July 1, 2024

How to Create Survey Forms in GoHighLevel

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GoHighLevel is a powerful marketing platform that not only allows you to manage your contacts and campaigns but also provides tools to engage with your audience through surveys. Creating a survey form in GoHighLevel is straightforward and can be a great way to gather feedback, conduct market research, or understand customer preferences.

Step 1: Access Your Dashboard

To start creating a survey form, log in to your GoHighLevel account and access your dashboard. Here, you'll see an overview of your marketing campaigns, contacts, and more.

Step 2: Navigate to the Forms Section

On your dashboard, look for the 'Marketing' tab on the left-hand sidebar. Click on it and select 'Forms' from the dropdown menu. This will take you to the section where you can manage and create new forms, including survey forms.

Step 3: Create a New Form

Once in the Forms section, click on the 'Create Form' button, typically located at the top right corner of the screen. You will be prompted to give your form a name. Choose a descriptive name that makes it easy for you to identify the survey's purpose.

Step 4: Design Your Survey

After naming your survey, you'll be taken to the form builder interface. Here, you can drag and drop different field types onto your survey form. These field types can include text fields for open-ended questions, radio buttons for single-choice questions, checkboxes for multiple-choice questions, and dropdowns for select options.

Each field you add can be customized by clicking on it. You can set up questions, configure the field properties, and set validation rules. Make sure to craft clear, concise questions that are easy for your respondents to understand.

Step 5: Customize Your Form Settings

With your questions in place, navigate to the 'Settings' tab. Here you can customize the form's behavior after submission, such as displaying a thank-you message, redirecting to another webpage, or sending an email notification.

Step 6: Save and Publish Your Survey

Once you're satisfied with your survey form, click the 'Save' button. To make the survey live, you need to publish it. GoHighLevel will provide you with a link and embed code that you can use to share your survey on your website, through emails, or on social media platforms.

Step 7: Analyze Responses

After participants start completing your survey, you can analyze the responses by returning to the 'Forms' section and selecting your survey. From here, you can view individual responses, overall trends, and download the data for more in-depth analysis.

Creating survey forms in GoHighLevel is intuitive and can help you stay connected with your customers' needs and sentiments. With these easy steps, you can craft effective surveys that will bring valuable insights to your business, helping you to make informed decisions and foster customer relationships.

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