.
   • Manage Access (Marketing Hub Enterprise only): select which users and teams have access to this content.
   • Move to folder: move the form to a folder.
   • Delete: delete the selected form.
3. To edit a form, hover over the form name and click Edit. Learn more about editing a form.
4. To clone a form, hover over the form name and click Clone. Learn more about cloning a form.

Delete a form

Forms can be deleted if they're no longer needed and aren't used in any HubSpot pages. If the form is displayed on HubSpot pages, you'll need to remove the form from the page before it can be deleted. To check which HubSpot pages are using the form, navigate to the Appears on column and click [number] place. 

When a HubSpot form is deleted, please note the following:

• Deleting a form cannot be undone or restored. 
• The form will no longer load on any live external pages.
• The form will not be available for use in segments, workflows, or reports.
• Previous submission data cannot be exported, but will remain in the relevant contact records.
• New submissions to a deleted form using the HubSpot's Forms API will not be accepted.

To delete a form:

1. In your HubSpot account, navigate to Marketing > Forms.
2. To delete an individual form: 
   • Hover over the form you want to delete. Then click Actions and select Delete.
   • In the dialog box, click Delete form.
3. To delete forms in bulk:

• • Select the checkboxes next to the forms you want to delete.
  • At the top of the table, click Delete.
  • In the dialog box, click Delete.

Clone a form

You can clone a HubSpot form as a starting point for a new form or use the cloned form with a different campaign. When cloning your forms, please note the following: 

• If you have the Brands add-on: 
  • If a different brand is selected when cloning, data privacy options and follow-up emails will not be added. You can manually add these options to the cloned form.
  • If the same brand unit is selected, data privacy options and follow-up emails will be cloned and match the original form. 
• If you're using marketing contacts and the Set contacts created as marketing contacts option is toggled on, only users with Marketing contacts access will be able to clone the form. 

1. In your HubSpot account, navigate to Marketing > Forms.
2. Hover over the form you want to clone.
3. Click Clone. 
4. In the dialog box, enter your new form name. If you have the Brands add-on, select a brand for the cloned form. 
5. Click Clone. You'll be directed to the editor for the cloned form. 

Export form data

Export a spreadsheet of your forms data to share with external collaborators.

1. In your HubSpot account, navigate to Marketing > Forms.
2. In the top right of the table, click Actions and select Export forms.
3. Configure your export file: 
   • Name: enter a name for your export. 
   • Format: select a format for your export. You can export your campaign details in a CSV, XLS, or XLSX file. 
   • Send to: this is set to your HubSpot user email by default.
   • Choose what you'd like to export: select to export form dashboard data in current view or All available form dashboard data.
4. Click Export to receive an email with a download link to the export file. This download link will be available for 90 days. You can also review and access the form data export from your Import and Export settings.