Manage forms

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kb-breadcrumbs__item" id="bc-core" href="/"> <span>Knowledge Base</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-category" href="/marketing-tools"> <span>Marketing Tools</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-topic" href="/marketing-tools/topics#forms"> <span>Forms</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow final-breadcrumb-arrow" aria-hidden="true">right</span> <span class="kb-breadcrumbs__item" id="bc-page"> <span>Manage forms</span> </span> </nav> </div> </section></div> <div id="hs_cos_wrapper_L10N_Disclaimer" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content="HubSpot Support" itemprop="name"> </span> <meta content="October 6, 2015" itemprop="datePublished"> <meta content="Support" itemprop="author"> <meta content="https://knowledge.hubspot.com/forms/manage-your-forms" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">Manage forms</span></h1> <p class="last-updated">Last updated: <span itemprop="dateModified">  November 15, 2023 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">    <div class="article-key-wrapper"> <div class="article-key-header"> <h4>Available with any of the following <a href="https://knowledge.hubspot.com/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">subscriptions</a>, except where noted:</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sprocket-web-color.svg" width="24" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/crm"> <span class="article-key__all-products">All products and plans</span> </a> </td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>Configure your forms table and keep your forms organized using form folders. Review the available actions you can take on your forms. You can delete and clone your forms, as well as export form data. However, it is currently <span style="text-decoration: underline;">not</span> possible to <a href="/forms/forms-faq#can-i-unpublish-or-archive-a-form" rel="noopener">unpublish a form</a>.</p> <p>If a form submission has been flagged as spam, it will be separately categorized into the <a href="/forms/manage-form-spam-submissions" rel="noopener">form's spam submissions</a>. </p>  <h2>Segment your forms </h2> <p>To segment your forms, you can apply filters based on form details to your forms table. This set of filters can be saved as a <a href="https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views" rel="noopener">view </a>that you can access whenever you want an overview of the forms that meet the set criteria. <span data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text">Learn more about <a href="https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views" rel="noopener" target="_blank">creating, customizing, and managing saved views</a>. </span></p> <ul> <li>In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Forms</strong>.</li> <li>At the top of the table, click the <strong>Add view </strong>dropdown menu. You can create a view from scratch or use an existing view to create a new view: <ul> <li>To create a view from scratch:  <ul> <li>Select <strong>Create new view</strong>.</li> <li>In the dialog box, enter a <strong>name </strong>for your view and select which <strong>users</strong> can access the saved view.</li> <li>Click <strong>Save</strong>. Your new view will appear as another tab at the top of the table.</li> </ul> </li> <li>To use an existing view to create a new view, select an existing <strong>view</strong>. </li> </ul> </li> </ul> <ul> <li>Select and apply your filters:<br> <ul> <li><strong>Business unit </strong>(<em>Business units add-on</em> only)<strong>: </strong>filter forms by associated <a href="https://knowledge.hubspot.com/account-settings/manage-brands-with-business-unit" rel="noopener">business units</a>. </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Teams:</strong> filter by teams with access to the form. </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Form Type:</strong> filter forms by form type, such as <a href="/forms/use-non-hubspot-forms" rel="noopener">non-HubSpot forms</a>, regular forms, pop-up forms, or blog comment forms. </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong>All filters:</strong> filter by additional form events and form information, such as page views, status, and more.<br> <ul> <li>In the right panel, click <strong>AND </strong>to add more filter criteria.</li> <li>To remove existing filter criteria, hover over the criteria and click the <span class="ss-icon-font notranslate" translate="no">delete </span><strong>delete icon</strong>.</li> <li>Once you're done, click the <strong>X icon </strong>to close the panel. </li> </ul> </li> </ul> </li> </ul> <p><br><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Apr-05-2023-05-35-22-6414-AM.png?width=700&height=385&name=image-png-Apr-05-2023-05-35-22-6414-AM.png" loading="lazy" width="700" style="width: 700px; height: auto;" height="385" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Apr-05-2023-05-35-22-6414-AM.png?width=350&height=193&name=image-png-Apr-05-2023-05-35-22-6414-AM.png 350w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Apr-05-2023-05-35-22-6414-AM.png?width=700&height=385&name=image-png-Apr-05-2023-05-35-22-6414-AM.png 700w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Apr-05-2023-05-35-22-6414-AM.png?width=1050&height=578&name=image-png-Apr-05-2023-05-35-22-6414-AM.png 1050w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Apr-05-2023-05-35-22-6414-AM.png?width=1400&height=770&name=image-png-Apr-05-2023-05-35-22-6414-AM.png 1400w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Apr-05-2023-05-35-22-6414-AM.png?width=1750&height=963&name=image-png-Apr-05-2023-05-35-22-6414-AM.png 1750w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Apr-05-2023-05-35-22-6414-AM.png?width=2100&height=1155&name=image-png-Apr-05-2023-05-35-22-6414-AM.png 2100w" sizes="(max-width: 700px) 100vw, 700px"></p> <br> <ul> <li>To update the columns displayed in a view:<br> <ul> <li>At the top of the table, click <strong>Actions </strong>> <strong>Edit columns</strong>.</li> <li>On the left, select the <strong>checkboxes </strong>next to the form events or information you want to appear in the table. </li> <li>On the right, click and drag the <strong>properties</strong> to rearrange them in the table.</li> <li>To remove a column from the table, click the <strong>x </strong>next to the column name. </li> <li>To reset the forms table to the default view, click <strong>Reset default view</strong>. </li> <li>To clear all columns from the table, click <strong>Remove all columns</strong>. This will remove all columns except the <em>Name </em>column. </li> <li>Click <strong>Save</strong>. The display of the updated columns will depend on whether you're updating a default view or a custom view:  <ul> <li>If you're updating the default <em>All forms </em>and <em>Published </em>views, this will only update the columns displayed for these views in your user's account.</li> <li>If you're updating a custom view, this will update the columns displayed for the custom view for all users with access to the view. <br> </li> </ul> </li> </ul> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Manage%20forms%20edit%20columns-gif.gif?width=520&height=469&name=TW%20-%20Manage%20forms%20edit%20columns-gif.gif" loading="lazy" width="520" height="469" style="width: 520px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Manage%20forms%20edit%20columns-gif.gif?width=260&height=235&name=TW%20-%20Manage%20forms%20edit%20columns-gif.gif 260w, https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Manage%20forms%20edit%20columns-gif.gif?width=520&height=469&name=TW%20-%20Manage%20forms%20edit%20columns-gif.gif 520w, https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Manage%20forms%20edit%20columns-gif.gif?width=780&height=704&name=TW%20-%20Manage%20forms%20edit%20columns-gif.gif 780w, https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Manage%20forms%20edit%20columns-gif.gif?width=1040&height=938&name=TW%20-%20Manage%20forms%20edit%20columns-gif.gif 1040w, https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Manage%20forms%20edit%20columns-gif.gif?width=1300&height=1173&name=TW%20-%20Manage%20forms%20edit%20columns-gif.gif 1300w, https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Manage%20forms%20edit%20columns-gif.gif?width=1560&height=1407&name=TW%20-%20Manage%20forms%20edit%20columns-gif.gif 1560w" sizes="(max-width: 520px) 100vw, 520px"> </p> <ul> <li>Once you've completed setting up your view, in the top right of the forms table, click <strong>Save view</strong>. <ul> <li>If you've created a new view from scratch or if you're updating an existing view, click <strong>Save</strong>.</li> <li>If you're using an existing view to create a new view, click <strong>Save as new</strong>. </li> </ul> </li> <li>After creating and saving your custom view, to manage your views, click <span style="font-weight: bold;">All views</span>. Learn how to <a href="/crm-setup/create-customize-and-manage-your-saved-views#edit-delete-clone-or-set-default-views" rel="noopener">edit, clone, or delete your custom views</a>.</li> </ul> <h2>Organize forms with folders</h2> Segment and organize your forms with form folders. You can create new folders, then move forms individually or in bulk to those folders:  <br> <ul> <li>In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Forms</strong>.</li> <li>In the top right, click <strong>Folders</strong>.</li> <li>To create a new folder:  <ul> <li>In the left panel, click <strong>Create folder</strong>.</li> <li>In the dialog box, enter your <strong>Folder name</strong>. </li> <li>Click <strong>Create</strong>. Your new folder will display in the left panel of the page. </li> </ul> </li> <li>To rename or delete a folder:  <ul> <li>In the left panel, click the <strong>folder name</strong>. All forms added to the folder will display in the table. </li> <li>To rename a folder, in the top left, click <strong>Actions</strong> > <strong>Rename folder</strong>. </li> <li>To delete a folder, in the top left, click <strong>Actions </strong>> <strong>Delete folder</strong>. </li> </ul> </li> <li>To move individual forms to a folder: <ul> <li>Hover over the <strong>form </strong>to move.</li> <li>Then, click and drag the <span class="ss-icon-font notranslate" translate="no">dragHandle</span><strong>icon </strong>to drag the form into an existing folder. </li> <li>Alternatively, click <strong>Actions </strong>> <strong>Move to folder</strong>. Then, select a <strong>folder</strong> and click <strong>Move</strong>. </li> </ul> </li> <li>To move multiple forms to a folder:  <ul> <li>Select the <strong>checkboxes</strong> next to the forms to move.</li> <li>Then, click and drag the <span class="ss-icon-font notranslate" translate="no">dragHandle</span><strong>icon </strong>to drag the forms into an existing folder. All selected forms will be moved to the folder. <br><br></li> </ul> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Form%20Folders-gif.gif?width=800&height=482&name=TW%20-%20Form%20Folders-gif.gif" loading="lazy" width="800" style="width: 800px; height: auto;" height="482" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Form%20Folders-gif.gif?width=400&height=241&name=TW%20-%20Form%20Folders-gif.gif 400w, https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Form%20Folders-gif.gif?width=800&height=482&name=TW%20-%20Form%20Folders-gif.gif 800w, https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Form%20Folders-gif.gif?width=1200&height=723&name=TW%20-%20Form%20Folders-gif.gif 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Form%20Folders-gif.gif?width=1600&height=964&name=TW%20-%20Form%20Folders-gif.gif 1600w, https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Form%20Folders-gif.gif?width=2000&height=1205&name=TW%20-%20Form%20Folders-gif.gif 2000w, https://knowledge.hubspot.com/hs-fs/hubfs/TW%20-%20Form%20Folders-gif.gif?width=2400&height=1446&name=TW%20-%20Form%20Folders-gif.gif 2400w" sizes="(max-width: 800px) 100vw, 800px"></p> <h2>Form actions </h2> <p>From the forms dashboard, you can take action on your forms: </p> <ul> <li>In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Forms</strong>.</li> <li>Hover over a form and click the <strong>Actions</strong> dropdown menu to: <ul> <li><strong>View: </strong>test and view the form as a standalone page.</li> <li><strong>Details:</strong> view the details page of your form.</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Share:</strong> view and copy the form embed code and direct link. Learn more about <a href="https://knowledge.hubspot.com/forms/how-can-i-share-a-hubspot-form-if-im-using-an-external-site" rel="noopener" target="_blank">sharing a form on an external site</a>.</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong>View submissions:</strong> view an <a href="/forms/analyze-form-submissions-data#submissions" rel=" noopener">overview of the form submissions</a>.</li> <li><strong>Export submissions:</strong> <a href="https://knowledge.hubspot.com/forms/export-form-submissions#all-submissions" rel="noopener" target="_blank">export all submissions on the form</a> in a CSV, XLS, or XLSX file.</li> <li><strong>View file uploads:</strong> access all files submitted via a <a href="https://knowledge.hubspot.com/account/property-field-types-in-hubspot" rel="noopener" target="_blank">file upload field</a> on the form. This option will not appear if no files were uploaded in form submissions.</li> <li><strong>Create list of contacts </strong>(<em><strong>Marketing Hub</strong> Starter</em>, <em>Basic</em>, <em>Professional</em>, or <em>Enterprise</em> only)<strong>:</strong> create a list of contacts that submitted the form</li> <li><strong>Create translation:</strong> create a <a href="https://knowledge.hubspot.com/forms/create-forms-in-multiple-languages" rel="noopener" target="_blank">translated version of the form</a>.</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Compare forms:</strong> compare the form against your other forms in the forms comparison tool. </li> <li><strong>Manage Access </strong>(<em><strong>Marketing Hub</strong> </em><em>Enterprise</em> only)<strong>:</strong> select which users and teams have access to this content</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Move to folder:</strong> move the form to a folder.</li> <li><span style="font-weight: bold;">Delete:</span> <a href="#delete-a-form" rel="noopener" target="_blank">delete the selected form</a>.</li> </ul> </li> </ul> <ul> <li>To edit a form, hover over the <span style="font-weight: bold;">form name</span> and click <span style="font-weight: bold;">Edit</span>. Learn more about <a href="#delete-a-form" rel="noopener">deleting a form</a>. </li> <li>To clone a form, hover over the <span style="font-weight: bold;">form name</span> and click <span style="font-weight: bold;">Clone</span>. Learn more about <a href="https://knowledge.hubspot.com/forms/manage-your-forms" rel="noopener" target="_blank">cloning a form</a>.<br><br></li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-15-2023-05-04-52-0022-AM.png?width=350&height=506&name=image-png-Feb-15-2023-05-04-52-0022-AM.png" loading="lazy" width="350" height="506" style="width: 350px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-15-2023-05-04-52-0022-AM.png?width=175&height=253&name=image-png-Feb-15-2023-05-04-52-0022-AM.png 175w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-15-2023-05-04-52-0022-AM.png?width=350&height=506&name=image-png-Feb-15-2023-05-04-52-0022-AM.png 350w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-15-2023-05-04-52-0022-AM.png?width=525&height=759&name=image-png-Feb-15-2023-05-04-52-0022-AM.png 525w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-15-2023-05-04-52-0022-AM.png?width=700&height=1012&name=image-png-Feb-15-2023-05-04-52-0022-AM.png 700w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-15-2023-05-04-52-0022-AM.png?width=875&height=1265&name=image-png-Feb-15-2023-05-04-52-0022-AM.png 875w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-15-2023-05-04-52-0022-AM.png?width=1050&height=1518&name=image-png-Feb-15-2023-05-04-52-0022-AM.png 1050w" sizes="(max-width: 350px) 100vw, 350px"></p> <h3>Delete a form</h3> <p>If you no longer require a form, learn how to delete your form. If the form is currently used in any HubSpot pages, it <span style="text-decoration: underline;">cannot</span> be deleted and the <em>Delete form</em> option will be greyed out. Remove the form from any HubSpot pages to delete the form. You can see which pages are currently using the form by clicking the number in the <em>Appears on</em> column.</p> <p>Once a HubSpot form is deleted, please note the following:</p> <ul> <li>The form will no longer load on any live external pages.</li> <li>The form will not be available for use in lists, workflows, and reports.</li> <li>Previous submission data cannot be exported, but will remain in the relevant contact records.</li> <li>New submissions to a <span style="text-decoration: underline;">deleted</span> form using the <a href="https://developers.hubspot.com/docs/methods/forms/forms_overview" target="_blank" style="font-family: AvenirNext, 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: 1rem;" rel="noopener">HubSpot's Forms API</a> will not be accepted.</li> </ul> <p>To delete a form:</p> <ul> <li>In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Forms</strong>.</li> <li>To delete an individual form:  <ul> <li>Hover over the<strong> form</strong> you want to delete, then click <strong>Actions </strong>> <strong>Delete</strong>.</li> <li>In the dialog box, click <strong>Delete form</strong>.</li> </ul> </li> </ul> <ul> <li>To delete your forms in bulk: <ul> <li>Select the <strong>checkboxes</strong> next to the forms you want to delete.</li> <li>At the top of the table, click <strong>Delete</strong>.</li> <li>In the dialog box, click <strong>Delete</strong>.<br><br></li> </ul> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-26-43-0227-AM.png?width=559&height=189&name=image-png-Feb-14-2023-08-26-43-0227-AM.png" loading="lazy" width="559" height="189" style="width: 559px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-26-43-0227-AM.png?width=280&height=95&name=image-png-Feb-14-2023-08-26-43-0227-AM.png 280w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-26-43-0227-AM.png?width=559&height=189&name=image-png-Feb-14-2023-08-26-43-0227-AM.png 559w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-26-43-0227-AM.png?width=839&height=284&name=image-png-Feb-14-2023-08-26-43-0227-AM.png 839w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-26-43-0227-AM.png?width=1118&height=378&name=image-png-Feb-14-2023-08-26-43-0227-AM.png 1118w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-26-43-0227-AM.png?width=1398&height=473&name=image-png-Feb-14-2023-08-26-43-0227-AM.png 1398w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-26-43-0227-AM.png?width=1677&height=567&name=image-png-Feb-14-2023-08-26-43-0227-AM.png 1677w" sizes="(max-width: 559px) 100vw, 559px"></p> <br> <h3>Clone a form</h3> <p>You can clone a HubSpot form as a starting point for a new form or use the cloned form with a different <a href="https://community.hubspot.com/t5/Releases-and-Updates/Clone-a-HubSpot-Campaign-and-Assets-in-One-Click/ba-p/417751" rel="noopener">campaign</a>. When cloning your forms, please note the following: </p> <ul> <li> If you have the <em><a href="/account-settings/manage-brands-with-business-unit" rel="noopener">Business units add-on</a></em><span style="font-style: normal;">:</span><em> </em> <ul> <li>If a different business unit is selected when cloning, data privacy options and follow-up emails <span style="text-decoration: underline;">will not</span> be added. You can manually add these options to the cloned form.</li> <li>If the same business unit is selected, data privacy options and follow-up emails will be cloned and match the original form. </li> </ul> </li> <li>If you're using marketing contacts and the <a href="/contacts/set-contacts-as-marketing#automatically-set-contacts-as-marketing-using-forms" rel="noopener"><em>Set contacts created as marketing contacts </em>option</a> is toggled on, only users with <a href="/settings/hubspot-user-permissions-guide#settings" rel="noopener">Marketing contacts access</a> will be able to clone the form. </li> </ul> To clone a form:  <br> <ul> <li>In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Forms</strong>.</li> <li>Hover over the <strong>form</strong> you want to clone.</li> <li>Click <strong>Clone</strong>. </li> <li>In the dialog box, enter your <strong>new form name</strong>. If you have the Business units add-on, select a <strong>business unit</strong> for the cloned form. </li> <li>Click <strong>Clone</strong>. You will be directed to the editor for the cloned form. <br><br></li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-27-37-0659-AM.png?width=379&height=164&name=image-png-Feb-14-2023-08-27-37-0659-AM.png" loading="lazy" width="379" height="164" style="width: 379px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-27-37-0659-AM.png?width=190&height=82&name=image-png-Feb-14-2023-08-27-37-0659-AM.png 190w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-27-37-0659-AM.png?width=379&height=164&name=image-png-Feb-14-2023-08-27-37-0659-AM.png 379w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-27-37-0659-AM.png?width=569&height=246&name=image-png-Feb-14-2023-08-27-37-0659-AM.png 569w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-27-37-0659-AM.png?width=758&height=328&name=image-png-Feb-14-2023-08-27-37-0659-AM.png 758w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-27-37-0659-AM.png?width=948&height=410&name=image-png-Feb-14-2023-08-27-37-0659-AM.png 948w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-27-37-0659-AM.png?width=1137&height=492&name=image-png-Feb-14-2023-08-27-37-0659-AM.png 1137w" sizes="(max-width: 379px) 100vw, 379px"></p> <h2>Export form data</h2> <p>After setting up your forms, if you are a <a href="https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide" rel="noopener" target="_blank">super admin</a> or have <a href="https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide#crm-tools" rel="noopener" target="_blank">export permissions</a>, you can export a spreadsheet of your form data with your current dashboard filters, to share information with external stakeholders.</p> <p>To export your form data:</p> <ul> <li>In your HubSpot account, navigate to <strong>Marketing</strong> > <strong>Forms</strong>.</li> <li>In the top right of the table, click <strong>Actions</strong> > <strong>Export forms</strong>.</li> <li>Configure your export file:  <ul> <li><strong>Name:</strong> enter a <strong>name</strong> for your export. </li> <li><strong>Format:</strong> select a <strong>format</strong> for your export, you can export your campaign details in a csv, xls, or xlsx file. </li> <li><strong>Send to:</strong> this will be set to your HubSpot user email by default. </li> </ul> </li> </ul> <ul> <li>Click <strong>Export</strong> to receive an email with a download link to the export file. This download link will be valid for 90 days. You can also review and access the form data export from your <a href="https://knowledge.hubspot.com/crm-setup/view-a-log-of-your-users-exports-in-your-account" rel="noopener" style="font-style: normal;"><em>Import and Export</em> settings</a>. <br><br></li> </ul> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-31-31-4856-AM.png?width=666&height=202&name=image-png-Feb-14-2023-08-31-31-4856-AM.png" loading="lazy" width="666" height="202" style="width: 666px; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-31-31-4856-AM.png?width=333&height=101&name=image-png-Feb-14-2023-08-31-31-4856-AM.png 333w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-31-31-4856-AM.png?width=666&height=202&name=image-png-Feb-14-2023-08-31-31-4856-AM.png 666w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-31-31-4856-AM.png?width=999&height=303&name=image-png-Feb-14-2023-08-31-31-4856-AM.png 999w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-31-31-4856-AM.png?width=1332&height=404&name=image-png-Feb-14-2023-08-31-31-4856-AM.png 1332w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-31-31-4856-AM.png?width=1665&height=505&name=image-png-Feb-14-2023-08-31-31-4856-AM.png 1665w, https://knowledge.hubspot.com/hs-fs/hubfs/image-png-Feb-14-2023-08-31-31-4856-AM.png?width=1998&height=606&name=image-png-Feb-14-2023-08-31-31-4856-AM.png 1998w" sizes="(max-width: 666px) 100vw, 666px"> <br> <br> <p> </p></span> <div class="blog-post-topic-wrapper" style="display: none;"> <span class="tag-name">Forms</span> </div> <span id="hs_cos_wrapper_Optional_Bottom_of_post_CTA" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"></span> </div> </div> </div> </div> </div> <div id="hs_cos_wrapper_lightbox" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="kb-lightbox" class="kb-lightbox cl-modal -light" role="dialog" aria-modal="true" aria-label="dialog with carousel of images"> <div class="cl-lightbox cl-modal-backdrop" data-cl-modal="close"> <div class="cl-lightbox-content-container"> <button class="cl-round-button cl-lightbox-close" data-cl-modal="close" aria-label="close dialog"> <svg class="cl-icon" aria-hidden="true"> <use href="#close" /> </svg> </button> <div class="cl-lightbox-content -image"> <div class="cl-loading -regular -secondaryDark"> <svg class="cl-loading-svg" viewbox="0 0 50 50" aria-hidden="true"> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5"></circle> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5" class="cl-loading-animated"></circle> </svg> </div> <img id="image-lightbox" alt="" src=""> </div> </div> <div> </div></div> </div></div></article> <div id="hs_cos_wrapper_module_15971280583729" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><section id="page-feedback" class="page-feedback"> <form id="page-feedback__form"> <fieldset id="page-feedback__sentiment" class="page-feedback__form-field"> <legend>Was this article helpful?</legend> <input type="radio" name="kb_was_this_page_helpful" id="helpful" value="Yes" required><label for="helpful">Yes</label> <input type="radio" name="kb_was_this_page_helpful" id="unhelpful" value="No" required><label for="unhelpful">No</label> </fieldset> <div id="page-feedback__reveal" hidden> <fieldset id="page-feedback__main-issue" hidden class="page-feedback__form-field radio-input radio-input--inline"> <legend>Thanks for letting us know. 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