# Categorising forms

**URL:** <https://community.hubspot.com/t/categorising-forms/70242>\
**Category:** Lists, Lead Scoring & Workflows\
**Created:** [November 30, 2022, 11:53am UTC](https://community.hubspot.com/t/categorising-forms/70242 "2022-11-30T11:53:54Z")\
**Posts on this page:** 4\
**Page:** 1

<div class="post-metadata">

**Author:** ![JTurrell](https://avatars.discourse-cdn.com/v4/letter/j/ed8c4c/32.png) [@JTurrell](https://community.hubspot.com/u/JTurrell)\
**Post date:** [November 30, 2022, 11:53am UTC](https://community.hubspot.com/t/categorising-forms/70242/1 "2022-11-30T11:53:54Z")

</div>

Hi,

I feel it would be good to be able to categorise Hubspot forms with tags or something similar that could then be chosen / applied through lists, workflows and lead scoring.

As an example, we’re interested to know if a contact has downloaded a marketing resource and perhaps attended a webinar, but as we create a number of different forms with resources and events behind them, we can’t create a list that take in every possibility. Categorising them or adding tags would help with this to get a more generic overview of their actions.

Thanks,

Jo

---

<div class="post-metadata">

**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [November 30, 2022, 12:02pm UTC](https://community.hubspot.com/t/categorising-forms/70242/2 "2022-11-30T12:02:24Z")

</div>

Hi @JTurrell,

I agree, this would be a useful feature. You could submit this to the HubSpot Ideas section of the community: [https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot\_Ideas](https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas)

The product team reviews these requests based on their popularity.

As far as workarounds go, I’m a big fan of clear naming conventions which are essentially tags inside the form name. There is a great thread on naming conventions here: [https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Best-Naming-Convention-Practices/m-p/246768](https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Best-Naming-Convention-Practices/m-p/246768)

Hope this helps!

---

<div class="post-metadata">

**Author:** ![franksteiner79](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/franksteiner79/32/34443_2.png) [@franksteiner79](https://community.hubspot.com/u/franksteiner79)\
**Post date:** [November 30, 2022, 12:19pm UTC](https://community.hubspot.com/t/categorising-forms/70242/3 "2022-11-30T12:19:18Z")

</div>

Hi @JTurrell

Just to add to @karstenkoehler’s point about naming conventions. Have you considered implementing a forms strategy/framework? It’s probably something that deserves its own litte thread or AMA on the community, but depending on the amount of content offers you produce over time, the possible customer journeys, etc. I have seen two major approaches used by customers:

1. Create and use forms based on journey points, i.e Awareness, Consideration, Decision.
2. Forms based around content types, i.e. e-Book, Webinar, Tradeshow, Whitepaper.

You would then create these forms - sticking with option two, you would end up with ONE e-Book, one Webinar, one Tradeshow, one Whitepaper form. [Use progressive fields](https://knowledge.hubspot.com/forms/use-progressive-fields-in-forms) to ensure contact information gets enriched by repeat submissions. This approach would allow you to:

1. Keep the number of forms needed to a minimum
2. Report on top level submissions by form content type / category
3. In combination with “submitted form on a specific page” allow for specific follow ups and list building, and segmentation.

Let me know if you have questions about that.

---

<div class="post-metadata">

**Author:** ![JTurrell](https://avatars.discourse-cdn.com/v4/letter/j/ed8c4c/32.png) [@JTurrell](https://community.hubspot.com/u/JTurrell)\
**Post date:** [November 30, 2022, 12:30pm UTC](https://community.hubspot.com/t/categorising-forms/70242/4 "2022-11-30T12:30:06Z")

</div>

Hello. Thanks for your suggestions.

An issue that springs to mind for us with option 2 would be that we often have multiple downloadable resources available at once which we automatically redirect to once someone completes a form. This is why we have multple forms for resources, which does get a little messy when trying to understand lead interactions.