Last updated: September 4, 2023
Available with any of the following subscriptions, except where noted:
Sales Hub Enterprise
|
Service Hub Enterprise
|
After form submission, redirect visitors to a meeting scheduling page. You can either redirect all visitors to a selected meeting scheduling page, or you can configure rules to redirect to specific meeting scheduling pages based on their form responses.
Submitted form fields will automatically be populated on the meeting scheduling page. For example, if the prospect inputs their first name and email address on the form, they will not need to input the same fields again when booking a meeting.
Redirect all visitors to a single meeting scheduling page
To redirect all visitors to the same scheduling page after submitting a form:
- In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
- Hover over the form you want to edit and select Edit, or create a new form.
- Click the Options tab.
- In the What should happen after a visitor submits this form section, select Redirect to a Meeting scheduling page.
- Click the dropdown menu and select Redirect everyone to the same scheduling page
- Click the Redirect to a single meeting scheduling page dropdown menu and select the meeting scheduling page you would like to redirect visitors to.
- Continue creating or editing your form. After you've completed setting up your form, you will need to publish the form for changes to take effect.
Redirect visitors to different meeting scheduling pages
Redirect visitors to different scheduling pages based on their form submissions. For example, the form's state/region field contains any Southern states in the US (e.g., Florida, Georgia, South Carolina), redirect to the rep's specific meeting link for that territory. This can help automate the process of determining if a visitor is a qualified leadTo redirect visitors to different scheduling pages based on the values submitted in the form:
- In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
- Hover over the form you want to edit and select Edit, or create a new form.
- Click the Options tab.
- In the What should happen after a visitor submits this form section, select Redirect to a Meeting scheduling page.
- Click the dropdown menu and select Conditionally redirect people to different scheduling pages.
- In the Set up conditions for redirecting visitors to a scheduling page section, configure the rules for your redirect.
- Click the first dropdown menu and select the form field that you'd like to use for your condition.
- Click the second dropdown field a targeting rule.
- In the third field, enter the values that you'd like use.
- Click the Redirect to dropdown menu, then select the meeting scheduling link that you'd like to redirect visitors who meet this condition to.
- To add another condition for the same field, click + Add condition.
- To add another condition based on a different field, click + Add field.
- To rearrange your conditions:
- Hover over the condition. Then, click and drag the condition in order of priority, with the most important condition at the top.
- Visitors will be directed to the first scheduling page that they meet the conditions for.
- To delete a condition, hover over the condition and click the delete icon.
- In the Choose what happens to visitors that don't meet any conditions section, select one of the following options:
- Thank you message: enter a thank you message. This message will be displayed for any visitor that does not meet the above conditions.
- Scheduling page: select a scheduling page. Any visitor that does not meet the above conditions will be redirected to this page.
- Continue creating or editing your form. After you've completed setting up the form, you will need to publish the form for changes to take effect.
