Adding an Upload Button to a Hubspot Form

April 12, 2022 Post a Comment

Afterwards creating a grade and calculation form fields, you tin customize the form fields and form field options.

If yous haven't added any grade fields yet, learn how you can add together existing form fields or create a new form field.

Customize form field options

By default, all values in a contact property are available as grade field options. Nonetheless, you can customize the available field options on an individual form basis.

In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
Hover over the form name and click Actions > Edit form or Create a new form.

In the form editor, click afield to customize its options.
In the left console, in the Field options department:
- To remove current options, hover over the option and clickRemove.
- To add unused options, clickAdd options at the bottom of the department. In the dialog box, select the option(s) to add and click Add.

In the top right, clickPublish to update the live class.

Larn more aboutadding new options to a course field orremoving a property value as an selection from all forms.

Add new options to a form field

In order to add new options to amultiple checkbox, radio select, or dropdown select form field, yous must edit the original contact property.

In your HubSpot business relationship, click thesettings settings iconin the main navigation bar.
In the left sidebar carte du jour, navigate to Properties.
Locate and click theproper noun of the holding.
Ensure that the In forms switch is toggled on for all the options you desire to display in your forms.
To add together a new property option, click + Add an pick.
Enter a characterization for your new pick.
In the bottom left, clickSave.

Repeat this step for any additional belongings options you want to add together. Your new property options will appear in the form editor and on the live form.

Customize your date field

After calculation a appointment field to your form, you can choose the type of date format visitors will utilize in the form field. For instance, DD/MM/YYYY or MM-DD-YYYY.

In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
Hover over the form proper noun and click Actions > Edit form.
Hover over the appointment field and click edit Edit.
In the left panel, roll down and click the Date format dropdown carte, then select your desired date format .
In the peak correct, clickPublish.

Customize your file upload field

After calculation a file upload field to your form, yous can permit visitors to upload one or more than files with their form submissions.

In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
Hover over the form name and click Actions > Edit form.
Hover over the file upload field and click edit Edit.
In the left panel, scroll down and select the Let multiple files checkbox.
In the top right, clickPublish.

Please note: the file size limits for file upload fields are 100MB for a single file and 500MB in total for multiple files.

Allow multiple files-1

To upload multiple files, select all files when choosing from the file managing director. After uploading the selected files, if the Cull file button is clicked again, and another file is selected, the original files will exist overwritten.

When a company uploads a file and submits your form, the file is stored in a hidden folder in your file manager. A link to the file will appear in the contact's record in HubSpot.

Any uploaded file links will exist included in thegrade submission'due south data and in the grade submission events on individual contact's timeline.

Ready a telephone number grade field

When setting upward your phone number form field, do take note of the following:

Phone number settings must be customized on an individual class basis.
The defaultphone number field only accepts numbers and characters commonly found in phone numbers such as: + - ( ) . x .
If you've selected the option to Bear witness state lawmaking dropdown menu , the country lawmaking will be included in any number length restrictions.

To fix your phone number form field:

In your HubSpot account, navigate toMarketing >Lead Capture >Forms.
Hover over the form proper noun and click Actions > Edit form.
Hover over thePhone number field and click theedit Edit.
In the left console, input a Minimum and Maximum number length. If a company inputs a phone number that does not encounter these length restrictions, they volition non exist able to submit the class.
To prompt visitors to select their country from a dropdown menu and include a country code, click to toggle the Show country lawmaking dropdown carte du jour switch on.
In the upper correct, click Publish.

Add a blog subscription field in a class

Information technology is recommended toset up and use the default blog subscription formfor visitors to subscribe to your web log. If y'all have access to workflows, you tin can also create a custom checkbox field for your forms, then use a workflow to subscribe these contacts.

Add together the default web log subscription field to your form

In your HubSpot account, navigate to Marketing > Lead Capture > Forms.

Click the name of the form.
In the left pane, enter Subscription in the Search box. The results volition show your weblog subscription backdrop, which will be labeled [Blog name] Email Subscription.
Click and elevate your blog email subscription field to the desired location in the grade.
In the form editor, click the email subscription field toedit its brandish options.
In the pinnacle correct, click Publish to update the live grade.

Add a custom blog subscription checkbox field to your class

Create a unmarried checkbox contact holding:
- Create a custom contact propertyand set up the Field blazon to Single checkbox.
- Ensure that the Use in forms and bots option is selected.

Set up a workflow to add together contacts every bit blog subscribers:
- Create a contact-based workflow.
- Set your enrollment triggers to enroll contacts who selected the checkbox.
  - In your workflow, click Set up triggers.
  - In the right console, select Contact properties.
  - Search for and select the new subscription checkbox belongings.
  - Select is any of, then click the dropdown menu and select Aye.
- Click the + icon to add together a workflow activity.
- In the right panel, select Set contact property value.
- Click the Choose a contact holding dropdown menu and select [Blog proper noun] Email Subscription belongings.
- Click the Choose property value dropdown card and select the subscription frequency for the contact.
- In the upper correct, click Review and publish.
- Review your workflow actions and settings. In the upper correct, click Turn on.

Add the checkbox field in your form:
- In your HubSpot account, navigate to Marketing > Atomic number 82 Capture > Forms.
- Click the name of the form.
- In the left pane, search the proper name of the single checkbox contact belongings in the Search box.
- Click, drag and drop the property into the desired location in the form. In the form editor, click the field to edit its display options.

- In the top right, click Publish to update the alive form.

Contacts who select the checkbox and submit the form will have their checkbox belongings value set as Yes . This volition enroll them into the workflow and update their blog subscription property to your specified subscription frequency.

Forms

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Source: https://knowledge.hubspot.com/forms/edit-your-form-fields