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Is it possible to Add Institution Names to Dropdown in forms?

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Hi there,

 

I was wondering if it is possible to add institution names (college university) or department of studies to dropdown menu while creating a form. I know we can do it for countries, so I was wondering if it is possible to do it for schools/departments of studies.

 

Thank you,

Kevin

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Q: Is it possible to Add Institution Names to Dropdown in forms??

 

Short A: Sure.

 

Longer A:

The functionality will vary depending on the version of HubSpot (i.e., Pro or Enterprise).

- see Create custom properties

- see Using Custom Properties in HubSpot

 

Can't wait to see what we can help you build on HubSpot today.

 

Best,
Frank

Remote  B2B Digital Marketing Manager


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Find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

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_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Is it possible to Add Institution Names to Dropdown in forms??

 

Short A: Sure.

 

Longer A:

The functionality will vary depending on the version of HubSpot (i.e., Pro or Enterprise).

- see Create custom properties

- see Using Custom Properties in HubSpot

 

Can't wait to see what we can help you build on HubSpot today.

 

Best,
Frank

Remote  B2B Digital Marketing Manager


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

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Hi Frank,

 

Thank you again for responding again with your help. I took a look at the links you sent, and I don't think that solved the problem. My issue is that we do not currently have a list of institutions (colleges/universities), and I was wondering if there is a way to import them in the form on Hubspot. For instance, if you are filling out a form, and it asked, "what institution you are from?" You can click the drop down menu and select Harvward. I do have Enterprise edition.

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>>My issue is that we do not currently have a list of institutions (colleges/universities), and I was wondering if there is a way to import them in the form on Hubspot.

 

Yes, you can import the dropdown values. However, HubSpot form dropdown values live in HubSpot properties in the CRM (not in the form itself). Pretty sure it also works that way for most form dropdowns from other major forms vendors.

 

Without a list of institutions you're relegated to using a clunky workaround whereby you allow visitors to type in their institution. (cringe)

Hope that helps.

 

Best,
Frank

 

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Okay got it. So if I found a list of universities and they are in Excel, I can upload it and create a property for it? Essentially creating a new properties with that set of data uploaded and then having the ability to call it?

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>>"So if I found a list of universities and they are in Excel, I can upload it and create a property for it? Essentially creating a new properties with that set of data uploaded and then having the ability to call it?"

 

Sorta, but not exactly. It's more of a cut/paste sorta thing when creating a new property ...

 

-1- First you'll be presented with the option to 'Load options' ...

(see image)hubspot-forms-create-a-new-property-load-options.png

 

 

 

 

-2- Next you'll be presented with the 'Paste in property options' box.

(see image)hubspot-forms-load-options.png

 

 

[CAUTION] Using the 'Replace the current options' selection on an existing property will destroy data in the CRM.

 

Hope that helps.

 

Best,
Frank

 

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Okay got it. Thank you so much for your help Frank! Greatly appreciate it. 

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Your welcome Kevin. If helpful, please remember to mark as solved.

Hope that helps.

 

Best,
Frank

 

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