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Configuring the Date Picker for Accurate User Input in HubSpot

Enhance User Experience and Minimize Input Errors with Help Text

Overview

Many users face challenges with the date picker in HubSpot forms, particularly when clients inadvertently leave the default year (e.g., 2024) selected instead of entering their correct year of birth. This article will guide you through the process of adding help text to the date picker, enhancing the user experience and minimizing input errors.

Steps to Add Help Text to the Date Picker

  1. Access Form Settings:

    • Log in to your HubSpot account and navigate to the forms section.
    • Select the specific form you wish to edit.

  2. Locate the Date Picker Field:

    • Within the form editor, click on the date picker field you want to modify.

  3. Edit Field Options:

    • Look for the option labeled "Field Placeholder" or "Help Text."
    • This is where you can add your additional guidance for users.

  4. Insert Clear Instructions:

    • Type a clear and concise instruction, such as:
      • "Please select your year of birth. Avoid using the default year."
    • If the formatting options are available, consider using bold or italic text to highlight key details.

  5. Save Changes:

    • After adding the help text, don’t forget to save your changes to the form.

  6. Test the Form:

    • Preview the form to ensure the help text displays properly and clearly conveys your message.
    • Make any necessary adjustments based on the preview.

Benefits of Adding Help Text

  • Reduces Errors: Clear instructions encourage users to pay attention, which decreases the likelihood of incorrect year selection.
  • Improves User Experience: Users appreciate straightforward forms that guide them through the submission process.
  • Enhances Data Accuracy: Accurate data entry leads to improved record-keeping and reporting.

Conclusion

By adding simple help text to the date picker in HubSpot forms, you can significantly enhance user interaction and data accuracy. It's also a good practice to regularly review and update your help texts based on user feedback to maintain their effectiveness.

If you have further questions or need assistance with other HubSpot features, please refer to our additional knowledge base articles or contact support.