HighLevel Form Features: A Complete Guide

HighLevel forms simplify lead generation by integrating with a CRM for fast processing, automated follow-ups, and real-time analytics. Here's what you'll learn:

• Build Forms Easily: Step-by-step guide to create forms for websites, landing pages, or popups.
• Customize & Optimize: Use CSS, conditional logic, and multi-step forms to improve user experience.
• Boost Conversions: Design tips, mobile optimization, and A/B testing to increase completion rates.
• Integrate with Tools: Automate responses and connect forms to your CRM and campaigns.
• Track & Improve: Use analytics to monitor performance and refine your forms.

This guide covers everything you need to create forms that capture and convert leads effectively.

GoHighLevel Forms Tutorial: Setup, Customize & Optimize for Better Lead Generation

Creating Your First Form in HighLevel

Building your first form in HighLevel is simple. Here’s how to set up an effective lead capture form step by step.

Finding the Form Builder

The form builder is where you’ll create and customize your forms in HighLevel. Here’s how to find it:

• Log in to HighLevel: Start by signing into your account.
• Go to Tools: Click on the "Tools" section in the main navigation menu.
• Select Forms: Locate the "Forms" option within the tools menu.
• Create a New Form: Click the "+ New Form" button to begin building your form.

Once you’re in the builder, you can select the form type that best fits your needs.

Form Types and Their Uses

HighLevel provides several form types tailored for different purposes. Choose the one that aligns with your goals:

Setting Up Your Form Fields

Once you’ve selected your form type, it’s time to set up the fields. Start with the basics, then customize as needed.

• Basic Fields: Add essential fields like:
  • Name (First and Last)
  • Email address
  • Phone number (if follow-ups are part of your process)
• Field Customization: Adjust each field with options such as:
  • Required or optional status
  • Input validation rules to ensure accuracy
  • Placeholder text for guidance
  • Custom error messages for clarity
• Advanced Features: Add extra functionality with:
  • Dropdown menus for structured answers
  • Checkbox groups for multiple selections
  • Radio buttons for single-choice options
  • File upload fields for document collection

With these steps, you’ll have a fully functional form ready to capture leads effectively.

Custom Form Settings

HighLevel's settings let you create detailed forms that not only gather leads but also improve the overall user experience.

CSS Styling Guide

Use the sample CSS below to customize your form's appearance:

.hl-form {
    font-family: 'Helvetica Neue', sans-serif;
    background-color: #ffffff;
    border-radius: 8px;
    padding: 24px;
}

.hl-button {
    background-color: #2c5282;
    color: white;
    padding: 12px 24px;
    border: none;
}

Focus on these styling aspects:

• Form container design
• Input field customization
• Button appearance
• Field spacing and alignment
• Personalizing fonts and colors

Setting Up Conditional Logic

Conditional logic allows you to create forms that adjust based on user input. This makes forms more efficient by showing only the fields that matter.

Examples of Conditional Logic in Action:

Creating Step-by-Step Forms

Breaking forms into smaller steps can encourage users to complete them. Here's how to structure multi-step forms effectively:

1. Logical Grouping

Organize questions into sections that flow naturally. For instance:

• Step 1: Contact Information
• Step 2: Service Details
• Step 3: Scheduling Preferences

2. Progress Indicators

Show users how far along they are with visual progress bars:

.progress-bar {
    width: 100%;
    height: 4px;
    background: linear-gradient(to right, #4299e1 var(--progress), #e2e8f0 0);
}

3. Mobile Optimization

• Use full-width input fields
• Ensure buttons and touch targets are easy to tap
• Maintain good spacing between elements
• Follow responsive design practices

Next, explore how thoughtful design choices can lead to better conversion rates.

sbb-itb-f031672

Increasing Form Conversion Rates

Fine-tuning your forms can significantly boost lead capture. By combining smart design choices with technical enhancements, you can make the most of HighLevel's capabilities to drive better results.

Form Design Tips

A well-designed form encourages users to complete it. Here are some practical tips:

• Start with essential fields: Place the most important fields (like name and email) at the top to build momentum.
• Use clear labels: Replace vague placeholders with specific, easy-to-understand labels.
• Keep field lengths appropriate: Match the input field size to the expected response.
• Add smart defaults: Pre-fill fields when possible to save users time.
• Highlight required fields: Use visual cues, like asterisks, to make required fields stand out.

Field Arrangement Best Practices:

These design choices create a smoother user experience, setting the stage for additional technical improvements.

Preventing Form Dropoffs

Even the best-designed forms can lose users if they’re not technically optimized. Here’s how to keep users engaged:

• Enable autosave: For longer forms, autosave ensures users don’t lose progress.
• Support browser autofill: Make it easy for users to complete fields quickly.
• Add inline validation: Catch and correct errors as users type.
• Use full-width input fields: This makes forms easier to use, especially on mobile.
• Optimize loading speed: Slow-loading forms can discourage users.

Key Mobile-Friendly Features:

• Use the right keyboard for each field (e.g., numeric keyboard for phone numbers).
• Maintain touch targets that are at least 44x44 pixels for easy tapping.
• Ensure vertical scrolling works smoothly for longer forms.
• Test responsiveness to guarantee the form looks and works well on all devices.

Testing Form Variations

Testing different versions of your form helps identify what works best. Here’s how to approach it:

1. What to Test

• Form length and number of fields
• Button placement and color
• Progress indicators
• Field order
• Conditional logic triggers

2. Testing Timeline

Run each variation for 2–3 weeks to gather enough data. Track these metrics:

• Completion rate
• Average time to complete
• Drop-off points
• Performance on different devices
• Frequency of field errors

3. How to Optimize

Use HighLevel's analytics to refine your forms:

• Pinpoint areas where users drop off or get stuck.
• Study user behavior to understand what’s working.
• Measure the impact of design changes on performance.
• Keep a record of successful variations.
• Combine the best elements into your final form design.

Connecting Forms with HighLevel Tools

To get the most out of your forms, it's essential to integrate them with HighLevel's automation tools and CRM. This setup helps you build a streamlined lead management system.

Form Response Automation

Automating responses is a great way to engage leads while simplifying your workflow. Here's how you can set up automations:

• Trigger-Based Actions:
  • When a form is submitted, send a confirmation email.
  • Update contact tags based on specific field completions.
  • Assign leads to team members with custom responses.
  • Schedule appointments when certain data thresholds are met.
• Key Automation Settings:
  • Adjust response timing for immediate or delayed follow-ups.
  • Create conditional paths to handle different form values.
  • Map form fields to match contact record fields in your system.
  • Chain multiple automated actions together for seamless workflows.

Once your automation is ready, connect these results to your CRM and marketing campaigns for a cohesive system.

CRM and Campaign Integration

After setting up automated responses, the next step is linking your forms directly to your CRM and campaign tools. This ensures your data flows smoothly and supports your marketing efforts.

• Contact Record Management:
  • Map custom fields to ensure data consistency.
  • Enable duplicate detection to avoid redundant entries.
  • Build smart segments for better audience targeting.
  • Apply lead scoring rules to prioritize high-quality leads.
• Campaign Connection Steps:
  1. Match form fields (like name, email, and phone) to the variables used in your campaigns.
  2. Set up triggers that activate campaigns based on form submissions or specific responses.
  3. Test the integration by using sample entries to check data accuracy and confirm that automation triggers work as intended.

Form Analytics and Improvement

Once your forms are set up and tailored for conversions, the next step is using analytics to keep them performing well. Tracking key metrics and making data-driven updates can make a big difference in lead generation.

Key Metrics to Monitor

Here are the most important metrics to track when evaluating your form's performance:

• Submission Rate: The percentage of visitors who fill out and submit your form.
• Conversion Rate: The percentage of submissions that turn into qualified leads.
• Abandonment Rate: The number of users who start but don’t finish filling out the form.
• Time to Completion: How long, on average, it takes users to complete the form.

Using HighLevel Reports

HighLevel’s reporting dashboard gives you detailed insights into how your forms are performing. To access these analytics, head to the form section in your dashboard and click on the analytics tab for the form you want to review.

The dashboard highlights key performance indicators (KPIs), making it easy to spot issues like high drop-off rates or forms that take too long to complete. These insights can guide you in making meaningful changes.

Keeping Forms Up-to-Date

Use your performance data to review and tweak your forms regularly. This can help you fix technical glitches, adjust fields, and refine the design to match changing user behavior. Routine updates ensure your forms continue to bring in quality leads.

Conclusion

Key Takeaways

HighLevel forms can be a game-changer for generating and converting leads - when done right. Here’s what we covered to help you create forms that deliver results:

• Smart Form Design: Prioritize layouts that are easy to navigate, include clear field progression, and work seamlessly on mobile devices.
• Advanced Features: Use tools like conditional logic and multi-step forms to make the process smoother for users.
• Seamless Integrations: Connect your forms with your CRM and automation workflows for streamlined operations.
• Performance Tracking: Use analytics to monitor and improve how your forms perform over time.

The best forms are simple yet effective. Use these strategies to fine-tune your approach and achieve better outcomes.

Additional Tools and Tips

Take your form-building to the next level with these steps:

• Check out pre-built templates in the HighLevel dashboard under the "Forms" section to jump-start your projects.
• Dive into the "Workflows" tab to set up advanced follow-up sequences triggered by form submissions.
• Experiment with HighLevel’s A/B testing tools to refine and improve your forms over time.

Need more help? Visit the HL Max resource center for in-depth tutorials and guides on form optimization. It’s updated regularly with tips and insights on the latest HighLevel features to help you get the most out of your lead generation efforts.

Related Blog Posts

• Lead Generation Pipeline: Essential Setup Guide
• Marketing Funnel Automation: Step-by-Step Guide
• Advanced HighLevel Features to Supercharge Your Lead Generation Efforts
• How to Optimize HighLevel Forms for Conversions