topic Re: Changing Collected Form Name in Lead Capture Tools

Changing Collected Form Name

mjoly — Mon, 17 Sep 2018 19:38:15 GMT

Ever since the new updates to the collected forms, I have not been able to update any of my form names.

Previously, there would be a little pencil next to the name that would allow me to edit, but it's gone now and I for the life of me cannot figure out how to change the names now. I have attached a screenshot of what I am seeing when I select "view information"

I am currently using google chrome, but have also tried in microsoft edge and still did not see a way to edit. Any advice would be helpful. Thank you!

Re: Changing Collected Form Name

trevordjones — Tue, 18 Sep 2018 12:57:22 GMT

Hi @mjoly,

If you first click on the form name, you'll see form details appear on the right, including the form name with a pencil nect to it. You should be able to click on the pencil and edit the name there.

- Trevor

Re: Changing Collected Form Name

mjoly — Mon, 01 Oct 2018 18:41:45 GMT

@trevordjones,

There is no pencil displaying for me to change the form name.

Re: Changing Collected Form Name

Anonymous — Wed, 10 Oct 2018 17:08:12 GMT

I can't too change non-HubSpot form name. Any idea?

Re: Changing Collected Form Name

mjoly — Wed, 10 Oct 2018 17:15:25 GMT

Hello yes, I believe I have found a solution.

So I was unable to change the name when I go to the new forms screen from the Marketing drop down list (Marketing--> lead capture--> forms). So what I did was go to the contact record that submitted the form I want to change the name of. And you will see in the contact record it will say [Your Contact] submitted [Form name]. Click on the form name and from there you will be brought to the previous Collected Form design and from there just click the form you want to change the name for and a side menu will appear with a little pencil next to the form name. Be sure to click enter after changing the form name and don't just click away or it will not save. At least this is the work around that I've found.

Re: Changing Collected Form Name

Anonymous — Wed, 10 Oct 2018 17:24:45 GMT

Wow! It's working. Thanks!

Btw HubSpot should fix it anyway on form page (Marketing--> lead capture--> forms).