HubSpot makes it easier for you to expand your business site further. It simply turns visitors into leads, transforms them into clients, and tracks your site’s progress.
- Using HubSpot’s free plugin, one can quickly: Engage live chat visitors and chatbots, and make form & pop-up leads.
- Create stunning, informative email newsletters and drive your marketing automation campaigns.
- Manage the entire contact log with HubSpot’s free CRM, and community contacts with the built-in list creator.
- Measure your company progress with predictive dashboards.
Step 1: Plugin Installation
To install and enable the HubSpot All-In-One Marketing plugin, it should be among the recommended plugins once you install the Kleo theme. Once you install the theme head to recommended plugins and scroll down and look for HubSpot and click the install.
Alternatively you can access the installation from dashboard >> appearance >> Kleo panel. On this page select the theme addons and scroll again till you find the hubspot plugin and hit install. Once installed, the Install button will change to Activate. Click that button, and it will activate the plugin. You will then see the status change to Installed and Activated.
Step 2: Linking Hubspot to your Site
Assuming you have installed and enabled the Hubspot plugin, you can see the HubSpot menu feature from the WordPress dashboard. Head to that menu and you’ll have two options: One, to register for a new account in case you don’t have a Hubspot account just hit Create a Free Account button. Secondly a sign in option If you already have a HubSpot account whereby you can just click on the button “sign in here”.
Registration with HubSpot is a simple procedure with a standard login form that prompts you to provide your first name, last name, email address and password or simply register using a google account.
After you provide your personal details, the next step will prompt you to provide your valid website address and the name of your company. Finally, just click the connect button, and your WordPress site will be connected to the HubSpot.
How to Create Forms On hubspot
One can create beautiful forms and popups on hubspot within your website in minutes using the intuitive drag and drop builder. More so you can select the pages that you need the popups forms to be shown using HubSpot’s advanced filtering based on your visitors’ behaviors.
Step 1: Creating Form Process
One could create a form to capture details from your customer and generate leads. To initiate the form creation process, click the forms link from the hubspot menu accessed from your dashboard. Once on the forms page there is a button at the top right-hand corner of the page denoted as “create a free form” which you should click on to begin the process.
Step 2: Choose a Form Type
You can choose the type of the Form in this step whereby there are several to choose from among them are:
- Embedded Form: Once can create a form that can be placed or embedded anywhere on the site through use of a shortcode or a script code.
- Standalone Form: This type of form is one that can be shared by using a provided link.
- Popup box form: This kind of form is displayed as a pop up box at the center of the page within your website.
- Dropdown Banner Form: You can add a form that can drop down from the top of the screen.
- Slide to left/right form: One could also create a form that displays from the right or left side of your website mainly at the bottom part.
For this case we shall opt to go with an embedded form.
Step 3: Choose a suitable template
The next step involves selecting a suitable template depending on what data you want to collect. You can either begin with a blank or one of the commonly used templates such as Registration, Contact Us, Newsletter Signup, eBook Download, and Event Registration.
In this case we shall choose a template for newsletter sign up for visitors to frequently receive site updates. After choosing the template, hit the Start button at the top right section of the screen.
Step 4: Edit Form Fields
In this step, one will be capable of adjusting the fields of the form and adding or deleting inputs. You could also select the general preferences by clicking the Options tab at the top. On the options tab you choose what should happen once the visitor submits the form. The visitor could either see a thank you message or be redirected to another page under which you should provide the link to. Once done you can immediately see the preview of the form by clicking on the style & preview tab at the top. Here you can set the style of the submit button to various layouts including the default, linear, round and sharp.
Step 5: Finish Creation
After finishing the creation of the form click the Submit button at the top right section of the screen and you will be presented with the form Shortcode as shown below: One could also opt to preview it in another tab to view how it will appear on your site.
The above shortcode can be copied and pasted in the specific place you want it to be displayed. One could use widgets in the kleo theme and display it on the sidebars section or on the footer section, it all depends on where it suits you best.
See the video for the creation process below: