HubSpot Hack #1: How To Create Alternate Form Content For Certain Visitors
This is part one of a series of HubSpot tutorial videos, where one of us at Nectafy will share a creative way to use HubSpot. Sometimes it’ll expose an underutilized feature of HubSpot, and other times we’ll show you a way to bend or tweak the system a bit to do some really cool stuff. The main goal each time is to show you a new way to do something beneficial for your website and your inbound marketing.
An Introduction To This HubSpot Hack: Smart Content Over Forms
ClearPoint Strategy, a Nectafy client, is a software company that offers a free trial of its Balanced Scorecard software. People would frequently come to the site to fill out the free trial request form, get distracted and forget they’d done it, and then return to fill out the form again a few days later. This was making it hard for reporting because it’d be counted as two requests instead of one. Furthermore, these people would also fill out the form a bit differently the second time, which would present conflicting data.
They wanted to find a way to show people a message who have already filled out the form. We went about finding a way in HubSpot, and have included the video tutorial below.
If you’ve ever found yourself in one of these two situations, this video could be a great help:
- People frequently fill out forms more than once, and you want to stop that from happening.
- Customers want to download your content, and you don’t want to annoy them by asking for contact information.
Use “Smart Content” in HubSpot in place of “Forms.” Smart Content allows you to show certain content to people if they fit into one criteria, and different content if they’ve taken other actions on your site. For this scenario, you’d want to show a message for people who have already filled out the form (or who are customers), and you’d want to show the form to people who haven’t filled it out before (or who are not customers). Here’s the result.
Someone who hasn’t filled out the form will see this:
Someone who has filled out the form before will see this:
Now, if you haven’t already, go check out the video.
Did this help you? Do you have questions about how to solve a certain problem in HubSpot? We’re up for the challenge. Leave us a comment below or tweet at me (@henryoloughlin). Your idea or question could become our next HubSpot Hack!