Building forms and surveys shouldn't slow you down. Most agencies waste hours jumping between tools, losing design flow, and managing assets across disconnected platforms. GoHighLevel solves this with a unified form and survey builder embedded directly into your Funnel and Website designers—letting you stay focused, build faster, and launch professional conversions without friction.
In this guide, I'll walk you through the exact process to create, customize, and deploy forms and surveys in GoHighLevel—including prebuilt templates, the Form Picker tool, payment integration, and best practices for managing everything at scale. Whether you're capturing leads, qualifying prospects, or processing orders, you'll have a clear playbook to execute in minutes, not hours.
Ready to see it in action? Get a free 30-day trial of GoHighLevel (double the standard trial) and start building conversion-focused forms today.
Create Forms & Surveys Inside HighLevel's Funnel and Website Builders
GoHighLevel gives you two native environments to build forms and surveys: the Funnel Builder and the Website Builder. Both offer a large, in-builder editor that keeps you in your design flow without context switching to a separate tool.
In the Funnel Builder: Forms are embedded directly in funnel pages. You can add them to any stage—lead capture, upsell, follow-up, or checkout. The editor is spacious and intuitive, with full visual feedback in real-time.
In the Website Builder: Forms and surveys integrate seamlessly into your site pages. You can place them above the fold, in sidebars, footer sections, or as pop-ups. The design system matches your site styling automatically.
The key advantage here is no export/import friction. Once built, your forms live in the platform and sync instantly across all your pages and automations. This unified approach eliminates duplicate data entry, lost assets, and version control headaches.
💡 Pro Tip
Start with the Funnel Builder if you're focused on sales funnels and lead qualification. Use the Website Builder for content sites where forms serve a secondary purpose (newsletter signups, resource downloads, etc.). Both can use the same form asset, so you're building once and deploying everywhere.
How to Use GoHighLevel's In-Builder Form Editor
The in-builder form editor is where the magic happens. Here's how to use it step-by-step:
1. Open Your Page and Add a Form Element
In your Funnel or Website, click the Add Element button, search for "Form," and drop it on your page. The form editor will open instantly on the right side of your screen—no popups, no navigation away from your design.
2. Choose Your Form Type
You have three options: Contact Form (for lead capture), Survey (for multi-step, slide-based questions), or Order Form (for e-commerce with payment processing). Select based on your goal.
3. Build or Template Your Fields
Add fields by clicking the Add Field button. Common options include Name, Email, Phone, Dropdown, Checkbox, Date, File Upload, and more. Drag to reorder, delete unused fields, and set required/optional status for each.
4. Customize Field Settings
Each field has configurable options: placeholder text, validation rules, conditional logic, and prefilled values. This level of control ensures forms capture exactly what you need without friction.
5. Style and Design
Adjust colors, fonts, button text, and layout. GoHighLevel automatically applies your site or funnel theme, so your form matches your brand instantly. You can override colors, spacing, and borders for custom looks.
6. Set Form Actions
Define what happens when someone submits: redirect to a thank-you page, trigger an automation, send a confirmation email, add to a pipeline, or all of the above. This is where forms connect to your business logic.
Leverage Prebuilt Form Templates and the Form Picker
GoHighLevel includes a library of prebuilt form templates designed for common use cases. Instead of building from scratch every time, you can select a template and customize it in seconds.
Available Template Categories:
- Lead Capture (name, email, phone, service interest)
- Consultation Booking (with date/time fields)
- Product Order (with quantity, color, size options)
- Survey (multi-question slide progression)
- Feedback Collection (NPS, satisfaction ratings)
- Event Registration (attendee info, dietary restrictions)
- Job Application (resume upload, experience details)
How to Use Templates: When adding a form to your page, click "Choose Template" instead of "Start Blank." Browse the library, select a fit, and it populates the editor. Then delete or modify fields to match your exact needs. This saves 5-10 minutes per form.
The Form Picker Tool: Once you've built forms, the Form Picker lets you reuse them across pages and funnels without rebuilding. It's a dropdown menu that shows all your existing forms—select one, place it, done. This is critical for agencies managing multiple clients or campaigns. You build once, deploy everywhere.
💡 Pro Tip
Create a master template for each form type (lead capture, sales, survey) and save them with clear naming conventions (e.g., "Lead Capture - B2B", "Product Order - High Ticket"). This way, your team and clients reuse proven forms, reducing design time and maintaining consistent lead quality.
This is built into GoHighLevel. Try it free for 30 days →
Enable Payments on Order-Style Forms and Track Results
Order forms in GoHighLevel can process payments directly. This turns a simple form into a sales instrument without requiring a separate checkout tool.
Setting Up Payment Forms:
1. Select "Order Form" as your form type
2. Add product/service fields (name, price, quantity)
3. Configure your payment processor (Stripe, PayPal, Square)
4. Enable payment processing in the form settings
5. Test the flow end-to-end
Tracking Results: Every form submission is logged automatically in GoHighLevel's contact records. You can view:
- Submission count and conversion rates
- Individual submission data (who filled it out, what they entered)
- Payment status for order forms
- Trigger points for automations
- Historical data for reporting
This tracking integrates with your CRM pipeline, so leads from forms automatically populate your sales process. No manual data entry, no lost submissions.
Best Practices for Form Management and Asset Organization
As you build more forms across clients and campaigns, organization becomes critical. Here's how to manage at scale:
1. Use Consistent Naming Conventions
Name forms clearly: "Campaign Name - Form Type - Date" (e.g., "SaaS Q1 2024 - Lead Capture - Lead Magnet"). This makes searching and reusing forms effortless.
2. Build Master Templates
Create 3-5 core form templates (lead capture, sales, survey, feedback, event) and reuse them. This ensures consistency, reduces work, and makes teams fast.
3. Archive Unused Forms
GoHighLevel lets you archive old forms so they don't clutter your Form Picker. This is especially helpful for agencies with hundreds of client campaigns.
4. Document Form Logic
For complex forms with conditional fields, keep notes on why certain fields are there and what they feed into. This helps you and your team understand the intent months later.
5. Test Before Launch
Always test your form end-to-end: submit data, verify it appears in contacts, check automation triggers, confirm thank-you page loads. One broken form can kill a campaign.
6. Track Form Performance
Use GoHighLevel's reporting to monitor form submissions, conversion rates, and submission-to-pipeline velocity. Identify underperforming forms and A/B test variations.
Frequently Asked Questions
Can I use the same form across multiple funnels and websites?
Yes. Build the form once, then use the Form Picker to place it on multiple pages. Any updates to the form apply everywhere it's used, keeping your data collection consistent.
Do forms support conditional logic (show/hide fields based on answers)?
Absolutely. You can set conditional rules so fields appear or disappear based on previous answers. This shortens perceived form length and improves completion rates.
Can surveys have multiple pages or a slide-style progression?
Yes. Survey forms support multi-step, slide-based progression where users see one question per page. This increases engagement and qualification depth compared to long, scrolling forms.
What payment processors can I use for order forms?
GoHighLevel integrates with Stripe, PayPal, and Square. Connect your account in settings, and you can process payments directly on forms—no redirect, no third-party checkout.
How do I automate actions after a form is submitted?
Set form actions to trigger automations. When someone submits, you can send a confirmation email, add them to a pipeline, enroll in a workflow, send a text, or redirect to a thank-you page—all automatically.