How to Use Forms, Surveys And Calendars In Funnels?

Learn how to use forms, surveys, and calendars within the funnel builder, in this tutorial. A great way to enhance your business, this allows you to capitalize on the booking feature of the funnel builder.

1. How to Create a Form, Survey, or Calendar to add to your funnel

• Inside the Form/Survey builder, create the form or survey you wish to use. A different way is to steer to Settings > Calendars to create a calendar. (We have separate step-by-step tutorials that cover the form and survey builders, as well as calendars.)
• Once you’ve created a form, survey, or calendar that you wish to use, you’ll be able to add it in the Funnel Builder as an “Element” of the funnel page.

• Use the drag-and-drop features in the funnel builder to add the desired element(s) such as images, text boxes, a calendar, and/or a form.

• Steer to the “Settings” menu on the left side of the Funnel Builder. You’ll see “General” and “Advanced” tabs here, for any customizable features within the specific element that’s highlighted.
• NOTE: There is a CSS section where you can add additional code for further customization, but all the default available customizations can be found under the 2 Settings tabs.
• For Forms, you’ll see general spacing options, the form selector where you can choose which Form (if you have multiple in your system) appears, redirect action, and more.

NOTE: The reason the redirect action is important is that it tells the system where to direct someone after the form is submitted. If you don’t have a redirect action, it will appear as if the funnel is broken when somebody submits a form because it doesn't know what to do after somebody actually clicks on your button. One of the most common redirect options is to a website URL. (For example, if someone fills out an order or inquiry form, you may want to redirect them to a funnel page to learn more about your business, etc.)