🎓 HighLevel Live Training Workshop #7 : Forms, Surveys & Quizzes Workshop

Forms are one of the main ways information enters your HighLevel CRM.

A prospect fills something in.

HighLevel captures the information.

And from there, you can potentially:

• create or update the contact;
• store useful information in custom fields;
• qualify the lead;
• trigger a workflow;
• create a sales opportunity;
• notify a member of your team;
• send a confirmation;
• or route the person into a completely different customer journey.

That’s why forms, surveys and quizzes are much more than simply boxes on a webpage.

They’re often the starting point for your CRM, marketing and automation.

Our free HighLevel Forms, Surveys & Quizzes training workshop is designed to show you how these tools work and, more importantly, how to use them intelligently in your business.

The workshop is part of MarketerM8’s rolling programme of 13 free live HighLevel training workshops.

What Are HighLevel Forms?

HighLevel forms allow you to collect information from prospects, customers and other contacts.

At the simplest level, that might be:

• name;
• email address;
• telephone number;
• company name;
• or an enquiry message.

But forms can go much further than that.

You can collect information that helps you understand who someone is, what they need and what should happen next.

That information can then become part of the contact record inside HighLevel.

Start With What You Need to Know

Before adding twenty questions to a form, ask:

“What information do we genuinely need at this stage?”

Every additional field creates friction.

So there is always a balance.

A simple lead generation form may only need:

• name;
• email;
• telephone number;
• and perhaps one useful qualifying question.

Whereas a detailed application or assessment may legitimately need much more information.

What Is a HighLevel Survey?

A survey is useful when you need to collect more structured or detailed information than a simple form.

For example, you might use a survey for:

• a customer questionnaire;
• a discovery questionnaire;
• a needs analysis;
• an application;
• a pre-consultation assessment;
• customer feedback;
• onboarding information;
• or a detailed enquiry process.

Surveys are particularly useful when the person needs to move through a series of questions rather than seeing everything on one page.

HighLevel’s current survey tools also support conditional logic, so different respondents can see different questions or follow different paths depending on their answers. :contentReference[oaicite:1]{index=1}

What Is a HighLevel Quiz?

Quizzes introduce another layer.

Instead of simply collecting information, you can potentially score or categorise responses and provide a personalised outcome.

HighLevel’s current Quiz Builder supports:

• multiple question types;
• scoring;
• categories;
• personalised results;
• CRM mapping;
• and automation based on submissions.

This means a quiz can be useful for far more than entertainment.

You could potentially use one to:

• assess a prospect’s needs;
• score readiness;
• categorise somebody into a particular customer type;
• recommend an appropriate service;
• create an interactive lead magnet;
• or help qualify leads before a salesperson becomes involved.

HighLevel’s current Quiz Builder explicitly supports lead data collection, intent qualification, scoring, categories and personalised results. :contentReference[oaicite:2]{index=2}

Forms, Surveys and Quizzes: Which Should You Use?

A simple way to think about it is:

Tool	Best suited to
Form	Straightforward lead capture or data collection
Survey	More detailed, multi-step or conditional questioning
Quiz	Interactive scoring, categorisation or personalised outcomes

There is overlap between them.

The important question is:

“What experience makes most sense for the person completing it?”

Your Form Should Serve the Customer Journey

A form shouldn’t exist in isolation.

Think about what happened immediately before the person saw it and what should happen immediately afterwards.

For example:

Now the form isn’t just collecting information.

It’s connecting the website to the CRM and the sales process.

Map Form Answers Into Your HighLevel CRM

One of the biggest advantages of building forms inside HighLevel is that the information can become part of your CRM data.

For example, somebody might tell you:

• which service they’re interested in;
• their budget;
• their location;
• their company size;
• their preferred appointment type;
• or another detail important to your business.

Instead of that information sitting in an email inbox, it can potentially be stored against the contact.

That makes it available for:

• segmentation;
• Smart Lists;
• workflows;
• personalisation;
• sales follow-up;
• and reporting.

This is why good HighLevel database management and good form design go hand in hand.

Use Conditional Logic to Make Forms and Surveys Smarter

Not everybody needs to answer every question.

HighLevel’s current conditional logic tools can change what happens based on somebody’s answers.

For example:

Or:

HighLevel’s current Conditional Logic v2 supports actions including showing or hiding fields, displaying custom messages, redirects, disqualification and, in surveys, jumping to different slides. :contentReference[oaicite:3]{index=3}

This can help make the experience:

• shorter;
• more relevant;
• more personalised;
• and more useful to your sales team.

HighLevel Forms Can Help Qualify Leads

Not every enquiry is equally valuable.

A good form or survey can collect information that helps your business understand whether somebody is a good fit before a salesperson spends significant time with them.

For example, you might ask about:

• location;
• budget;
• service required;
• timescale;
• company size;
• current situation;
• or another genuine qualification criterion.

But be careful.

Qualification doesn’t mean interrogating every visitor with 25 questions.

Ask only what you genuinely need at that point in the journey.

Use Quizzes as Lead Magnets

Quizzes can also become a marketing tool.

Instead of offering another generic PDF download, you could potentially offer something interactive.

For example:

• “How effective is your sales follow-up?”
• “How automated is your business?”
• “Which marketing strategy fits your business?”
• “How healthy is your CRM database?”
• “Are you ready for AI automation?”

The prospect answers questions.

HighLevel scores or categorises them.

They receive a useful result.

And your CRM gains useful information about the prospect.

That’s a much more interesting use of a quiz than simply asking trivia questions.

What Happens After Someone Submits?

Don’t overlook the immediate post-submission experience.

Someone has just taken an action.

What should they see next?

HighLevel currently allows branded on-submit messages for forms, surveys and quizzes, including formatted text, imagery and layout controls. :contentReference[oaicite:4]{index=4}

You could:

• thank them;
• explain what happens next;
• tell them when to expect a response;
• provide another resource;
• direct them to book an appointment;
• or send them to another appropriate page.

The submit confirmation is part of the customer journey too.

Forms and Workflows Work Particularly Well Together

This is where forms become considerably more powerful.

A form submission can become the trigger for automation.

For example:

Or:

This is why our HighLevel Automation & Workflows workshop is a natural companion to this session.

Forms Can Feed Your Sales Pipeline

If a form represents a genuine sales enquiry, you may want that submission to create an opportunity in your HighLevel pipeline.

For example:

Now the lead doesn’t simply become another contact sitting in your database.

It immediately enters the sales process.

You can learn more about that in our HighLevel Sales Pipelines & Opportunities workshop.

Forms Can Also Connect to Calendars

Sometimes collecting information isn’t the end objective.

The logical next step may be for the person to book an appointment.

For example:

Enquiry → Qualification → Book consultation

That allows forms, surveys and HighLevel Calendars to become part of one joined-up journey.

Think about whether you really need somebody on your team manually emailing a booking link when HighLevel may be able to guide the prospect there automatically.

Use Forms on HighLevel Websites and Funnels

HighLevel forms and surveys can be built directly into HighLevel websites and funnels.

HighLevel’s current site builder allows users to create, add and manage forms and surveys within the website or funnel building experience. :contentReference[oaicite:5]{index=5}

This can make it easier to connect your landing pages directly to:

• CRM records;
• automation;
• sales pipelines;
• appointments;
• and customer follow-up.

Again, the value isn’t simply having a form on a page.

It’s what happens because someone completed it.

HighLevel Can Collect Feedback Too

Forms and surveys aren’t only for new leads.

You can also use them to collect information from existing customers.

For example:

• customer satisfaction;
• feedback;
• service reviews;
• internal assessments;
• training feedback;
• or onboarding information.

HighLevel also supports rating-style elements in forms, surveys and quizzes, including visual options such as stars, hearts and thumbs-up. :contentReference[oaicite:6]{index=6}

This can give customers a simple way to provide structured feedback.

HighLevel Can Even Capture Feedback Inside Emails

HighLevel also supports certain inline form and survey elements inside email campaigns.

That can allow recipients to provide simple structured feedback, such as ratings or like/dislike responses, directly from an email experience. :contentReference[oaicite:7]{index=7}

This is useful where you want to reduce friction and capture a quick response rather than send someone through a long separate survey journey.

Submission PDFs Can Create a Permanent Record

For some businesses, keeping a permanent copy of what somebody submitted is important.

HighLevel added the ability to automatically generate PDF submission documents from forms, surveys and quizzes.

Those PDFs can be associated with the relevant contact record. :contentReference[oaicite:8]{index=8}

This could be particularly useful for:

• applications;
• assessments;
• detailed questionnaires;
• customer declarations;
• internal records;
• or processes where a readable copy of the answers is useful later.

It’s another example of forms becoming part of the wider CRM record rather than disappearing into an email inbox.

Keep Forms as Short as They Need to Be

There’s a temptation to ask every possible question because you may want the information later.

Resist it.

The longer and more demanding the form, the greater the chance somebody will decide not to finish it.

Ask yourself:

• Do we need this information now?
• Could we ask it later?
• Could HighLevel already know it?
• Does this answer actually change what happens next?

If the answer is no, consider removing the question.

Don’t Ask for Information You Won’t Use

This is a broader CRM principle too.

Collecting information creates responsibility.

If your form asks for detailed information but nobody ever uses it, all you’ve done is create more work for the person completing the form and more clutter in your CRM.

Better data doesn’t mean more data.

It means useful data.

Think About Mobile Users

A large proportion of people completing online forms will be using a phone.

So always test your form, survey or quiz on mobile.

Check:

• Is the text easy to read?
• Are questions easy to understand?
• Are buttons obvious?
• Is the form unnecessarily long?
• Does conditional logic behave as expected?
• Is the confirmation clear?

A beautiful desktop form isn’t much use if it’s frustrating on a mobile screen.

Test Forms Before Sending Traffic to Them

Never assume a form works simply because it looks right.

Submit it yourself.

Test different answers.

Check what information appears against the contact.

Check whether workflows trigger.

Check whether the opportunity gets created.

Check the confirmation.

Check notifications.

And test the unusual paths, not just the happy path.

Conditional logic and automation make forms more powerful, but they also create more things that need testing.

Forms Training Backed by Real Marketing Experience

This is where my background becomes particularly relevant.

I’ve worked hands-on in direct marketing since 1996 and with CRM and marketing automation since 2009.

Since 2009, I’ve helped hundreds of businesses improve, automate and systemise their marketing.

I’m also a Certified Entrepreneurs Circle Marketing Coach and have helped Entrepreneurs Circle GenieAI subscribers implement AI and marketing automation within their businesses.

Through my own HighLevel agency, MarketerM8, I’ve personally onboarded more than 100 HighLevel users.

So when we look at a form, I’m not simply asking:

“Which fields should we drag onto the page?”

I’m asking:

• What information do we need?
• Why do we need it?
• How much should we ask at this stage?
• How should the prospect be qualified?
• What should happen after submission?
• What should HighLevel store?
• What should HighLevel automate?
• And what experience should the prospect have?

That’s the difference between building a form and designing a useful lead capture process.

What Will You Learn in the HighLevel Forms, Surveys & Quizzes Workshop?

This free live workshop is designed to help you understand how HighLevel’s data capture tools work and how to apply them practically.

We’ll explore areas such as:

• HighLevel forms;
• HighLevel surveys;
• HighLevel quizzes;
• choosing the right tool;
• form fields;
• custom fields and CRM mapping;
• lead capture;
• qualification questions;
• conditional logic;
• showing and hiding fields;
• survey branching;
• lead disqualification;
• quiz scoring and categories;
• personalised quiz results;
• submission confirmations;
• connecting submissions to workflows;
• creating opportunities from forms;
• connecting forms to calendars;
• using forms in websites and funnels;
• customer feedback and ratings;
• submission documents;
• testing forms;
• and common mistakes to avoid.

The objective isn’t simply to collect more information.

It’s to collect the right information and use it intelligently.

Forms, Surveys & Quizzes Is Part of Our Free HighLevel Training Programme

This workshop is part of MarketerM8’s rolling programme of 13 free live HighLevel training workshops.

The programme is designed to help you learn HighLevel one practical area at a time.

If you’re completely new to HighLevel, start with our HighLevel Foundations for Beginners workshop.

Forms also connect particularly closely with:

• Database Management, because form answers become CRM data;
• Automation & Workflows, because submissions can trigger automation;
• Sales Pipelines & Opportunities, because enquiries can become sales opportunities;
• and Calendars & Appointments, because qualified leads can move directly into booking.

Do I Need to Be a MarketerM8 Customer?

No.

You don’t need to be a MarketerM8 subscriber to attend our free live HighLevel training workshops.

You can attend whether you’re already using HighLevel, considering the platform or simply want to understand how HighLevel forms, surveys and quizzes work.

What If I Need Help Building My Own HighLevel Forms?

A live workshop can teach you the tools and principles.

But your own lead capture process may require more detailed work.

Perhaps you need help:

• designing an enquiry form;
• building an application process;
• creating a qualifying survey;
• building a lead generation quiz;
• mapping form data into custom fields;
• using conditional logic;
• creating multiple respondent journeys;
• triggering workflows after submission;
• creating pipeline opportunities;
• connecting qualified leads to calendars;
• or training your team.

That’s where I can provide remote HighLevel training and Done-With-You implementation.

For larger projects and teams, on-site HighLevel training and implementation is also available throughout the UK and internationally.

If you’re experiencing a technical problem rather than needing implementation or training, take a look at my guide to HighLevel support in the UK.

Frequently Asked Questions About HighLevel Forms, Surveys & Quizzes

Does GoHighLevel Have Forms?

Yes.

HighLevel includes a form builder that can be used to collect contact and enquiry information.

Forms can connect directly with the HighLevel CRM, allowing submitted information to be stored against contacts and used within workflows and other processes.

What Can HighLevel Forms Be Used For?

HighLevel forms can be used for lead capture, enquiries, registrations, applications, customer information, qualification and many other data collection processes.

The best form is designed around what you genuinely need to know and what should happen after somebody submits it.

Does GoHighLevel Have Surveys?

Yes.

HighLevel surveys are useful for more detailed or multi-step information gathering.

They can be used for questionnaires, assessments, onboarding, feedback, applications and lead qualification.

Does GoHighLevel Have Quizzes?

Yes.

HighLevel includes a Quiz Builder that can score and categorise responses and produce personalised outcomes.

This can make quizzes useful for interactive lead magnets, assessments and qualification.

What’s the Difference Between a HighLevel Form and Survey?

A form is usually best for relatively straightforward information collection.

A survey can work better where you need a longer or more structured question journey, particularly where different respondents may need to see different questions.

What’s the Difference Between a Survey and Quiz in HighLevel?

A survey primarily gathers information.

A quiz can additionally use scoring, categories and results to give respondents an outcome based on their answers.

The right choice depends on what experience you’re trying to create.

Can HighLevel Forms Use Conditional Logic?

Yes.

HighLevel’s current form and survey tools support conditional logic.

You can use answers to show or hide elements, display messages, redirect people or disqualify leads depending on the setup.

Can HighLevel Surveys Skip Questions?

Yes.

Conditional survey logic can route respondents to different slides or questions based on their previous answers.

This can shorten the survey and prevent people seeing irrelevant questions.

Can HighLevel Automatically Disqualify Leads?

HighLevel’s current conditional logic supports lead disqualification based on defined responses.

Use this carefully.

Make sure your criteria genuinely identify a poor fit before automatically rejecting a prospect.

Can a HighLevel Form Trigger a Workflow?

Yes.

A form submission can be used as part of an automated HighLevel process.

For example, submission could trigger an acknowledgement, create an opportunity, notify a salesperson and start follow-up.

Can a HighLevel Form Create an Opportunity?

Yes, forms can be combined with workflows and HighLevel opportunities.

This means a genuine enquiry can automatically enter your sales pipeline rather than simply becoming another contact record.

Can HighLevel Forms Update Custom Fields?

Yes.

Information submitted through forms, surveys and quizzes can be mapped into CRM data where appropriate.

This allows responses to become useful structured information for segmentation and automation.

Can I Put a HighLevel Form on My Website?

Yes.

HighLevel forms and surveys can be used within HighLevel websites and funnels, and depending on your setup may also be embedded into other web experiences.

The important point is what happens to the data after it is captured.

Can I Use HighLevel Forms on WordPress?

HighLevel forms can commonly be embedded into external web pages, including WordPress sites, depending on the form and website setup.

This allows a WordPress website to capture enquiries directly into the HighLevel CRM.

Can HighLevel Forms Send a Confirmation?

Yes.

You can control what respondents see after submission and can also use workflows to send appropriate follow-up communication.

The confirmation should explain clearly what happens next.

Can HighLevel Quizzes Score Leads?

Yes.

HighLevel’s Quiz Builder supports scoring and categories.

This can help create different outcomes based on a respondent’s answers and can be useful for qualification and interactive assessments.

Can HighLevel Quizzes Show Different Results?

Yes.

Quiz results can be personalised according to scores or categories, depending on how the quiz is configured.

This can make the experience much more useful than a generic thank-you page.

Can HighLevel Forms Collect Customer Feedback?

Yes.

Forms and surveys can be used to collect customer feedback, including structured rating responses.

This can help businesses collect useful information after a service, event or customer interaction.

Can HighLevel Generate a PDF of a Form Submission?

Yes.

HighLevel now supports generating PDF submission documents for forms, surveys and quizzes.

This can create a readable record associated with the contact, which can be particularly useful for applications, assessments and detailed questionnaires.

How Many Questions Should a HighLevel Form Have?

Only as many as necessary.

A lead generation form should usually be easier to complete than a detailed application or assessment.

Ask whether each question is necessary at that stage and whether the answer will actually be used.

Should I Ask for a Phone Number on My HighLevel Form?

Only if the telephone number serves a genuine purpose.

If your process involves calling or texting the lead, it may be valuable.

If you have no intention of using it, requesting extra information can create unnecessary friction.

Can Forms Help Qualify HighLevel Leads?

Yes.

Questions about factors such as service requirement, location, budget or timescale can help your business understand whether a lead appears suitable.

The key is to balance useful qualification with making the form easy enough to complete.

Is the HighLevel Forms, Surveys & Quizzes Workshop Free?

Yes.

The Forms, Surveys & Quizzes workshop is part of MarketerM8’s programme of free live HighLevel training workshops.

There’s no charge to attend the live workshop.

Do I Need to Be a MarketerM8 Customer to Attend?

No.

You can attend our free HighLevel training workshops without being a MarketerM8 subscriber.

Can I Ask Questions During the HighLevel Forms Workshop?

Yes.

That’s one of the benefits of live HighLevel training.

You can see forms, surveys and quizzes being explained and ask questions about the tools and concepts we’re covering.

What Should I Learn After HighLevel Forms, Surveys & Quizzes?

If you want submissions to trigger automation, move on to our HighLevel Automation & Workflows workshop.

If you want to improve how the collected information is organised, our Database Management workshop is particularly relevant.

If forms are part of your website or landing pages, our HighLevel Websites & Funnels workshop is a natural next step.

You can explore all the subjects in our free HighLevel training programme.

Ready to Build Better HighLevel Forms?

Don’t start by asking:

“What fields can I add?”

Start by asking:

“What do we need to know, and what should happen once we know it?”

Then decide whether you need a form, survey or quiz.

Collect only the useful information.

Map it properly into the CRM.

Use conditional logic where it improves the experience.

And connect the submission to the next stage of the customer journey.

That’s exactly what our Forms, Surveys & Quizzes workshop is designed to help you understand.