Here's the steps to install the form module which redirects users depending on what they answer (with video)
This clever module turns your average HubSpot form into a smarter, logic-based option. There are only a couple of extra steps needed to make it work, compared to installing a form you’ve already created.
Because the answer to the ‘Redirect Field’ in the module is what controls the redirect behaviour/destination, it means we need to spend a couple of seconds putting in the logic we have in mind. And here’s how…
- First, we need to create a Dropdown Select, Contact Property option that can be used in Forms. Here, we just called it Redirect and gave the criteria as Yes, No and Maybe. Your labels will change depending on the logic you want to redirect users on.
- Create the form and include a question to take care of the ‘Redirect’ Property.
- Place the module in the page by searching for ‘Form with redirect’ (or similar) and select your form you want to use.
- Style the form to match your site
- Apply the logic to the Redirect Field Edits
- You must match the internal value of your property to the logical field in the form
- Add a condition for each selection (e.g. ‘Answer A’ and the relevant logic you want to happen) and add your post-submit thank you message that appears
Transcript from demo video:
All right. So this is some redirect logic applied to a hubspot form and what that means is
based on the answer of this question. Yes. No. Or maybe um this page will redirect to one of three pages.
So I'm going to fill out the form with the answer of yes. It's going to take me to Google. Now go back. I'm going to answer the question. No. And it's going to take me to digital 22. There we go. And Just for the sake of showing that you can have multiple. Doeses't have
to be just know you can have three options. You can have five options. You can have 50
options. That let's say you wanted a redirect for every state and you select the the state that you're going to and the answer. You apply your logic and your visitor ends up on that page. All right. So, how did we do this? So, this is a module that is compatible with the HubSpot CMS. So once you've downloaded the module and add it to your portal, it'll
show up in your list of modules. I can find it by adding an typing in the word. Redirect and dropping it into place. As you can see the submissions are going into my Crm.
So once we open up the module, the theme settings is where you can control the background color. Um got some things in here that we need to eliminate because they're not applicable to this form, but it's a little bit of housekeeping that will be done before any of you see this a form content. We created a field for redirecting in a pop in there right away and show you how that works. We can ignore the um uh in line. Thank you. And the redirect. This is going to get overwritten by the module logic. And so now we're going to edit that module logic. So the dependent field, we want to match the internal value of the field so you can see who label here says redirect with the capital are but the dependent field name is a lower case. R This dependent field. Um Internal values you will actually find in hubspot and I see that. I think I felt redirect from maybe don't judge my spelling. Uh Now we're gonna add our logic. So we have our redirect condition and you would select and to add a new one or edit one of the existing ones. So the internal value again, we want to match the case value of the field itself.
Um This is where we're going to apply
where we wanted to go to. It could be hubspot content, it could be a file from the file manager, it could be an email address, This could open up a window to write an email archive, be a blog post that you have. So we're gonna leave it as an external value and that's just going to go to google um important here, we want the condition to equal to
so if the answer is yes and the selection is yes, then that is equal to so. And then you noticed that when I did submit the form, there was that little thank you message that appeared briefly. Um this is where you're gonna put that message and this message is kind of required as the farm runs through its logic. Um, but because this is a rich text box, you could replace it with a gift for any value you want.
You could say if you're not redirected in
five seconds, click here and we'll take you to the page. Kind of a fail safe to make sure that your user ends up where you want them to go.
All right. So that is the module in the page. Now, let's take a quick look at the form that creates that module. So we'll go under. We capture forms and redirect. And here is that property. So that redirect property. We'll pop that open. And here is our internal values. So let's say we were too. Well, you can't edit an internal value once it's created. So we don't need to hypothesis that. Um But you can make the label anything you want as long as this internal value is what you're matching in the farm. So this label could say google and
it wouldn't make a difference because we're still matching yes T. S. And the logic is going to work based on that.
Um One thing of note, this redirect is designed for drop down select. So um it probably won't work. I mean you could test it with radio select or check box but for safety and continuity, let's just stick with the drop down select whenever possible. Everything else about this module
works with hubspot forms. The exact same way you can include as many fields as you want, You can do page three or so you can uh trigger workflows or other
actions within hubspot based off of this. And like I said, all of the values as you put them are going to show up in hubspot. It also works with dependent fields. And um Uh huh. Those fields that if they've already been filled out, they don't show, I don't remember the exact name. All right, so that is our redirect module.
If you have any questions, please let me know.