How To Use Conditional Logic in HighLevel Forms

• Understanding Conditional Logic in Forms
• Setting Up Your Form
• Implementing Conditional Logic
• Example Walkthrough
• Benefits of Using Conditional Logic
• Conclusion

Conditional logic in forms is a powerful feature that allows you to create dynamic, interactive experiences for users. Previously available only in surveys, this functionality is now integrated into forms within HighLevel, offering advanced options to streamline lead qualification and improve user interactions. This guide will walk you through the steps to implement conditional logic in your forms, complete with examples to illustrate its practical applications.

Understanding Conditional Logic in Forms

Conditional logic enables forms to change dynamically based on user inputs. For instance, based on specific responses, you can redirect users to different URLs, display custom messages, or disqualify leads. This functionality is invaluable for businesses running ads, managing large volumes of leads, or needing to qualify leads efficiently.

Setting Up Your Form

Let’s start with a basic form that includes fields for full name, email, and phone number. We’ll add two custom fields for this demonstration: “Lead Score” and “Are you a homeowner?”. Both fields will be mandatory to ensure accurate data collection.

1. Lead Score: This field will allow users to enter a numerical value.
2. Homeowner Status: This field will be a simple yes/no question.

Implementing Conditional Logic

HighLevel provides three main conditional logic actions:

1. Redirect to URL
2. Display Custom Message
3. Disqualify Lead

Here’s how to set up each condition:

1. Redirect to URL

You can redirect users to a specific URL based on their responses. For example, if a user indicates they are a homeowner and their lead score is greater than seven, you might want to redirect them to a booking page.

• Conditions:
  • “Are you a homeowner?” is equal to “Yes”
  • “Lead Score” is greater than 7
• Action: Redirect to URL (e.g., “https://bookacall.example.com”)

You can also add multiple conditions to refine this further. For example, you might want to include users whose phone number starts with a specific area code.

2. Display Custom Message

Displaying a custom message can help manage user expectations directly within the form. For instance, if a user’s lead score is low, you can show a message thanking them for their time but informing them that they do not qualify.

• Conditions:
  • “Are you a homeowner?” is equal to “No”
  • “Lead Score” is less than 6
• Action: Display custom message (“Thanks for your time, but you don’t qualify.”)

3. Disqualify Lead

Sometimes, it’s necessary to disqualify leads based on certain criteria to maintain quality. You can show a specific message or redirect them to a different page.

• Conditions:
  • “Lead Score” is less than 3
• Action: Display custom message (“Thanks for your time, have a nice day.”)

Example Walkthrough

Let’s preview the form to see how these conditions work in practice:

1. High-Scoring Homeowner:
   • Input: “Are you a homeowner?” = Yes, “Lead Score” = 8
   • Outcome: Redirected to the booking page.
2. Low-Scoring Non-Homeowner:
   • Input: “Are you a homeowner?” = No, “Lead Score” = 5
   • Outcome: Custom message displayed (“Thanks for your time, but you don’t qualify.”).
3. Very Low Lead Score:
   • Input: “Lead Score” = 2
   • Outcome: Custom message displayed (“Thanks for your time, have a nice day.”).

Benefits of Using Conditional Logic

Implementing conditional logic in your forms can significantly enhance your lead management process. It allows you to:

• Qualify Leads Efficiently: Direct high-quality leads to specific actions while filtering out less relevant leads.
• Improve User Experience: Provide instant feedback and relevant next steps based on user inputs.
• Save Time and Resources: Automate the qualification process, reducing the need for manual intervention.

Conclusion

Mastering conditional logic in HighLevel forms can transform how you interact with leads and manage data. By setting up dynamic responses based on user inputs, you create a more efficient and user-friendly experience. Start leveraging these advanced features today to optimize your lead management and improve your business outcomes.