How To Use Conditional Logic in HighLevel Forms

• Introduction to Conditional Logic in Forms
• Step-by-Step Guide to Setting Up Conditional Logic
• Testing Your Form
• Practical Applications
• Conclusion

In this blog we are showing you how to use conditional logic in forms within Go High Level. This feature allows you to enhance your forms’ functionality by tailoring responses based on user input. Previously, conditional logic was available only in surveys, but now it’s also integrated into forms, offering more flexibility and control.

Introduction to Conditional Logic in Forms

Conditional logic in forms enables you to set specific actions based on the responses provided by users. This can be used to:

• Redirect users to a specific URL.
• Display custom messages.
• Disqualify leads based on their responses.

Step-by-Step Guide to Setting Up Conditional Logic

Let’s walk through an example to see how this works. I’ll use a basic form with fields for full name, email, and phone number, and then add custom fields to illustrate conditional logic.

Step 1: Create Your Form

1. Basic Fields:
   • Full Name
   • Email
   • Phone Number
2. Add Custom Fields:
   • Lead Scoring: A numerical field to rate leads.
   • Homeowner Status: A yes/no question.

Both custom fields will be mandatory.

Step 2: Implementing Conditional Logic

1. Navigate to Conditional Logic Settings:
   • Access the form settings where you can add conditional logic.
2. Define Conditions:
   • You have three main options:
     • Redirect to URL
     • Display Custom Message
     • Disqualify Lead
3. Example Conditions:Redirect to URL:
   • Condition: If “Homeowner Status” is “Yes” and “Lead Score” is greater than 7.
   • Action: Redirect to a booking URL.
   • Additional Layer: Add another condition, e.g., if the phone number starts with a specific area code.
   Disqualify Lead:
   • Condition: If “Homeowner Status” is “No” and “Lead Score” is less than 6.
   • Action: Display a custom message: “Thanks for your time, but you don’t qualify.”
   Display Custom Message:
   • Condition: If “Lead Score” is less than 3.
   • Action: Show a message: “Thanks for your time, have a nice day.”

Testing Your Form

To ensure your conditional logic works correctly, preview the form and test various scenarios.

1. Scenario 1: Qualified Lead
   • Input: Homeowner Status = Yes, Lead Score = 8
   • Outcome: Redirect to booking URL.
2. Scenario 2: Disqualified Lead
   • Input: Homeowner Status = No, Lead Score = 5
   • Outcome: Display message: “Thanks for your time, but you don’t qualify.”
3. Scenario 3: Neutral Response
   • Input: Lead Score = 2
   • Outcome: Show message: “Thanks for your time, have a nice day.”

Practical Applications

Using conditional logic in forms is incredibly useful for:

• Ad Campaigns: Automatically redirect qualified leads to a booking page.
• Lead Management: Efficiently filter and qualify leads at scale.
• User Experience: Provide immediate feedback based on user inputs, enhancing their interaction with your form.

Conclusion

Conditional logic in Go High Level forms provides a powerful way to customize user experiences and streamline lead qualification. By setting up specific conditions and actions, you can ensure that your forms are more interactive and responsive to user input.