Hi all, I'm hoping you can help me out. What exactly is the relationship between forms and a CTA? do I need to create in order to use a form, or can I simply collect leads directly from a CTA? I'm basically trying to give away a free lead magnet and I want to collect a first name and an email, I honestly cannot figure out how to do this in Hubspot. I have both, a form and a CTA, but I don't know how they work together or how to connect them. Any direction will be super appreciated. thanks all, cheers.
There are various ways of going about this, I'll share the one that is most straight forward and proven to work well.
Let's walk through the individual assets needed for this. We're creating the last one first because the previous asset always links to the next.
1. Create a "Thank you" page (Menu > Marketing > Website > Landing Pages). This page is not immediately accessible, not indexed and not shared, only after submitting a form on the landing page will people get here. (That's what makes it gated.) For an example, take this link https://offers.hubspot.com/seo-myths and change /seo-myths to /thank-you/seo-myths. This is where you would embed your piece of content.
2. Create the landing page (Menu > Marketing > Website > Landing Pages) and the website form (Menu > Marketing > Lead Capture > Forms). This is the page that people will land on after receiving a promotional email, clicking a social post or a CTA in a blog post. Make sure it's optimized for conversions (google "conversion rate optimization landing pages") and set the form to redirect visitors to your "Thank you" page after submitting the form. For an example, check https://offers.hubspot.com/seo-myths.
3. Create additional promotional assets, e.g. CTA (Menu > Marketing > Lead Capture > CTA). This is an asset that you can add to different places on your website, e.g. blog posts. The CTA links to the landing page. For an example, check https://blog.hubspot.com/marketing/seo-myths-ebook. (See the rectangular orange banner at the end of the post.)
Et voilà, you have a full conversion path. You can direct people to the landing page via link or CTA, they would fill out a form on the page and be redirected to the "Thank you" page featuring the videos after submitting the form. The content would be gated and can only be access through form submission (or the direct link which shouldn't be indexed or shared).
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
I have a question regarding this topic, specifically about form dependencies. I created a form and added it to a landing page, then cloned it for other pages. Now, I see that the main form is being used in 10 different places—one landing page (which is correct), but also in 9 HubSpot calls-to-action.
Is that a problem for tracking? Should I create different CTAs for these pages? Is this happening because I cloned the original form? What is the best approach to solve this if there’s an issue?
The first things is forms and cta both are the tool for lead capture if you want to generate lead through form and make new contact on hubspot but in cta you also placed link of meeting and other thing you want to do action on cta its always a choice for make your campaign consisely you can use both forms and cta in landing page to your prospects can easily figure it out that what they need for you and also it helps you .
There are various ways of going about this, I'll share the one that is most straight forward and proven to work well.
Let's walk through the individual assets needed for this. We're creating the last one first because the previous asset always links to the next.
1. Create a "Thank you" page (Menu > Marketing > Website > Landing Pages). This page is not immediately accessible, not indexed and not shared, only after submitting a form on the landing page will people get here. (That's what makes it gated.) For an example, take this link https://offers.hubspot.com/seo-myths and change /seo-myths to /thank-you/seo-myths. This is where you would embed your piece of content.
2. Create the landing page (Menu > Marketing > Website > Landing Pages) and the website form (Menu > Marketing > Lead Capture > Forms). This is the page that people will land on after receiving a promotional email, clicking a social post or a CTA in a blog post. Make sure it's optimized for conversions (google "conversion rate optimization landing pages") and set the form to redirect visitors to your "Thank you" page after submitting the form. For an example, check https://offers.hubspot.com/seo-myths.
3. Create additional promotional assets, e.g. CTA (Menu > Marketing > Lead Capture > CTA). This is an asset that you can add to different places on your website, e.g. blog posts. The CTA links to the landing page. For an example, check https://blog.hubspot.com/marketing/seo-myths-ebook. (See the rectangular orange banner at the end of the post.)
Et voilà, you have a full conversion path. You can direct people to the landing page via link or CTA, they would fill out a form on the page and be redirected to the "Thank you" page featuring the videos after submitting the form. The content would be gated and can only be access through form submission (or the direct link which shouldn't be indexed or shared).
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Thanks for your answer. Follow-up question: specifically about form dependencies. If I created a form and added it to a landing page, then cloned it for other pages. Now, I see that the main form is being used in 10 different places—one landing page (which is correct), but also in 9 HubSpot calls-to-action.
Is that a problem for tracking? Should I create different CTAs for these pages? Is this happening because I cloned the original form? What is the best approach to solve this if there’s an issue?
In HubSpot, forms and CTAs work together to help you collect leads effectively. A form is typically used to gather information like first name, last name, phone number, e.t.c, while a CTA is a visually appealing element that prompts users to take a specific action, such as downloading your free lead magnet.
This process will ensures that your CTA serves as a visual prompt to encourage users to access your lead magnet, and the connected form collects the necessary information.
Let me know if you have any follow-up questions.
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