A financial advisory firm recently integrated HubSpot into their workflow to enhance operational efficiency and improve automation across their teams. However, as they began leveraging HubSpot’s form-building capabilities, they encountered a significant roadblock in configuring conditional logic for multi-checkbox options.
Their existing setup failed to provide a seamless and intuitive user experience, leading to data inconsistencies and inefficiencies. Recognizing the need for a streamlined and scalable solution, our team stepped in to refine their form configurations, ensuring that their forms functioned as intended while aligning with their operational needs.
The financial advisory firm faced several challenges while configuring conditional logic within their HubSpot forms, preventing them from achieving their desired level of functionality and usability:
Incomplete Visibility
One of the most pressing issues was that the conditional logic did not function as expected when multiple checkboxes were selected. Instead of displaying questions related to all chosen options, the form only displayed follow-up questions for a single selected checkbox. This limitation resulted in an incomplete and fragmented experience for users filling out the form, as they were not presented with all relevant follow-up fields necessary for accurate data collection.
Limited Knowledge
The client, although well-versed in using HubSpot for general marketing automation, lacked the technical expertise required to fine-tune the platform’s conditional logic settings. They were unfamiliar with the nuances of how dropdown values influenced logic triggers and struggled to configure the form in a way that accounted for multiple conditions simultaneously. This knowledge gap made it difficult for them to achieve their intended functionality without external support.
Suboptimal Defaults
By default, HubSpot’s conditional logic was set to "equal to," a configuration that restricted the form’s ability to process multiple checkbox selections effectively. This default behavior created a significant bottleneck, as the system was only capable of responding to singular conditions at a time rather than dynamically adjusting based on multiple selected options. Without modifying this setting, the form remained rigid and unable to accommodate the firm's needs for flexible, multi-condition responses.
To address these challenges, we developed a tailored solution that leveraged HubSpot’s advanced form customization features, refining the way conditional logic was applied to improve usability and data accuracy:
Optimized Conditional Logic
We identified the core issue with the logic settings and implemented a key modification—switching the default "equal to" setting to "contains any of." This change allowed the form to recognize and respond to multiple checkbox selections simultaneously, ensuring that all corresponding conditional questions appeared dynamically, rather than being limited to a single selected option. As a result, users could now experience a more fluid and intuitive form interaction.
Enhanced Form Customization
Beyond modifying the logic settings, we structured the form in a way that guaranteed every relevant follow-up question appeared based on the combination of checkboxes selected. This meant that users no longer had to deal with missing or incorrectly triggered conditional questions, and the form's behavior became more predictable and reliable. The new configuration improved data integrity by ensuring all necessary information was captured in one seamless flow.
Client Education
Recognizing that sustainable success required the client to have full control over their forms, we provided in-depth guidance on how to adjust and optimize conditional logic settings in the future. This included step-by-step demonstrations, best practice recommendations, and troubleshooting techniques to empower their team with the confidence and technical know-how to maintain and refine their forms without additional outside intervention.
Our approach to implementing the solution was structured in three key phases to ensure a smooth and effective transition:
The enhancements we introduced to the client’s HubSpot form yielded significant improvements in both functionality and efficiency:
Enhanced Usability
The form now dynamically displayed all conditional questions based on multiple checkbox selections, eliminating previous limitations and creating a more intuitive and user-friendly experience for those filling it out.
Increased Client Confidence
Through our educational approach, the client gained a deeper understanding of HubSpot’s form logic capabilities, allowing them to take full control of their form configurations and make further optimizations as needed without relying on external support.
Operational Efficiency Gains
The updated configuration eliminated the need for manual workarounds that had previously been used to compensate for the form’s limitations. This saved valuable time for both the marketing and service teams, enabling them to focus on more strategic initiatives while ensuring a seamless data collection process.
This project reinforced the importance of leveraging platform settings effectively to maximize usability and efficiency. Even seemingly small adjustments to conditional logic configurations can have a profound impact on functionality, improving both data collection accuracy and the overall user experience. Additionally, empowering clients with the knowledge to manage and refine their systems independently ensures they can extract the full value from their technology investments while avoiding common pitfalls.
Are you struggling with form customization or navigating HubSpot’s advanced features? Contact Origin63 today to discover how we can help you optimize your tools, streamline your workflows, and improve data collection for better, more reliable results.