Optimize + Standardize Your Website Forms | Strategic HubSpot Tutorial

In this tutorial, learn how to strategically categorize website forms in HubSpot and create standardized templates for structure, required fields, and automation triggers. These best practices will help you efficiently manage forms across your site while ensuring consistency and effectiveness.
What You'll Learn:
The Importance of Form Categorization: Discover why grouping your forms by function (e.g., contact, demo request, lead magnet, etc.) improves organization and reporting.
Creating Form Templates: Step-by-step guidance on setting up baseline templates that include standardized fields, formatting, and required elements for each form category.
Automation Made Easy: Learn how to integrate automation triggers into your templates to simplify lead routing, notifications, and follow-up tasks.
Managing Forms at Scale: Tips for scaling form management across large websites without sacrificing effectiveness or user experience.
Best Practices for HubSpot Form Optimization: Advanced tips to make sure your forms are designed for conversion and aligned with your marketing goals.
These videos are brought to you by The Gist, an organic growth agency and Certified HubSpot Solutions Partner based in Buffalo, New York.
The Gist: www.thegistinb...
HubSpot Implementation Solutions: www.thegistinb...
Subscribe to Insights: www.thegistinb...