Set values on gender field

Marketing & Content Hub Lead Capture Tools
1

Hi,

I just added a gender field to the customer template. It is a free text field where the user can put values like “male” or “female”, “man” or “woman”. It is fine, but I don´t know if it is possible to display a list of values where the user have to choose the value. This is in order to be consistent with the information stored in that field.

Anybody have deal with a similar request? How did you solve it?

Thank you in advance.
Miguel.

2

Hi @MiguelAlvarez,

Thank you for reaching out!

It sounds like you would be able to benefit from creating a custom drop down select property. When it comes to a drop down select this allows the customer to select: Female, Male, or Prefer not to say. This would allow the customer to choose one of the options listed.

Below are the instructions on how to create a custom property:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.

  • In the left sidebar menu, navigate to Properties.

  • In the Select an object section, click the dropdown menu and select [object] properties for the object you want to create a property for.

  • In the upper right, click Create property.

  • In the right panel, set up your property:

    • Object type: select the object that the property will be for. By default, this is the object type you selected earlier.
    • Group: select the property group the property should belong to.
    • Label: enter text to name the property. A property’s label must be unique in order to create or edit the property.
    • Description: enter text to describe the property.

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  • Click Next.

  • Click the Field type dropdown menu and select a field type for this property.

    • If you have an Enterprise subscription, select the Allow users to search for information entered to this field checkbox for text-input field types and number field types to allow text or a numeric value in the property to be searchable across objects in the global search bar. Users must have account access to search by the field type you configure.
    • For field types with options (i.e., Multiple checkboxes, Dropdown select, and Radio select field types), enter the different options for the property.
      • Label: enter the name of the option.
      • In forms: click to toggle the switch on to include the option for forms.
      • Add an option: click to add a new option.
      • Load options…: click to load multiple options at once. You can select a default set of options, such as Country and Timezone, paste text to create options in bulk, or copy the options from an existing property.
      • Clear all: click to remove all existing options.

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  • By default, the property will be included as an option for fields in your HubSpot forms, pop-up forms, and bots. If you don’t want the property to be an option, clear the Show in forms checkbox.

Please note: product properties cannot be included in your forms, pop-up forms, and bots.

  • Click Create.

Once this is all set you would be able to add this property to a form and the customer would be able to select a gender and select as opposed to typing it in.

Best,

@JenWeiss

3

Hi JenniferW22.
Thank you! This is exactly what I need.
Miguel.