Tips, Tricks & Best Practices

GVerini
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Email signup checkbox form

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I want to auto-populate active lists based on a form that asks customers which news feeds they would like to sign up for. Having trouble figuring out how to create a checklist in a form that I can connect with active lists.

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Jnix284
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Miembro estimable | Partner nivel Elite

Email signup checkbox form

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@aviafriat26 with active lists, there's no need to use the workflow to segment the contacts, this can be done directly from the list via corresponding filters.

 


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Jennifer Nixon - Delivery Lead at Aptitude 8

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aviafriat26
Participante | Partner nivel Diamond
Participante | Partner nivel Diamond

Email signup checkbox form

resolver

@GVerini For auto-populating active lists based on customer selections from a checklist in a form, do this:

  1. Create a Form with a Checklist: In HubSpot, create a form and include a checklist field where customers can select their preferred news feeds.
  2. Set Up Active Lists: Create active lists in HubSpot for each news feed option.
  3. Use Workflow to Segment: Create a workflow triggered by form submission. Use the checklist responses to segment contacts into the corresponding active lists based on their selections.

This setup allows you to automatically segment customers into different lists based on their interests, directly from their form submissions.

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GVerini
Participante

Email signup checkbox form

resolver

Form workflows can apparently only add contacts to static lists, so I can't make this work

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Jnix284
Solución
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Email signup checkbox form

resolver

@aviafriat26 with active lists, there's no need to use the workflow to segment the contacts, this can be done directly from the list via corresponding filters.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

GVerini
Participante

Email signup checkbox form

resolver

can I ask which corresponding filters? I have the lists set up. I go to trigger enrollment on form submission and then add a filter, but I'm unsure which filter leads me to a specific action taken on the form (selected the corresponding checkbox)

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Jnix284
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Email signup checkbox form

resolver

Hi @GVerini first choose "contact properties"

Jnix284_0-1712922384772.png

 

then choose the custom check box property you're using on the form.

 

Then set the value to one of the options:

Jnix284_0-1712922544673.png

 

Create a list for each checkbox option.

 

You don't need a trigger based on the form submission itself as long as the property is only being updated by the form and you want everyone with those choices selected for the list.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

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Jnix284
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Email signup checkbox form

resolver

@GVerini you can use a single property set as a checkbox like this:

Jnix284_0-1712781762880.png

 

And then you can create a list for each option like this:

Jnix284_1-1712781820351.png

 

I'm happy to help if you have further questions about creating the form property (can be done directly from the form editor) or creating the list filters.

 

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin