Discover a faster way to build and manage forms and surveys directly inside HighLevel’s Funnel and Website builders. Stay in your design flow with a large, in‑builder editor, reuse existing assets with the Form Picker, and launch faster with curated templates. Enable payments on order-style forms, track results, and keep everything organized for easy reuse.
TABLE OF CONTENTS
- What is Forms & Surveys in Funnel & Website Builder?
- Key Benefits of Forms & Surveys in Funnel & Website Builder
- Prebuilt Form Templates vs. Themes
- Form Picker
- Unified Management (List View)
- Design Controls (Right Sidebar)
- How To Set Up Forms & Surveys in Funnel & Website Builder
- Frequently Asked Questions
- Related Articles
What is Forms & Surveys in Funnel & Website Builder?
Forms & Surveys in HighLevel provides an in‑builder experience for creating, adding, and managing forms or surveys without leaving your funnel or website canvas. Build new forms in a large modal editor, add existing assets with the Form Picker, customize fields and design, and keep everything centrally organized for reuse across funnels, websites, webinars, and e‑commerce stores.
Key Benefits of Forms & Surveys in Funnel & Website Builder
Understanding the benefits helps you decide when to create new assets versus reusing existing ones, how to move faster during page building, and where to manage submissions and performance.
Speed inside the builder: Work in a large, in‑context editor without switching tabs, so you keep momentum while designing pages.
Reuse existing assets: Add any existing form or survey through the Form Picker, keeping branding and logic consistent across pages.
Template jump‑starts: Start from curated, theme‑based templates (Application, Contact, Donation, Order, Registration, Request, Subscribe) to avoid building from scratch.
One‑click editing: Drag a form/survey onto the canvas and open the editor instantly to refine fields, styles, and behavior.
Unified management: Every new or added asset is automatically collected in a central list, making it easy to find, duplicate, and reuse.
Payments on forms: Use order‑style templates with the Payment element to sell products or accept donations directly from your form.
Prebuilt Form Templates vs. Themes
Templates provide ready‑made form structures (e.g., Order or Contact), while Themes are visual presets for styling. Choosing the right starting point speeds up build time, and understanding the difference prevents accidental overwrites.
Templates (structure): Application, Contact, Donation, Order, Registration, Request, Subscribe. Customize fields and settings as needed.
Themes (visual styles): Quickly apply a look; note that switching Themes replaces current style changes.
Form Picker
The Form Picker lets you reuse existing forms or surveys across multiple funnels and websites, keeping experiences consistent and measurable.
Search, preview, and select any existing asset.
On selection, you can drag it to the canvas and open Edit for one‑click customization.
Unified Management (List View)
Forms and surveys you create or add are automatically surfaced in a unified list, making it easy to find, duplicate, and reuse across your account’s assets.
Single source of truth: Forms and surveys created from the Funnel or Website Builder also appear under Sites → Forms → Builder and Sites → Surveys → Builder, and can be selected via the Form Picker.
View all assets, search, and optionally duplicate for variations.
Keep naming conventions consistent for accurate analytics and reuse.
Design Controls (Right Sidebar)
The right sidebar of the Form/Survey Builder centralizes design and behavior controls, so you can quickly adjust presentation and advanced settings.
Fields: Add, remove, and reorder fields; map to custom fields where needed.
Styles: Fonts, spacing, borders, backgrounds, and button styles.
Advanced: Confirmation behavior, redirects, logic (survey‑specific), tracking, and other options.
How To Set Up Forms & Surveys in Funnel & Website Builder
Proper setup ensures you can create or reuse assets quickly, customize them in context, and verify they capture submissions and payments correctly. These steps apply from both Funnel Builder and Website Builder.
Open the Builder (Funnel or Website):
From Funnel Builder: Open your funnel → select a step → enter the editor.
From Website Builder: Open your website → choose a page → enter the editor.
Note: The Forms & Surveys experience is also available in Webinar and E‑commerce Store builders.
- Open Your Forms & Surveys (left sidebar):
Choose Create New (build from scratch), Choose any Prebuilt Form/Survey Categories or Add Existing (launch the Form Picker).
Drag-and-drop a new or existing form into your funnel
- Create or Modify a Form or survey:
Create New: Opens a large 90% pop-up Form/Survey Builder modal where you can add fields, customize design, and save.
Add/Edit Existing: Launches the Form Picker to search and select previously created assets.
Save & Test:
Save your page, then preview to submit a test entry. Confirm submissions appear where expected (Sites → Forms/Surveys → Submissions).
Frequently Asked Questions
Q: Can I customize the prebuilt templates?
Yes. Start from any template, then modify fields, styles, and behaviors in the large in‑builder editor.
Q: What’s the difference between Templates and Themes?
Templates are starting structures (e.g., Order, Contact). Themes are visual presets. Switching Themes replaces existing style changes.
Q: How do I accept payments on a form?
Use an Order‑style template, add the Payment element, and connect a supported gateway. Configure products in Products, then test before going live.
Q: Where do submissions and analytics appear?
View entries under Sites → Forms → Submissions or Sites → Surveys → Submissions. For performance, open Analytics to track conversion and drop‑off.
Q: Can I convert a form to a survey (or the reverse)?
Converting types isn’t supported. Duplicate and rebuild in the other format to preserve data integrity.
Q: Do manual payment methods appear on order forms?
If enabled in your payment settings, manual methods (like Cash on Delivery) can appear on applicable forms.
Related Articles
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