Shared offer form with dynamic redirect

[EileenP]

I'm trying to do something in Hubspot that I did frequently in Eloqua but not seeing a way to do it. Basically, instead of every offer landing page I ever create having its own form, have one shared offer form with hidden fields for campaign and offer values, and then using UTMs in the URL to populate and redirect the form submit to the appropriate offer or thank you page. So, for instance, if the utm_offer=50percentdeal it would capture in the hidden offer field and form submit would send them to a thank you page with info about the deal, and utm_offer=marketingebook would, on form submit, redirect to the ebook PDF. I've been digging all over the community and I am not seeing this -- after not seeing a clear way in marketing hub. Do I really have to have a separate form for every offer as well as every landing page I create, in Hubspot?

Thanks. 

[SMcGarrigle]

So I've found a work around for this, create a custom module in Hubspot and use the following code. I don't know how to link the code without screen grabbing it on here. Inset this code into the custom module, then insert the module into the page you want. This will only redirect based upon the value of one field. you can replicate the ELSE IF section of the code if there are more than 3 options.

To change the code replace where I have put in Capital letters:

NAME1
NAME2

NAME3

OPTION

These 4 above are up to you to decide and are merely for referencing for the code to work so as long as they are the same above and below then that's all that matters

WEBSITE1 

WEBSITE2

WEBSITE3

These are the web addresses you want the page to re-direct to depending on selection

NAME OF DEPENDENT FIELD

Go to you form and right click on it, click inspect and find out the true name of the value you want to redirect based upon. E.g    How_Much_Is_Your_Budget?

Make sure this is copied exactly how it appears in the inspector.

FIELDVALUE1
FIELDVALUE2

FIELDVALUE3

Make sure these are copied exactly how it appears in your form for the values is the field we have named above, e.g £1-£2 include the spaces if you have any in the field so it might be £1 - £2

Obviously make sure you update your portal id and form id also at the top where the XXXXX are

[SMcGarrigle]

So I've found a work around for this, create a custom module in Hubspot and use the following code. I don't know how to link the code without screen grabbing it on here. Inset this code into the custom module, then insert the module into the page you want. This will only redirect based upon the value of one field. you can replicate the ELSE IF section of the code if there are more than 3 options.

To change the code replace where I have put in Capital letters:

NAME1
NAME2

NAME3

OPTION

These 4 above are up to you to decide and are merely for referencing for the code to work so as long as they are the same above and below then that's all that matters

WEBSITE1 

WEBSITE2

WEBSITE3

These are the web addresses you want the page to re-direct to depending on selection

NAME OF DEPENDENT FIELD

Go to you form and right click on it, click inspect and find out the true name of the value you want to redirect based upon. E.g    How_Much_Is_Your_Budget?

Make sure this is copied exactly how it appears in the inspector.

FIELDVALUE1
FIELDVALUE2

FIELDVALUE3

Make sure these are copied exactly how it appears in your form for the values is the field we have named above, e.g £1-£2 include the spaces if you have any in the field so it might be £1 - £2

Obviously make sure you update your portal id and form id also at the top where the XXXXX are

[dianalcont]

Hi @EileenP 

You can do this with a static query string.

So instead of creating a new form you'd basically add to the linked page URL (in ads or links on website) what you want the form to populate. Here is a helpful knowledge base article on how to set those up. From there you can use smart content on thank you pages to populate the right offer download.

I personally recommend keeping forms for specific offers (at the very least). And would also recommend at least one TYP per offer. If you have multiple LPs that have the same offer you can route traffic to the same TYP and use smart content to align with the experience.

It helps a lot keep assets separated for campaign reports. Attributing successes and identifying improvements when you have unique assets is a lot easier when you have a lot going on in your portal.

Hope that's helpful!

Best,

Diana

[EileenP]

Thank you Diana! I wasn't able to find the page you supplied, so that is essentially what I was looking for. I want to understand though, are you saying it's not a good idea to use a shared offer form, but instead each offer should actually have its own individual form and landing page? I was thinking each offer would have its own LP but share a form and a dynamic thank you LP.  If I'm understanding you correctly and it's not a good idea, could you elaborate on why? Or am I misreading the sentence in bold below. Thanks so much.

 I personally recommend keeping forms for specific offers (at the very least). And would also recommend at least one TYP per offer. If you have multiple LPs that have the same offer you can route traffic to the same TYP and use smart content to align with the experience.

[dianalcont]

@EileenP 

Here is the link again: https://knowledge.hubspot.com/forms/can-i-auto-populate-form-fields-through-a-query-string

What you're describing definitely works and it's probably a good way to quickly put out an offer. And I'm not saying it's a bad idea, but I like having and always recommend a unique form per offer to help organize data.

Why I recommend this:

• I find it easier to find the data I need quickly. It just makes it more on-demand.
• It helps optimimize for landing page conversion rate for offers if they have a unique form. 

Say you have a lead magnet but you have different landing pages for it to speak to a different pain point/persona. Or you have multiple offers and you're using the same fields for all of them.

If one audience is more resistant to the form fill you might want to trim down that form. Or you feel like you need to add a field because you need to know more about an audience to help qualify them better.

If you have a shared form the changes will be reflected on all pages. This can mess with the success you're seeing across the board. My recommendation is a way to mitigate conflict down the road if there is something you need to change.

Does that help clear my statement up?

[EileenP]

Thanks! On one hand, I was trying to figure out a way to minimize the number of forms - but that also makes perfect sense.  I am going to do a hybrid approach then - for our services and industry vertical pages, a shared form with industry and service hidden fields - those are evergreen and always on our site. And then for offers like e-books, case studies, and events, an optimized LP with unique LP. I think that actually will be easier for analytics, even if it means more forms to manage. I can still start with a template of a form! 

Appreciate the help - I'm a one-woman-band and can't puzzle this through with anyone on my team, after being on a large Eloqua team for years so I do appreciate you taking the time. 

[EileenP]

Actually - the other component of this was that it was proposed to have two types of forms for the same offer - a simple (just enter email and submit) and a deluxe (a few more fields, for landing pages) for various offers. So for an ebook it would have a dedicated optimized LP with a 3-5 field form, but the same ebook might also be highlighted elsewhere in our web site with a pop-up or overlay simple form. That was what originally put me on the path to shared forms -- because for every offer, there are two potential ways to get it.

I need to re-think that! Thanks again. 

[dianalcont · Accepted solution]

Of course - My pleasure @EileenP !

Not to complicate things more for you, but have you thought about image based CTAs to put on your website instead of the pop-up? That way you can route everyone to the same LP for the offer and have one single point of truth?

Just another thing to think about ¯\_(ツ)_/¯ that way you don't have to manage a pop-up AND the dedicated LP form.

Let me know if you want to work through this anymore - happy to be a sounding board 🙂

Diana

[EileenP]

Yes, I had the image idea -- all roads leading to the CTA. I am going to propose that -- and I know they'll say "but then its two clicks to get the download/offer/etc" and that's true. But I think it trumps having two forms for every offer! 

Thanks again!

Eileen