How to use smart forms in HubSpot

Go to the Content section in the left navigation bar.

Select either Landing Pages or Website Pages depending on where your form is located.

Click on the name of the specific page you wish to edit (e.g., a webinar registration page).

Inside the Content editor, click directly on the form module to select it.

Locate the Smart rules section in the left panel.

Click the dropdown menu labeled Select a category under the Show different content based on section.

Choose a category for your rule:

• Ad source: UTM parameters in the page URL
• Contact list (segment) membership: cookie-based contact matching
• Contact lifecycle stage: cookie-based contact matching
• Country: visitor's IP address
• Device type: browser user agent
• Referral source: where the visitor came from
• Preferred language: browser language settings
• Query parameter: values in the page URL

Click Add a rule.

Select the specific criteria you want to target (e.g., specific lifecycle stages like leads, marketing qualified leads, or customers).

Click Save.

Look at the Editing for field at the top of the left panel.

Click the dropdown to switch from the Default version to the smart rule audience you just created.

Select the specific form you want this audience to see.

Click Apply changes.