How To Use Forms, Surveys And Calendars In HighLevel’s Funnels
Key Takeaways
- This tutorial will cover how to use forms, surveys, and calendars within HighLevel’s funnel builder.
- This allows you to capitalize on the booking feature of the funnel builder, which can help you enhance your business.
This tutorial will cover how to use forms, surveys, and calendars within HighLevel’s funnel builder. This allows you to capitalize on the booking feature of the funnel builder, which can help you enhance your business.
Step 1: Create a Form, Survey, or Calendar to add into your funnel
- Within HighLevel’s Form/Survey builder, create the form or survey you wish to use. Or, you can navigate to Settings > Calendars to create a calendar. (We have separate tutorials that cover the form and survey builders, as well as calendars, so check those out or step-by-step guides!)
- Once you’ve created a form, survey, or calendar that you wish to use, you’ll be able to add it in the Funnel Builder as an “Element” of the funnel page.
Step 2: Adding the Elements into your Funnel in HighLevel
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- Using the drag-n-drop features in the funnel builder, add the desired element(s) such as images, text boxes, a calendar, and/or a form.
- Navigate to the left “Settings” menu in the Funnel Builder. Here you’ll see a “General” and “Advanced” tab, for any customizable features within the specific element that’s highlighted.
- NOTE: There is a CSS section where you can add additional code for further customization, but all the default available customizations can be found under the 2 Settings tabs.
- For Forms, you’ll see general spacing options, the form selector where you can choose which Form (if you have multiple in your system) appears, redirect action, and more.
NOTE: The redirect action is especially important as it tells HighLevel where to direct someone after the form is submitted. If you don’t have a redirect action, it will appear as if the funnel is broken when somebody submits a form because it doesn’t know what to do after somebody actually clicks on your button. One of the most common redirect options is to a website URL. (For example, if someone fills out an order or inquiry form, you may want to redirect them to a funnel page to learn more about your business, etc.)
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Matt @ HLPT
Founder, HL Pro Tools
Matt and his team of 250+ are known for making it easy to win with GoHighLevel. They bundle tools, trainings and team time for a complete solution. You can use them for all your HighLevel needs from white label support to done-for-you fractional marketing services.
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