- Step-by-Step Guide to Creating Forms in HighLevel
- 1.Access Your Sub-Account
- 2.Navigate to the Forms Section
- 3.Organize with Folders
- 4.Start Creating Your Form
- 5.Add Custom Fields to Your Form
- 6.Save Your Form
- 7.Rename Your Form
- 8.Configure Submission Settings
- 9.Customize Your Form Appearance
- 10Add Tracking
- 11.Integrate Your Form
- 12.Add Custom Fields
- Benefits of Using HighLevel Forms
- 1.Streamlined Data Collection
- 2.Improved Lead Management
- 3.Customization and Flexibility
- Conclusion
Forms are crucial for capturing leads, gathering feedback, and collecting essential data. HighLevel offers a robust form builder that simplifies this process. Whether you’re embedding a form on your website or using it within HighLevel, this guide will provide all the details you need to get started.
Step-by-Step Guide to Creating Forms in HighLevel
1.Access Your Sub-Account
First, log in to your HighLevel account and navigate to the sub-account where you want to create the form.
2.Navigate to the Forms Section
Within your sub-account, click on the Sites tab. From there, look for Forms and choose Builder.
3.Organize with Folders
In the upper right corner, you’ll see a Create Folder button. If you like to keep things organized, this feature allows you to group your forms into folders. Create a folder if needed.
4.Start Creating Your Form
Click on the Add Form button to begin creating your form. This will open a blank form that you can customize.
5.Add Custom Fields to Your Form
On the right side, you’ll see pre-built custom fields. Click and drag the fields you need into your form. Common fields include Full Name, Phone, and Email.
6.Save Your Form
Once you have added all the necessary fields, click Save Form to save your progress.
7.Rename Your Form
To rename your form, go to the Options tab. Enter a relevant name for your form, such as Lead Generation Form.
8.Configure Submission Settings
In the options section, you can decide what happens when someone submits the form. You can choose to:
- Redirect to a Different Website: Enter the URL where you want users to be redirected.
- Display a Message: Show a confirmation message to users upon submission.
9.Customize Your Form Appearance
You can tweak the background, font color, and other styling elements to match your branding. This ensures a seamless user experience.
10Add Tracking
For advanced tracking, you can add your Facebook Pixel ID in the options. This allows you to track form interactions and conversions.
11.Integrate Your Form
If you plan to embed the form on a website, click on the Integrate Form button. HighLevel offers various embed layouts. Choose the one that suits your needs and click Copy Form Link or Copy Embed Code.
12.Add Custom Fields
If the pre-built fields do not meet your requirements, you can create custom fields. Go to Fields, click on Custom Fields, and then Add Custom Field. This allows you to tailor the form to your specific needs.
Benefits of Using HighLevel Forms
1.Streamlined Data Collection
HighLevel forms provide an efficient way to collect and manage data, ensuring you have all the information you need at your fingertips.
2.Improved Lead Management
With organized forms and folders, you can easily track and follow up with leads, enhancing your sales process.
3.Customization and Flexibility
HighLevel allows for extensive customization, ensuring your forms can capture exactly the information you need while maintaining brand consistency.
Conclusion
Creating forms in HighLevel is a straightforward process that offers immense benefits for data collection and lead management. By following this step-by-step guide, you can create customized, effective forms that will help your business capture and manage valuable information efficiently.
