HubSpot Popup Forms

Form Type Selection

Step 1:

• Navigate to Marketing > Lead Capture > Forms.
• Create a new form and select the pop-up box

*Please note there are different types of pop-up / slide-in forms.  Each has slightly different functions, however, all have the same trigger options with slight setting changes.

This article is on the standard pop-up.

Set up your form by choosing the following:

• Featured image:  select a featured image to display on both the callout and form step (pop-up box and slide-in box only).
• Callout text: enter text for the main header on the callout.
• Callout body: enter any additional information or details on the callout. This is optional.
• Callout button text: enter the callout form button text.
• Theme color: set the theme color for the button on your pop-up form. Select a custom color from the color picker or manually enter a hex value.

Set the link action:

Step 2:

The link button is the area responsible for how the form will behave. 

• Form step: direct your users to a form from the pop-up form. Customise your form by clicking on the Form tab.
• Non-HubSpot URL: enter a link to an external page.
• HubSpot page or blog post: select a page or blog post in the dropdown.
• File download: click Browse files to add your file.

The following 2 options are not needed

Meeting link: select a meeting link from the dropdown menu.

Calendar event: create a calendar event and configure your event details. The event will be created in the customer's Google or Outlook calendar. 

To direct a user to a CIB enquiry form, select the HubSpot page or blog post option and enter the page name you would like to direct to.

Set Targeting Options

Step 3.

URL Conditions

You can add conditional logic for specific webpage URLs and/or query parameter values. By default, the pop-up form will appear on all pages. Use exclude rules if you don't want a pop-up appearing on a page.

Visitor information and behaviour (Optional)

You can also target your pop-up form to specific contacts based on known visitor information and behavior.

More than one condition can be applied to combine different triggers.

Triggers:

Step 4

Set when the pop-up form should appear on the page.

You can select the following options:

• On 50% scroll: the form will appear when the visitor has scrolled halfway down the page.
• On exit intent ( Pop-up form only): the form will appear when the visitor moves their cursor to the top bar of the browser window.
• After elapsed time: the form will appear after the specified amount of seconds.