{"id":101940,"date":"2022-12-16T15:43:56","date_gmt":"2022-12-16T20:43:56","guid":{"rendered":"https:\/\/www.inmotionhosting.com\/support\/?p=101940"},"modified":"2022-12-20T18:12:37","modified_gmt":"2022-12-20T23:12:37","slug":"embedded-standalone-form","status":"publish","type":"post","link":"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/embedded-standalone-form\/","title":{"rendered":"How to Create an Embedded or Standalone Form Using HubSpot"},"content":{"rendered":"<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"538\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/embedded-form-hubspot-crm-1-1024x538.jpg\" alt=\"How to Create an Embedded or Standalone Form Using HubSpot - header image\" class=\"wp-image-102097\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/embedded-form-hubspot-crm-1-1024x538.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/embedded-form-hubspot-crm-1-300x158.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/embedded-form-hubspot-crm-1-768x403.jpg 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/embedded-form-hubspot-crm-1.jpg 1200w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n\n<p>HubSpot CRM allows one to create embedded or standalone forms that gather or provide information to your customers.\u00a0 For example, you may have a standalone survey form that a customer opts to view. This tutorial will walk you through creating and using these forms for your business endeavors.<br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#embedded-standalone\">What are Embedded or Standalone Forms<\/a><\/li>\n\n\n\n<li><a href=\"#create\">How to Create and Use an Embedded or Standalone Form<\/a><\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"embedded-standalone\">What are Embedded or Standalone Forms<\/h2>\n\n\n\n<p>Embedded forms are added to an existing WordPress page or post using shortcode provided to you by HubSpot.\u00a0 Standalone forms also use shortcode but are added to a blank page or post so that they may be displayed as a separate web page. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"create\">How To Create and Use an Embedded or Standalone Form<\/h2>\n\n\n\n<p>A wizard walks you through four steps when creating an embedded or standalone form. The created form is based on a pre-defined template or a blank form that you can customize.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/embedded-4-steps-form.jpg\" alt=\"Embedded or Standalone form - 4 steps when creating a form\" class=\"wp-image-101943\" width=\"841\" height=\"295\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/embedded-4-steps-form.jpg 1008w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/embedded-4-steps-form-300x106.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/embedded-4-steps-form-768x270.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n\n<p>The steps below walk you through the options when creating either type of form. You must be <a href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/wordpress\/logging-into-wordpress-dashboard\/\">logged into the WordPress Administrator Dashboard<\/a> to follow these instructions.<\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>In the main menu, click on <strong>HubSpot<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Forms<\/strong>.<\/li>\n\n\n\n<li>Click on the <strong>Create form<\/strong> button in the top right corner.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"445\" class=\"wp-image-101896\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/click-create.jpg\" alt=\"\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/click-create.jpg 1343w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/click-create-300x133.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/click-create-1024x455.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/click-create-768x341.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Select the type of form you wish to create \u2013<strong> Embedded form<\/strong> or <strong>Standalone page<\/strong>.\u00a0<\/li>\n\n\n\n<li>Click on <strong>Next<\/strong> in the top right corner to proceed.<\/li>\n\n\n\n<li>Choose a <strong>Blank <\/strong>or pre-defined <strong>Template<\/strong> for your form. The right column shows a preview of each template.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"619\" class=\"wp-image-101895\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/select-template.jpg\" alt=\"Select a template\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/select-template.jpg 1295w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/select-template-300x186.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/select-template-1024x634.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/select-template-768x476.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><br><br><br><br><\/li>\n\n\n\n<li>Click on <strong>Start<\/strong> in the top right corner.\u00a0<\/li>\n\n\n\n<li>Step one of the process is titled as <strong>Form<\/strong>. Click on existing properties or create new ones to add to your form.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"592\" class=\"wp-image-101894\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/add-field-to-form.jpg\" alt=\"Add a field to the form\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/add-field-to-form.jpg 1347w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/add-field-to-form-300x178.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/add-field-to-form-1024x606.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/add-field-to-form-768x454.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Click on <strong>Options <\/strong>for the next step. Choose from nine options that affect how the form opens or the actions taken after the form is submitted.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"890\" class=\"wp-image-101945\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/options-embedded-form.jpg\" alt=\"Options for the embedded or standalone form\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/options-embedded-form.jpg 960w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/options-embedded-form-300x267.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/options-embedded-form-768x683.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><br><\/li>\n\n\n\n<li>Next, click on Style &amp; Preview. You can change color, font, and appearance options for the form.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"766\" class=\"wp-image-101946\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/style-preview-embedded-form.jpg\" alt=\"Style and preview for an embedded or standalone form\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/style-preview-embedded-form.jpg 998w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/style-preview-embedded-form-300x230.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/style-preview-embedded-form-768x588.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/li>\n\n\n\n<li>Click on <strong>Automation<\/strong>.\u00a0 You can create automated sequences triggered by the completion of the form. Creating new workflows requires an upgraded account.<img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"515\" class=\"wp-image-101947\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/automation-embedded-form.jpg\" alt=\"Automation for embedded or standalone form\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/automation-embedded-form.jpg 1013w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/automation-embedded-form-300x155.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/automation-embedded-form-768x396.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/li>\n\n\n\n<li>When completing the form, click on <strong>Submit<\/strong> in the top right corner.<\/li>\n\n\n\n<li>You will then see a <strong>Review and publish<\/strong> column appear on the right side of the screen.\u00a0 Review the form.<\/li>\n\n\n\n<li>When the processing is complete, the embed code will be displayed.\u00a0 Click the Copy button and paste the code into your WordPress post or page to use it as an embedded or standalone form.<br><br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"902\" class=\"wp-image-101948\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/form-ready-embedded-1.jpg\" alt=\"Form is ready for embedded or standalone forms\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/form-ready-embedded-1.jpg 448w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/form-ready-embedded-1-300x271.jpg 300w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/li>\n\n\n\n<li>If satisfied with the form, click on <strong>Publish<\/strong> at the bottom of the column.\u00a0 <strong>Cancel<\/strong> returns you to the form editor.<br><\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\">\n\n\n\n<p>Embedded and standalone forms created through HubSpot CRM are used to gather or provide customer data. For example, you can create a subscription form that allows customers to provide their contact info for online or mail-in subscriptions.\u00a0 You can also create reports for a customer to give them information based on their interactions with your business.\u00a0 These forms are valuable tools that help increase and improve your customer interactions.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>HubSpot CRM allows one to create embedded or standalone forms that gather or provide information to your customers.&nbsp; For example, you may have a standalone survey form that a customer opts to view. This tutorial will walk you through creating and using these forms for your business endeavors. What are Embedded or Standalone Forms Embedded<a class=\"moretag\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/embedded-standalone-form\/\"> Read More ><\/a><\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4553],"tags":[],"class_list":["post-101940","post","type-post","status-publish","format-standard","hentry","category-hubspot"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Create an Embedded or Standalone Form Using HubSpot | InMotion Hosting<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/embedded-standalone-form\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create an Embedded or Standalone Form Using HubSpot | InMotion Hosting\" \/>\n<meta property=\"og:description\" content=\"HubSpot CRM allows one to create embedded or standalone forms that gather or provide information to your customers.&nbsp; For example, you may have a standalone survey form that a customer opts to view. This tutorial will walk you through creating and using these forms for your business endeavors. 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