How to create a smart form

Last updated: June 14, 2016

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Product: HubSpot Marketing
Subscription: Professional & Enterprise
Your form is the direct funnel into your HubSpot contact database. Being able to cater this form to your audience can be vital to your marketing efforts. Say, for instance, you wanted to show a shorter, more condensed form to visitors on their mobile phones? Smart forms can do this for you in HubSpot - it will recognize that a customer is on a mobile device and change the form accordingly.

How can this help you?

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Examples

Looking for some good examples of how you can use smart forms on your website? Check out our blog post that covers 5 Creative Ways to Increase Leads from Smart Forms
Read more

Sometimes personalizing your content doesn’t just have to be about including a name to address your visitor, or changing a couple sentences of content. Using a smart form module will allow you to change an entire form depending on your website visitor.

Sound like something that makes sense for your site? Awesome. Follow the instructions below to set this up on your HubSpot page, or even in your HubSpot template.

Instructions for your HubSpot page

Follow these instructions and you’ll learn how to create a smart form module on one of your HubSpot pages.

1. Navigate to Website Pages or Landing Pages

Navigate to an existing or create a new page. This can be done by navigating to Content > Website Pages or Content > Landing Pages.  (If you don't have Website Pages, you’ll want to select Landing Pages here.)
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2. Create new or edit page

Once in Landing Pages or Site Pages, you can either choose to edit an existing page, or click the blue Create a new website/landing page button.
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3. Make the module smart

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Once you’re in your HubSpot page, you’ll want to navigate to the form module on the left-hand side of your page where you normally edit and insert your content. Before making this form module smart, you should feel confident in your default form you have set there now for any visitor that you’re not targeting. 

When you’re happy with the default form you have set, go to the form module you want to add your smart content to and click on the smart icon to get started.

4. Choose and create your type of smart content

You should have already decided the visitor you want to target, now you want to choose the type of smart content to use. You have five options: country, device type, referral source, contact list membership, or lifecycle stage. You can only choose one type of smart content to create here.  Choose one of the options then click Next step.
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Once you’ve made your decisions on the type and chosen its criteria, click the blue button to move onto the Next step.
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5. Customize your smart rule

This is where all your content creation for smart rules takes place. You’ll see the top of this area where you will want to select your form options (just like you did for your default form already) and once you’ve chosen your options for your smart rule, click Done.
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That’s it! You’ve created smart text for your web page.

Instructions for your HubSpot template

Follow these instructions and you’ll learn how to create a smart form on one of your HubSpot templates.

1. Navigate to Design Manager

Navigate to an existing or create a new template. This can be done by navigating to Content > Design Manager.
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2. Create new or edit template

Once in Design Manager, you can either click on the name of a current template to edit it, or click the blue New template button.
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3. Make the module smart

Within your template, locate the form module you’d like to make smart. Once you’ve located the module, click on the gear within the module then choose Make smart from the dropdown that appears.
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4. Choose and create your type of smart content

You should have already decided the visitor you want to target, now you want to choose the type of smart content to use. You have five options: country, device type, referral source, contact list membership, or lifecycle stage. You can only choose one type of smart content to create here. Choose on one of the options then click Next step.
HubSpot Help article screenshot
Once you’ve made your decisions on the type and chosen its criteria, click the blue button to move onto the Next step.
HubSpot Help article screenshot

5. Customize your smart rule

This is where all your content creation for smart rules takes place. You’ll see the form content area for the rule you created - this is where you’ll want to add in the form and form options you’ve decided on for your new smart rule. Once you’re done writing this content, click Done.
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That’s it! You’ve created a smart form for your template.

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