Adding Choice Bubbles to HubSpot Forms: A Guide (4 Steps)

LAST UPDATED
September 4, 2024
Jason Gong
apps
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TL;DR

Click Add field, select Choice, then customize with radio buttons or checkboxes.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you're customizing HubSpot forms, you might like our AI Agent for sales. It automates tasks like data enrichment and lead scoring, saving you time and effort.

Adding choice bubbles to your HubSpot forms can significantly improve user experience and data collection accuracy. In this step-by-step guide, we'll walk you through the process of customizing your HubSpot forms with choice bubbles, such as radio buttons or checkboxes, in just 4 easy steps. By the end of this guide, you'll have the knowledge and skills to create visually appealing and functional forms that engage your audience and streamline your data gathering process.

Introduction to HubSpot Form Customization

HubSpot's form editor allows you to easily customize forms to fit your business needs. With a few simple steps, you can access the form editor and start tailoring your forms to enhance user engagement and improve data collection accuracy. HubSpot supports various types of forms, including:

  • Contact forms
  • Registration forms
  • Survey forms
  • Newsletter signup forms

Customizing your HubSpot forms is crucial for several reasons:

  1. Improved user experience: Tailored forms make it easier for visitors to provide the information you need, increasing the likelihood of form completion.
  2. Better data quality: By asking the right questions and using appropriate form fields, you can ensure that the data collected is accurate and relevant to your business.
  3. Increased conversions: Well-designed forms that are visually appealing and easy to navigate can lead to higher conversion rates, helping you grow your contact database.

In the following sections, we'll guide you through the process of adding choice bubbles to your HubSpot forms, customizing their appearance, and implementing advanced features using JavaScript. For more tips, check out our guide on building a prospect list to improve your lead generation strategy.

Adding Choice Bubbles to Your Form

To add choice bubbles, such as radio buttons or checkboxes, to your HubSpot form, follow these steps:

  1. Navigate to the form editor in your HubSpot account.
  2. Click on the "Add field" button and select "Choice" from the dropdown menu.
  3. Choose the type of choice field you want to add: Radio select (single choice) or Checkbox select (multiple choices).
  4. Enter a label for the field and specify the choices you want to offer.
  5. If using checkbox select, you can enable the "Multiple" option to allow users to select multiple choices.
  6. Click "Apply" to add the choice field to your form.

When configuring choice bubbles, consider the following options:

  • Required: Make the field mandatory for users to complete before submitting the form.
  • Display as: Choose between displaying the choices as radio buttons or checkboxes.
  • Randomize order: Shuffle the order of the choices each time the form is loaded.
  • Default value: Set a pre-selected choice when the form loads.

By carefully configuring your choice bubbles, you can gather relevant and accurate data from your users.

Save time with Bardeen by using automate enrichment to gather data without manual effort.

Customizing the Appearance of Choice Bubbles

To create a more branded and cohesive look for your HubSpot form, you can use custom CSS to style the choice bubbles. Here are some examples of CSS snippets that can enhance the visual appeal of your radio buttons or checkboxes:

  1. Change the color of the choice bubble when selected:
    .hs-form .hs-form-field .hs-input[type="radio"]:checked + span::before,
    .hs-form .hs-form-field .hs-input[type="checkbox"]:checked + span::before {
      background-color: #ff7a59;
      border-color: #ff7a59;
    }
  2. Adjust the size of the choice bubbles:
    .hs-form .hs-form-field .hs-input[type="radio"] + span::before,
    .hs-form .hs-form-field .hs-input[type="checkbox"] + span::before {
      width: 20px;
      height: 20px;
    }
  3. Style the label text for the choice bubbles:
    .hs-form .hs-form-field .hs-input[type="radio"] + span,
    .hs-form .hs-form-field .hs-input[type="checkbox"] + span {
      font-size: 16px;
      color: #333;
    }

To apply these CSS styles, add them to your external stylesheet or within a <style> tag on the page where your form is embedded. By customizing the appearance of your choice bubbles, you can create a more engaging and visually appealing form that aligns with your brand's style guide. If you're looking to improve your workflow, consider using GPT in Spreadsheets to enhance productivity.

Advanced Customization Using JavaScript

For more advanced customization of choice bubbles in HubSpot forms, you can use JavaScript. This allows you to implement features like conditional visibility based on user input or other dynamic behavior. AI sales automation can also enhance your forms.

Here's an example of how to show/hide a form field based on the selection of a radio button:

// Assume radio button has name "myRadio" and values "yes" or "no"
// Assume target field has name "myField"
$('input[name="myRadio"]').change(function() {
  if ($(this).val() == "yes") {
    $('input[name="myField"]').closest(".hs-form-field").show();
  } else {
    $('input[name="myField"]').closest(".hs-form-field").hide();
  }
}).change(); // trigger on load

You can also use JavaScript to pre-fill form fields, perform custom validation, or submit data to external systems. Just be mindful of not conflicting with HubSpot's built-in form behavior and validation. Learn more about integrating Google Sheets for dynamic data handling.

It's recommended to add your custom JavaScript in a separate .js file and link to it from your page template or embed it directly in the page HTML using <script> tags after the HubSpot form embed code.

Bardeen lets you connect Google Sheets to automate data handling. Save time and focus on what matters.

Testing and Troubleshooting Your Customized Form

After customizing your HubSpot form with choice bubbles and JavaScript enhancements, it's crucial to thoroughly test the form to ensure all elements function as expected. Here are some tips for effective form testing:

  1. Test the form on various devices and browsers to confirm consistent functionality and appearance.
  2. Fill out the form using different combinations of inputs, including edge cases, to uncover any potential issues.
  3. Verify that form submissions are being correctly recorded in HubSpot and that any integrated systems are receiving the expected data.
  4. Check that conditional logic and field visibility rules are working as intended.
  5. Ensure that error messages and validation are properly displayed and guide users to correct their input.

Common issues that may arise with custom choice bubbles include:

  • Inconsistent styling across different browsers or devices
  • Incorrect form field mapping in HubSpot
  • JavaScript conflicts with other scripts on the page
  • Accessibility concerns for users with assistive technologies

To troubleshoot these issues:

  1. Use browser developer tools to inspect the form elements and identify any styling or scripting errors.
  2. Double-check the HubSpot form field settings and ensure they match the expected values.
  3. Test your custom JavaScript in isolation to rule out conflicts, and consider using a script loader for automation to avoid clashes.
  4. Follow accessibility best practices, such as using ARIA attributes and ensuring keyboard navigation, to create an inclusive form experience.

Automate Your HubSpot Workflows with Bardeen

While adding choice bubbles in HubSpot forms can be done manually as described, automating your HubSpot workflows can significantly enhance efficiency and data accuracy. Automating tasks like ticket creation, contact enrichment, and deal management not only saves time but also ensures a seamless flow of data within your CRM. Here are some ways you can automate your HubSpot processes using Bardeen:

  1. Create HubSpot ticket: Automate the creation of HubSpot tickets directly from customer interactions or internal triggers, ensuring timely response to customer inquiries.
  2. Enrich and update a HubSpot contact's record with new information: Automatically enrich HubSpot contact records with additional information from Clearbit, keeping your CRM data up-to-date and accurate.
  3. Create a HubSpot contact from an email: Convert emails directly into HubSpot contacts, streamlining lead capture and ensuring no potential contact is missed.

By leveraging these automations, you can focus more on strategic tasks and less on manual data entry. Start automating by downloading the Bardeen app.

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