Create a Form in B2B Hub

Forms are a fantastic way for you to engage with leads and customers. You can create a form and ask for literally anything you want, such as name, email, attachments, etc.

Examples where you should use Forms:

  • General Website Enquiry
  • Lead Capture
  • Bookings
  • Job Applications
  • Checklists
  • Surveys / Questionnaires
  • Gather information and files from clients for projects or onboarding
  • Request testimonials from customers

To create a basic Form follow these steps:


1 Log in to B2B Hub


2 Click "Forms" on the left panel or click the + symbol at the top and click Create a Form. 


3 Click Actions > Add New Form


4 Enter the Name of your Form and click outside the field 

5 Now, to add questions, click the + Add a question button


6 Select the Question type, in this example, we'll use Multiple Choice 

7 Type the question and answers. In this example our question is "What TYPE of business do you have?"



8 After you've entered your first question, click Add a Page 

You can either click "Add a question or Add a Page" depending if you want multiple questions on the same page. We suggest splitting up the questions in multiple pages.


9 On the new page, click + Add a Question again. 

10 Click "Select a type"


11 This time, we need to add the 3 important questions on the form (Name, Email, Contact Number). These questions are already pre-loaded so you just need to select them. 

12 Click "Save"


13 Once you've added all three questions, click Save at the top-right to go to the Customise Tab 

14 Click "Button colour" to pick a color for your buttons in the form


15 Click Upload Banner if you wish to add a nice banner at the top of your form.


16 Once you've selected a color and banner, click Save at the top right to move to the Settings.


17 You can add a link where you'd like your lead to be redirected to after they filled out a form 


18 Add tags to your form. Tags need to be pre-loaded. You can create Tags by following this guide.


19 You can set the Email campaign you'd like to run after the lead has completed the form. You can create email campaigns by following this guide. 


20 Click "Save" to save your new form.


21 You will be redirected to the Form list page. Hover on the form you created and click the View Live Icon on the right. 


22 You can view your form live now! Copy the URL at the top of your browser and you can add it to your Email, LinkedIn Messages etc.