Deep Dive Into The New HubSpot Form Editor: A Game-Changer for Marketers

So, you are a marketer who likes to stay abreast with the latest developments and updates in the CRM scenario. 

We at Mavlers share a similar passion for keeping a keen eye on the latest HubSpot bits and bytes. 

HubSpot has consistently been at the forefront of marketing automation, providing tools that streamline the process of attracting, engaging, and delighting customers. 

Its latest update, the new form editor (currently in BETA), is no exception. This update, announced on August 6, 2024, introduces several features that promise to enhance the way marketers create and manage forms.

In today’s blog, we will decode the following:

• The key features of the new form editor
• An insight into how to use the new HubSpot form editor
• Impact on marketers

By the end of this blog, you will be able to understand how to use the latest multi-form feature once its off the Beta mode and use it to craft better marketing strategies. 

Let’s get right into the latest HubSpot “hotspot”! 😉

Source

The key features of the new form editor

In the earlier version of the Form Editor, one had to come up with blocks of custom codes to create multi-step forms, which has become an easy breezy task with the latest Form Editor update. We will now explore some of its key features. 

1. Multi-step forms

The introduction of multi-step forms is a significant enhancement. This feature allows marketers to break down long forms into smaller, more manageable sections, reducing friction and improving the user experience. Multi-step forms can lead to higher completion rates as they prevent users from feeling overwhelmed by too many fields at once.

2. Enhanced styling options

With the new form editor, you now have more control over styling your form, making it easier to align your form’s design with your visual identity. This enhanced customization and styling toolset allows you to effortlessly align your forms with your brand’s visual identity, creating a cohesive and engaging experience for every visitor.

Let’s answer some common questions regarding this cool new feature. 

What is it?

HubSpot Forms has enhanced customization and styling tools, allowing you to effortlessly align your forms with your brand’s visual identity. This creates a cohesive and engaging experience for every visitor.

Why does it matter?

Easy to learn, easy to use, and easy to love. The enhanced customization and styling tools allow you to effortlessly align your forms with your brand’s visual identity, creating a cohesive and engaging experience for every visitor.

How does it work?

You can set defaults for styling across your form on text, inputs, buttons, and background. Any changes will be applied to all steps.

Text

• Style your text:
  • Fonts (Header, Body)
  • Font Size (Header, Body)
  • Font Colour (Header, Body)
  • Drop Shadow
    • Offset
    • Direction
    • Blur
    • Transparency
    • Colour
  • Quick Text Styles

Inputs

• Style your input fields:
  • Height
  • Corner Rounding
  • Background Colour
  • Border Style
  • Border Size
  • Border Colour
  • Label Text Colour
  • Input Text Colour
  • Placeholder Text Colour
  • Error Text Colour
  • Quick Field Input Styles

Buttons

• Style your buttons:
  • Height
  • Corner Rounding
  • Background Colour
  • Gradient
  • Drop Shadow
  • Font
  • Font Colour
  • Font Size
  • Quick Button Styles

Background

• Style the Background Style (None, Colour, Image, Gradient) and:
  • Border Style
  • Border Sides
  • Border Colour
  • Border Size
  • Corner Rounding

Images

• Add images to your Forms.

Layouts

• Change the layout of your Forms.

Who gets it?

Content Enterprise, Content Pro, Content Starter, All hubs and tiers, Marketing Enterprise, Marketing Pro, Marketing Starter, Marketing+ Enterprise, Marketing+ Pro, Sales Enterprise, Sales Pro, Sales Starter HubSpot account holders. 

3. Conditional logic

Conditional logic allows you to show or hide fields based on users’ previous responses. This makes forms more dynamic and personalized, enhancing the user experience. For example, if a user selects a specific option, you can display additional fields relevant to that choice, making the form-filling process more intuitive.

4. Integration with HubSpot CRM

Every form field can be connected to a HubSpot property, ensuring that the data collected is seamlessly integrated into your CRM. This integration is vital for maintaining up-to-date contact information and for leveraging the data in your marketing and sales efforts.

5. Improved field management

Adding and managing form fields has been made more intuitive. You can easily add fields by dragging and dropping them into place, and each field can be customized with labels, placeholder text, default values, and more. This flexibility allows you to create forms that are tailored to your specific needs.

6. Advanced form submission settings

The update provides more granular control over form submission settings. You can set rules for creating contacts, managing lifecycle stages, and sending notifications. These settings ensure that the data collected through forms is used effectively in your marketing workflows.

Now that we are familiar with the features let’s delve into the process of actually using it. 

An insight into how to use the new HubSpot form editor

Well, here’s a step-by-step guide to get you started!

A. Creating a new form

1. Navigate to forms: In your HubSpot account, go to Marketing > Forms.
2. Create form: Click “Create form” in the top right corner.
3. Select business unit: If applicable, select the business unit you want to associate the form with.
4. Choose editor: Select “New Form Editor” and click “Next”.
5. Edit form name: Click the pencil icon at the top to edit the form name.

B. Adding and editing fields

1. Add fields: Navigate to Marketing > Lead Capture > Forms. Create a new form or edit an existing one. Click the + icon and drag the desired field type onto the form preview.
2. Customize fields: Enter the field label, connect it to a HubSpot property, and configure the field options such as help text, placeholder text, default value, and whether the field is required.

Adding conditional logic

1. Set up logic: In the form editor, click the logic icon and add conditional logic rules. Configure the conditions and actions (e.g., show or hide fields) based on user responses.

Styling your form

1. Style components: Click the style icon and customize the text, input fields, buttons, and background. Use the global styling tab for consistent styling across all form steps.

Impact on marketers

The new form editor is poised to significantly impact marketers and their strategies in several ways:

1. Enhanced user experience

The ability to create multi-step forms and use conditional logic makes forms more user-friendly. This leads to higher completion rates and better data quality, as users are more likely to provide accurate information when the form is easy to navigate.

2. Improved brand consistency

Enhanced styling options ensure that forms can be fully customized to match your brand’s look and feel. This consistency is crucial for building trust with your audience and reinforcing your brand identity.

3. Better data management

The seamless integration with HubSpot CRM ensures that all collected data is accurately stored and easily accessible. This integration allows for more effective data management and utilization in marketing campaigns.

4. Increased conversion rates

By reducing friction in the form-filling process and making forms more engaging, the new form editor can lead to higher conversion rates. This means more leads and, ultimately, more customers for your business.

5. Streamlined workflow

Advanced form submission settings and improved field management streamline the form creation process. Marketers can save time and focus on other strategic activities, knowing that their forms are optimized and functioning correctly.

The road ahead

We now suggest reading our blog on What Makes Mavlers A Good Choice For Your HubSpot Needs?