Feedback forms

Service Hub Tips, Tricks & Best Practices
1

New to Hubspot, currently have a Microsoft feedback form that we send out as a link, then we can view the responses on it. Can we load this to Hubspot, or create one without having Service Hub subscription?

2

Hi @JSamuel85 ,

  • Yeah for normal feedback purposes you can use HubSpot forms even without service Hub.
    • It wont work exactly like NPS, or CSAT which is fine.
  • Just create the form with two properties
    • Rating Dropdown 1-10
    • Rating Reason
  • You will be able to see the response and report on it as well!

Stay Awesome & Keep Doing it BIG :fire:

3

Hi,

Thank you for your reply!

We currenly have more than 8 questions on our Microsoft form, so can I still create something like this or does it have to be with two properties only?

Many thanks

4

You can create as many properties as you want and use them on your form.

here’s a super quick Loom for full context and visual explainer

best

5

Hi, I have created a form, so thank you for your solution. Can I ask, if I am the creator of the form, am I the only one who can view the submission results?

6

So submission results lives on 2 places:

  • Contact record which submitted the form
    • For this one if you want to restrict access you will have to make user permissions to “owned only” for contacts and make sure you are the owner.
    • If its an open data that anyone can see that they just need to look at contact record
  • Second is: Email notification for form submission
    • This can be edited on form options by default its set to form creator
7

Hi,

I have a problem with the form I have created - when I preview the link it has my details already filled in, when I need these options to be blank?

8

@JSamuel85 Sure thing!

  • The link has your details pre-filled, but it appears the link is broken.
  • To resolve this, when editing your form:
    • Go to “Options.”
    • You’ll find two fields:
      • “Add a reset link to the form”: Use this to remove pre-populated content and create a new contact upon submission.
      • “Pre-populate the contact field with known value”: Use this if you want to re-submit values without pre-filling information for visitors.
  • This is useful when offering an ebook or when you already have visitor information in your CRM.
  • If you don’t need this, you can disable it.

here’s a super quick Loom for full context and visual explainer

9

Link: https://share-eu1.hsforms.com/1BI5oT_YKTgSqS55a37V5Kwg2vdt