Step 1: Access HubSpot’s Marketing Tools
- Log in to your HubSpot account.
- Navigate to the top menu and hover over “Marketing.”
- From the dropdown list, select “Lead Capture” and then click on “Pop-up Forms.”
Step 2: Create a New Pop-up Form
- Click on the “Create a pop-up form” button located on the top right corner of the screen.
Step 3: Choose the Pop-up Form Type
- HubSpot offers various types of pop-ups, including:
- Pop-up box
- Dropdown banner
- Slide-in box (left or right)
- Full screen
- Choose your desired pop-up form type and click “Next.”
Step 4: Design Your Pop-up Form
- Add a form name for internal use.
- Set up the “Call to Action.” This includes the form's headline, description, and any imagery.
- Choose the fields you want on the form (e.g., name, email, etc.).
- Customize the look and feel by adjusting colors, fonts, and other visual elements to match your brand.
Step 5: Set Up Form Options
- Choose how the form should behave after submission. Options include:
- Displaying a thank you message.
- Redirecting the user to another page.
- Configure email notifications if you wish to be informed every time someone fills out the form.
Step 6: Set Display Triggers
- Determine when and where the pop-up form will appear on your website. You can choose triggers based on:
- Time spent on a page.
- Scroll depth on a page.
- Exit intent.
- Set the frequency of how often returning visitors will see the pop-up again.
Step 7: Target Specific Audiences
- Segment your audience based on various criteria (e.g., country, referral source, device type, etc.) to display the form only to specific visitors.
Step 8: Connect to a Follow-Up Email (Optional)
- If you want to send an automated email after someone fills out the form, you can set this up here.
Step 9: Preview Your Pop-up Form
- Use the preview option to ensure the pop-up looks and functions as expected on different devices.
Step 10: Install or Update the HubSpot Tracking Code
- Ensure the HubSpot tracking code is installed on your website. This code allows the pop-up form to display on your site.
- If you haven't already added the HubSpot tracking code to your website, follow the provided instructions to do so.
Step 11: Publish Your Pop-up Form
- Once satisfied with your pop-up form, click on the “Publish” button.
- The pop-up form will now be live on your website based on the conditions you set.
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