Forms & Surveys Setup

This walkthrough shows you how to build, configure, and deploy a custom form or survey in GoHighLevel. You will create the asset, add form fields, apply visual styling, set up submission tracking, and embed it on a funnel or website page.

Prerequisites

Before starting, make sure you have:

Access to the Sites section in your GoHighLevel account
A funnel or website page ready for embedding the form (optional, only needed if you want to embed inline)
Your Stripe account connected if you plan to collect payments (optional, only needed for payment forms)
Custom fields created in your CRM if you need to capture data beyond standard contact fields (optional)

Create Your Form or Survey

Navigate to Sites in the left sidebar. Click Forms or Surveys in the top navigation ribbon, depending on which type you want to create. Forms are single-step assets for quick data capture. Surveys are multi-step questionnaires with branching logic.

Click + New or Create New to open the builder. Choose a starting point. Select Blank to start from scratch, or pick a prebuilt template from the available categories. Templates include Application, Contact, Donation, Order, Registration, Request, and Subscribe. Templates provide a professional layout and prebuilt field structure that you can customize.

Give your form or survey a descriptive name so you can easily find it later when using the Form Picker or reviewing analytics.

Add Form Elements

Drag elements from the element panel on the left side of the builder into your form canvas. Start with standard contact fields like first name, last name, email, and phone number. These fields automatically map to the corresponding CRM contact fields, so submissions create or update contact records without extra configuration.

Add custom field elements if you need to capture additional data. Text inputs, text areas, dropdowns, checkboxes, radio buttons, date pickers, number fields, and file upload fields are all available. Each custom field element maps to a custom field in your CRM. Click the plus (+) icon in the element panel and scroll through the options to add them quickly.

For radio buttons, toggle on Allow Other Options in the Options tab of the right panel if you want respondents to provide a custom answer when none of the predefined choices fit.

Add text and heading elements to provide instructions, section headers, and paragraph descriptions. These elements support inline editing with bold, italic, underline, font size, and color formatting.

If you need to collect payments, add the Payment element from the element panel. Connect your Stripe account, configure the payment type (one-time, recurring, or donation), and add products from your product catalog or set a fixed price.

Add a Terms and Conditions element if you need consent checkboxes for compliance. Edit the consent text inline with the same rich text controls available for other text elements.

Configure Field Settings

Click on each field element to open its settings in the right sidebar. Set the field label, placeholder text, and whether the field is required. For dropdown, checkbox, and radio button elements, add or edit the available options in the Options tab.

For file upload fields, set accepted file types and maximum file size limits in the element settings.

If you need SMS or email verification on a field, click on the phone or email field element and toggle on Verification in the element settings. Configure the verification message text. Respondents will receive a one-time code via SMS or email that they must enter to submit the form.

Set Up Conditional Logic (Surveys Only)

If you are building a survey and want to show or hide fields based on previous answers, set up conditional logic. Click on the element that should trigger the condition. Select the Logic tab in the right sidebar. Define your condition rules by specifying which answer triggers which action, such as showing a field, hiding a field, or jumping to a specific step.

Save and preview to confirm the logic works as expected. Use the survey preview mode to test different answer paths and verify that the branching behaves correctly.

Apply a Theme

Click Styles & Options in the top-right corner to open the right sidebar. Select the Themes tab. Browse the available themes and click to apply one. The preview updates immediately so you can evaluate the look before saving.

Apply the theme first, then make fine-tuning adjustments in the Styles section of the right sidebar. Change background colors, text input colors, button styles, typography, and spacing to match your brand. If the theme includes a default background image, delete it first to unlock the upload control, then add your own.

Switching themes replaces your current style settings, so apply the theme first before customizing individual elements.

Configure Submission Notifications

Open your form or survey settings by clicking the gear icon or settings button in the top header. Navigate to the Notifications section. Add the email addresses that should receive alerts when a new submission arrives. Each notification includes the submitted field values so your team can review the response without logging in.

For advanced notification routing, create a workflow triggered by Form Submitted or Survey Submitted instead. Use the Send Email action to build custom notification emails with personalized content, conditional routing based on submission data, and multi-recipient logic.

Save and Get Embed Code

Click Save in the top header to save your form or survey. Once saved, click Share in the builder header to access deployment options.

Copy the standalone link if you want to send the form via email, SMS, or social media. The form opens on its own hosted page.

Select Embed Code if you need to embed the form on an external website or WordPress page. Copy the HTML snippet and paste it into any page that supports custom HTML. The form loads within an iframe and adapts to the container width.

If you want to embed the form inline on a GoHighLevel funnel or website page, skip the embed code and move to the next step.

Embed on a Funnel or Website Page

Open the funnel or website builder. Navigate to the page where you want the form to appear. Look for the Forms & Surveys panel in the left sidebar. Use the Form Picker to search for and select the form you just created, or create a new one directly within the page editor.

Drag the form element onto the page canvas. Position it where you want it to appear in your layout. The form renders inline as part of your page design.

Save and publish the page. The form is now live and ready to accept submissions.

Test Your Setup

Submit a test entry on both desktop and mobile to verify that all fields work correctly. Check that required fields show validation messages when left empty. Confirm that conditional logic triggers as expected if you set up branching. If you added a payment element, complete a test transaction to verify that payment processing works.

Navigate to Sites > Forms > Submissions (or Sites > Surveys > Submissions) to confirm that your test submission appears in the dashboard. Click on the submission to view the full response and verify that all field values were captured correctly.

Check the associated contact record in the CRM to confirm that the form submission created or updated the contact with the correct information.

If you configured email notifications, verify that the notification email was sent to the correct recipients with the submitted field values included.

Next Steps

Once your form or survey is live and collecting submissions, consider these follow-up actions:

Set up a workflow triggered by form submission to send automated follow-up emails, assign tasks, or move contacts through pipelines
Connect your form to Google Sheets for real-time data export by adding a Google Sheets action to your workflow
Enable analytics tracking by navigating to Sites > Forms > Analytics (or Sites > Surveys > Analytics) to view conversion rates, drop-off points, and performance metrics
Review the full Forms & Surveys Guide for advanced features like math calculations, Spread to Column data exports, and popup trigger embedding
Explore custom fields to capture additional data points beyond standard contact information
Learn about funnel builder features if you want to design complete landing pages with embedded forms