Forms Overview
Active forms, how submissions flow into HubSpot, and where to find form analytics.
How Forms Are Used in This Portal
HubSpot forms are the primary way data is collected from LIA staff and submitted into the system. In this portal, forms are used for three main purposes:
- Event registration -- Staff register for trainings, meetings, and program events through embedded or standalone HubSpot forms. Submissions are automatically tied to their contact record.
- FSS onboarding -- New Family Support Specialists complete onboarding intake forms that capture role details, zone assignment, and baseline information needed to set up their contact record correctly.
- Monthly reporting submissions -- LIA staff submit monthly program data through forms that feed into the reporting workflow.
How Form Submissions Flow Into HubSpot
When someone submits a form, HubSpot checks whether a contact with that email address already exists. If yes, the existing record is updated with any new or changed information. If no, a new contact record is created. Form submissions also appear in the contact's activity timeline.
Where to Find Forms
- In the top navigation, go to Marketing and select Forms.
- The forms list shows all active and draft forms in the portal. Use the search bar to find a specific form by name.
- Click any form name to open it and view its fields, settings, and submission data.
Viewing Form Submission History
To see who has submitted a specific form, open the form and click the Submissions tab. This shows a log of all submissions with the submitter's name, email, submission date, and field values. You can also export this list to a spreadsheet for reporting purposes.