Customize and manage your forms without leaving your funnel workflow. The built-in pop-up Form Builder allows you to edit forms directly inside the Funnel Builder for a more streamlined experience.

TABLE OF CONTENTS

• What is the Form Builder Pop-Up in Funnel Builder?
• Key Benefits of the Form Builder Pop-Up
• How to Edit Forms Using the Pop-Up Form Builder
  • Open the Page Editor
  • Add a Form Element
  • Edit Form Option
  • Customize the Form Inside the Funnel Page
• Frequently Asked Questions

What is the Form Builder Pop-Up in Funnel Builder?

The Form Builder Pop-Up lets you create or edit forms directly within your funnel page using a large modal window that overlays the Funnel Builder. This setup removes the need to navigate away or switch tabs, helping you stay focused while building your funnel. You can access form elements, custom fields, styling options, and themes—all from the same pop-up window.

Key Benefits of the Form Builder Pop-Up

Use the embedded editor to maintain your funnel-building momentum and reduce interruptions in your workflow:

• In-Funnel Editing: Make form changes directly within the Funnel Builder.
  
  

• No Tab Switching: Stay in one view while editing, styling, and saving.
  
  

• Context Preservation: Your place in the funnel remains unchanged.
  
  

• All-in-One Access: Manage fields, styling, and themes in the same pop-up.
  
  

• Faster Transitions: Reduced loading time between edits and funnel building.

How to Edit Forms Using the Pop-Up Form Builder

Follow these steps to access and use the Form Builder Pop-Up:

Navigate to Funnels

From the left-hand menu, click on Sites and then select the Funnels tab at the top. This opens your list of funnels where you can manage or create funnel pages that contain form elements.

Open or Create a Funnel

Use the Search for Funnels bar to locate an existing funnel or click + New Funnel to create a new one. This will take you into the funnel workspace where you can begin editing pages and adding form elements.

Select a Funnel Step

Click the Steps tab to view all funnel steps within the selected funnel. From here, choose the specific step where you want to add or edit a form.

Open the Page Editor

Click the Edit button below the funnel step preview to start editing the page. You can choose Edit page details to update basic settings or Edit in a New Tab to open the Funnel Page Builder in a separate tab for full-page editing.

Add a Form Element

Click the + icon in the top toolbar to open the sidebar, then select Elements from the menu. Scroll to the Form section and drag the Form element onto your page to begin configuring it.

Choose an Existing Form or Create a New One

When the Form Picker appears, use the dropdown to select from your existing forms.

If you want to create a new form, click the “Click Here” link—this opens the Forms subsection within the Sites menu, where you can build and save new forms.

Edit Form Option

Once you’ve selected a form, use the Edit form button shown in the right-side panel to open the Form Builder.

This opens a large pop-up window—right within the Funnel Builder—allowing you to customize form fields, styles, and settings without navigating away from your funnel.

Customize the Form Inside the Funnel Page

Once the form builder opens in the pop-up, use the Quick Add and Custom Fields panels to configure your form:

• Quick Add: Instantly drag common fields like Full Name, Email, and Phone into your form.
  
  

• Custom Fields: Add custom input types that match your lead capture strategy—ideal for gathering personalized or campaign-specific data.

This editing experience keeps your funnel page in the background, helping you maintain your design context while making precise form updates.

Save Your Changes

Once your form edits are complete, click the Save button in the top-right corner of the pop-up. This action instantly applies your updates and closes the modal, returning you to your exact spot in the Funnel Builder—without any page reloads or tab switching. This ensures a seamless editing experience where your funnel-building flow remains uninterrupted.

Frequently Asked Questions

Q: Will this affect my existing forms or funnels?

No, your forms and funnels remain unchanged. The pop-up only changes how you access and edit them.

Q: Can I access all form settings from the pop-up?

Yes, you can customize fields, styles, and themes directly within the modal.

Q: What happens if I close the pop-up without saving?

Any unsaved changes will be lost. Be sure to save before closing.

Q: Is this available to all users?

Yes, users with access to the Funnel Builder and Form Builder will see the embedded pop-up interface.

Q: Can I create new forms from this interface?

Yes, both new form creation and editing are supported within the pop-up.