Creating a Standard Form

Forms are used to capture the lead information. Hushly allows you to configure the Forms used in Hubs, Assets, and Experiences. The leads that come in through the Standard Form go through the Hushly Lead Enrichment process.

Follow the steps below to create a Standard Form:

1. From the Left Nav Menu, click Forms.   
2. On the Forms page, click Add Form.   
3. In the Add Form pop-up window, enter the Form Name, and optionally, enter a Description.
   
   
4. From the Type drop-down, select Standard.
   
   
5. After clicking Save, the form is displayed with the Standard fields - Email and Country.   
6. To add Custom fields to the form, click the + icon (Add Element) and select the field. Note: Configure the custom fields at the Setup > Field Management > Lead Fields level and it will be displayed in the add (+ icon) drop-down.
   
   
7. Select an Element from the Element column and configure the Element in the configuration column on the right side.  The Form is divided into the following 3 columns -
   • List of Elements - By default, the standard fields are displayed in the Element. These fields cannot be deleted, however, you can add or delete as many custom fields in the Element column.
     
     
   • Preview - This column displays the layout of the form as a Preview. The changes made to the Element and Configuration columns are displayed here. 
     
     
   • Element Configuration - Select an Element from the left and you can change the label name or the placeholder of the fields in the configuration column.
     •  Standard Fields:    
       • By default, the required Toggle is set to True and disabled. 
       • You can make changes to the label name and placeholder for the Email Field.
       • You can make changes only to the label name of the Country Field.
     • Custom Fields:
       • The Required Toggle is enabled, you can toggle to it True/False.
       • You can make changes to the label name and the placeholder for any of the custom fields.  
           
8. To configure an Element - Select the Element on the left side and configure it on the right side. To Customize the Image Gallery Block, there are two ways to access the Configuration option: 

   
   

   • The Required Label is displayed for custom fields. By default, the Required Toggle is off, you can enable it. Note: The Required toggle is set to True and is disabled for standard fields.   
   • Optionally, you can change the name of the Label.   
   • Optionally, you enter a Placeholder for the fields.   
   • The above changes are displayed in the preview.   
9. You can drag and drop the Elements in the Element column to fit the order you like to view.    
10. Select the custom field and click the Delete icon to delete it from the list of Elements.        
11. Click Save to apply the changes to the form to be viewed at run time. Note: The saved form is displayed on the forms listing page.   
12. Additional Options: You can click the three-dot menu to Edit, Clone, or Delete the custom form.

    
    

    • Edit: You can edit the Name and Description of the Form.  
    • Clone: You can clone the default and make changes to the cloned form.   
      Note: Click here to read more about cloning a form.   
      
      
    • Delete: You can click delete and confirm the deletion.   
      Note: Click here to read more about deleting a form.   
      
      

Related Articles:

Managing a Default Form

Cloning a Form

Deleting a Custom Form

Searching for a Form

How to Embed an External Form: HubSpot or Marketo