# Create Forms & Surveys Inside the Site Builder > Build and manage forms and surveys inside GHL Customer Care’s Funnel and Website builders. Add existing assets, use templates, enable payments, and track results.Learn how to create, customize, and manage forms and surveys directly inside GHL Customer Care’s Funnel - Source: https://docs.ghlcustomercare.com/docs/sites/funnel-and-website-settings/create-forms-surveys-inside-the-site-builder - Section: Sites / Funnel & Website Settings - Reading time: 5 min - Images: 7, each explained below --- Discover a faster way to build and manage forms and surveys directly inside GHL Customer Care’s Funnel and Website builders. Stay in your design flow with a large, in‑builder editor, reuse existing assets with the Form Picker, and launch faster with curated templates. Enable payments on order-style forms, track results, and keep everything organized for easy reuse. --- **TABLE OF CONTENTS** - [What is Forms & Surveys in Funnel & Website Builder?](#what-is-forms-and-surveys-in-funnel-and-website-builder) - [Key Benefits of Forms & Surveys in Funnel & Website Builder](#key-benefits-of-forms-and-surveys-in-funnel-and-website-builder) - [Prebuilt Form Templates vs. Themes](#prebuilt-form-templates-vs-themes) - [Form Picker](#form-picker) - [Unified Management (List View)](#unified-management-list-view) - [Design Controls (Right Sidebar)](#design-controls-right-sidebar) - [How To Set Up Forms & Surveys in Funnel & Website Builder](#how-to-set-up-forms-and-surveys-in-funnel-and-website-builder) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **What is Forms & Surveys in Funnel & Website Builder?** Forms & Surveys in GHL Customer Care provides an in‑builder experience for creating, adding, and managing forms or surveys without leaving your funnel or website canvas. Build new forms in a large modal editor, add existing assets with the Form Picker, customize fields and design, and keep everything centrally organized for reuse across funnels, websites, webinars, and e‑commerce stores. --- ## **Key Benefits of Forms & Surveys in Funnel & Website Builder** Understanding the benefits helps you decide when to create new assets versus reusing existing ones, how to move faster during page building, and where to manage submissions and performance. - **Speed inside the builder:** Work in a large, in‑context editor without switching tabs, so you keep momentum while designing pages. - **Reuse existing assets:** Add any existing form or survey through the **Form Picker**, keeping branding and logic consistent across pages. - **Template jump‑starts:** Start from curated, theme‑based templates (Application, Contact, Donation, Order, Registration, Request, Subscribe) to avoid building from scratch. - **One‑click editing:** Drag a form/survey onto the canvas and open the editor instantly to refine fields, styles, and behavior. - **Unified management:** Every new or added asset is automatically collected in a central list, making it easy to find, duplicate, and reuse. - **Payments on forms:** Use order‑style templates with the Payment element to sell products or accept donations directly from your form. --- ## **Prebuilt Form Templates vs. Themes** Templates provide ready‑made form structures (e.g., Order or Contact), while **Themes** are visual presets for styling. Choosing the right starting point speeds up build time, and understanding the difference prevents accidental overwrites. - **Templates (structure):** Application, Contact, Donation, Order, Registration, Request, Subscribe. Customize fields and settings as needed. - **Themes (visual styles):** Quickly apply a look; note that switching Themes replaces current style changes. ![Prebuilt Form Templates vs. Themes (image 1 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056126636/original/glfSSZgoBWR2DLqqhl8RNelyJU787RjMWA.png) **Prebuilt Form Templates vs. Themes (image 1 of 7)** This screenshot appears in the "Prebuilt Form Templates vs. Themes" section of "Create Forms & Surveys Inside the Site Builder". The text alongside this image reads: Templates (structure): Application, Contact, Donation, Order, Registration, Request, Subscribe. Customize fields and settings as needed. Themes (visual styles): Quickly apply a look; note that switching Themes replaces current style changes. Immediately after, the guide continues: The Form Picker lets you reuse existing forms or surveys across multiple funnels and websites, keeping experiences consistent and measurable. - What this covers: Templates (structure): Application, Contact, Donation, Order, Registration, Request, Subscribe. Customize fields and settings as needed. Themes (visual styles): Quickly apply a look; note that switching Themes replaces current style changes. - Controls: Themes - Next: The Form Picker lets you reuse existing forms or surveys across multiple funnels and websites, keeping experiences consistent and measurable. Full procedure: 1. Templates (structure): Application, Contact, Donation, Order, Registration, Request, Subscribe. Customize fields and settings as needed. 2. Themes (visual styles): Quickly apply a look; note that switching Themes replaces current style changes. --- ## **Form Picker** The Form Picker lets you reuse existing forms or surveys across multiple funnels and websites, keeping experiences consistent and measurable. - Search, preview, and select any existing asset. - On selection, you can drag it to the canvas and open **Edit** for one‑click customization. ## ![Form Picker (image 2 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056144281/original/Pl5EXDeR6nH9e7UwWpkUCWkhrhps6oe8cA.png) **Form Picker (image 2 of 7)** This screenshot appears in the "Form Picker" section of "Create Forms & Surveys Inside the Site Builder". The text alongside this image reads: Search, preview, and select any existing asset. On selection, you can drag it to the canvas and open Edit for one‑click customization. Immediately after, the guide continues: Forms and surveys you create or add are automatically surfaced in a unified list, making it easy to find, duplicate, and reuse across your account’s assets. - What to choose: Search, preview, and select any existing asset. On selection, you can drag it to the canvas and open Edit for one‑click customization. - Next: Forms and surveys you create or add are automatically surfaced in a unified list, making it easy to find, duplicate, and reuse across your account’s assets. --- ## **Unified Management (List View)** Forms and surveys you create or add are automatically surfaced in a unified list, making it easy to find, duplicate, and reuse across your account’s assets. - **Single source of truth:** Forms and surveys created from the Funnel or Website Builder also appear under **Sites → Forms → Builder** and **Sites → Surveys → Builder**, and can be selected via the **Form Picker**. - View all assets, search, and optionally duplicate for variations. - Keep naming conventions consistent for accurate analytics and reuse. --- ## **Design Controls (Right Sidebar)** The right sidebar of the Form/Survey Builder centralizes design and behavior controls, so you can quickly adjust presentation and advanced settings. - **Fields:** Add, remove, and reorder fields; map to custom fields where needed. - **Styles:** Fonts, spacing, borders, backgrounds, and button styles. - **Advanced:** Confirmation behavior, redirects, logic (survey‑specific), tracking, and other options. ![Design Controls (Right Sidebar) (image 3 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056145461/original/toH27fwqCzknwNrKLilrLojIYwSUwsNC_w.png) **Design Controls (Right Sidebar) (image 3 of 7)** This screenshot appears in the "Design Controls (Right Sidebar)" section of "Create Forms & Surveys Inside the Site Builder". The text alongside this image reads: Fields: Add, remove, and reorder fields; map to custom fields where needed. Styles: Fonts, spacing, borders, backgrounds, and button styles. Advanced: Confirmation behavior, redirects, logic (survey‑specific), tracking, and other options. Immediately after, the guide continues: Forms and Surveys now use a refreshed default theme in the builder. - What this covers: Fields: Add, remove, and reorder fields; map to custom fields where needed. Styles: Fonts, spacing, borders, backgrounds, and button styles. Advanced: Confirmation behavior, redirects, logic (survey‑specific), tracking, and other options. - Next: Forms and Surveys now use a refreshed default theme in the builder. Full procedure: 1. Fields: Add, remove, and reorder fields; map to custom fields where needed. 2. Styles: Fonts, spacing, borders, backgrounds, and button styles. 3. Advanced: Confirmation behavior, redirects, logic (survey‑specific), tracking, and other options. ### **Updated default styling in the builder** Forms and Surveys now use a refreshed default theme in the builder. You may notice: - clearer empty states when a page or component has no content, - more polished styling for inputs like checkboxes, radio buttons, and monetary fields, - improved visual consistency across placeholders, labels, and other supported elements. These updates apply automatically to the default theme and supported components. --- ## **Localization in Form and Survey Builders** GHL Customer Care automatically adapts the Form and Survey Builder interface based on your account’s selected language. This ensures a consistent and accessible experience for users working in different languages. ### **What is Localized** The following interface elements are automatically translated using system-defined translation keys: Form labels, button text, and instructional messages Payment footer messaging, including secure payment notices  Product empty state messages (such as “No products added yet”)   Labels and tooltips in both General and Advanced settings panels   ### **How It Works** Localization is controlled by your account’s language settings. Once a language is selected, all supported UI text within the builders updates automatically. No additional configuration is required. ## **Important Notes** \- This applies only to the builder interface, not to custom text you enter inside forms or surveys \- Available translations depend on supported languages within GHL Customer Care   --- ## **How To Set Up Forms & Surveys in Funnel & Website Builder** Proper setup ensures you can create or reuse assets quickly, customize them in context, and verify they capture submissions and payments correctly. These steps apply from both **Funnel Builder** and **Website Builder**. 1. **Open the Builder (Funnel or Website):** From **Funnel Builder**: Open your funnel → select a step → enter the editor. From **Website Builder**: Open your website → choose a page → enter the editor. **Note:** The Forms & Surveys experience is also available in Webinar and E‑commerce Store builders. ![Step 1 of 4: Open the Builder (Funnel or Website): From Funnel Builder: Open your…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056142567/original/0mJmKU9rEJPdqO2vviPfJY02sF1aeGuzXg.gif) **Step 1 of 4: Open the Builder (Funnel or Website): From Funnel Builder: Open your…** This animation accompanies step 1 of 4 in the "How To Set Up Forms & Surveys in Funnel & Website Builder" section of "Create Forms & Surveys Inside the Site Builder". At this point in the walkthrough you open the Builder (Funnel or Website): From Funnel Builder: Open your funnel → select a step → enter the editor. From Website Builder: Open your website → choose a page → enter the editor. Note: The Forms & Surveys experience is also available in Webinar and E‑commerce Store builders. The next step is to open Your Forms & Surveys (left sidebar): Choose Create New (build from scratch), Choose any Prebuilt Form/Survey Categories or Add Existing (launch the Form Picker). D rag-and-drop a new or existing form into your funnel. - Where to go: Open the Builder (Funnel or Website): From Funnel Builder: Open your funnel → select a step → enter the editor. From Website Builder: Open your website → choose a page → enter the editor. Note: The Forms & Surveys experience is also available in Webinar and E‑commerce Store builders. - Controls: Funnel Builder, Website Builder, Create New, Prebuilt Form/Survey Categories, Add Existing, Form Picker, D, rag-and-drop, 90% pop-up - Next: Open Your Forms & Surveys (left sidebar): Choose Create New (build from scratch), Choose any Prebuilt Form/Survey Categories or Add Existing (launch the Form Picker). D rag-and-drop a new or existing form into your funnel Full procedure: 1. Open the Builder (Funnel or Website): From Funnel Builder: Open your funnel → select a step → enter the editor. From Website Builder: Open your website → choose a page → enter the editor. Note: The Forms & Surveys experience is also available in Webinar and E‑commerce Store builders. <- this image 2. Open Your Forms & Surveys (left sidebar): Choose Create New (build from scratch), Choose any Prebuilt Form/Survey Categories or Add Existing (launch the Form Picker). D rag-and-drop a new or existing form into your funnel 3. Create or Modify a Form or survey: Create New: Opens a large 90% pop-up Form/Survey Builder modal where you can add fields, customize design, and save. Add/Edit Existing: Launches the Form Picker to search and select previously created assets. 4. Save & Test: Save your page, then preview to submit a test entry. Confirm submissions appear where expected (Sites → Forms/Surveys → Submissions). 2. **Open Your Forms & Surveys (left sidebar):** Choose **Create New** (build from scratch), Choose any **Prebuilt Form/Survey Categories** or **Add Existing** (launch the **Form Picker**). **D****rag-and-drop** a new or existing form into your funnel ![Step 2 of 4: Open Your Forms & Surveys (left sidebar): Choose Create New (build…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056142777/original/l4kPmff0Yj0B3ExIkzLNd0yale-Y1TQmgQ.png) **Step 2 of 4: Open Your Forms & Surveys (left sidebar): Choose Create New (build…** This screenshot accompanies step 2 of 4 in the "How To Set Up Forms & Surveys in Funnel & Website Builder" section of "Create Forms & Surveys Inside the Site Builder". At this point in the walkthrough you open Your Forms & Surveys (left sidebar): Choose Create New (build from scratch), Choose any Prebuilt Form/Survey Categories or Add Existing (launch the Form Picker). D rag-and-drop a new or existing form into your funnel. The next step is to create or Modify a Form or survey: Create New: Opens a large 90% pop-up Form/Survey Builder modal where you can add fields, customize design, and save. Add/Edit Existing: Launches the Form Picker to search and select previously created assets. - Where to go: Open Your Forms & Surveys (left sidebar): Choose Create New (build from scratch), Choose any Prebuilt Form/Survey Categories or Add Existing (launch the Form Picker). D rag-and-drop a new or existing form into your funnel - Controls: Create New, Prebuilt Form/Survey Categories, Add Existing, Form Picker, D, rag-and-drop, Funnel Builder, Website Builder, 90% pop-up - Next: Create or Modify a Form or survey: Create New: Opens a large 90% pop-up Form/Survey Builder modal where you can add fields, customize design, and save. Add/Edit Existing: Launches the Form Picker to search and select previously created assets. Full procedure: 1. Open the Builder (Funnel or Website): From Funnel Builder: Open your funnel → select a step → enter the editor. From Website Builder: Open your website → choose a page → enter the editor. Note: The Forms & Surveys experience is also available in Webinar and E‑commerce Store builders. 2. Open Your Forms & Surveys (left sidebar): Choose Create New (build from scratch), Choose any Prebuilt Form/Survey Categories or Add Existing (launch the Form Picker). D rag-and-drop a new or existing form into your funnel <- this image 3. Create or Modify a Form or survey: Create New: Opens a large 90% pop-up Form/Survey Builder modal where you can add fields, customize design, and save. Add/Edit Existing: Launches the Form Picker to search and select previously created assets. 4. Save & Test: Save your page, then preview to submit a test entry. Confirm submissions appear where expected (Sites → Forms/Surveys → Submissions). 3. **Create or Modify a Form or survey:** **Create New:** Opens a large **90% pop-up** Form/Survey Builder modal where you can add fields, customize design, and save. ![Step 3 of 4: Create or Modify a Form or survey: Create New: Opens a large 90%…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056142978/original/VrhC0Ko8RxSfVhOuPiUlVVTHH5OCoAYRlQ.png) **Step 3 of 4: Create or Modify a Form or survey: Create New: Opens a large 90%…** This screenshot accompanies step 3 of 4 in the "How To Set Up Forms & Surveys in Funnel & Website Builder" section of "Create Forms & Surveys Inside the Site Builder". At this point in the walkthrough you create or Modify a Form or survey: Create New: Opens a large 90% pop-up Form/Survey Builder modal where you can add fields, customize design, and save. Add/Edit Existing: Launches the Form Picker to search and select previously created assets. The next step is to save & Test: Save your page, then preview to submit a test entry. Confirm submissions appear where expected (Sites → Forms/Surveys → Submissions). - What to choose: Create or Modify a Form or survey: Create New: Opens a large 90% pop-up Form/Survey Builder modal where you can add fields, customize design, and save. Add/Edit Existing: Launches the Form Picker to search and select previously created assets. - Controls: 90% pop-up, Form Picker, Funnel Builder, Website Builder, Create New, Prebuilt Form/Survey Categories, Add Existing, D, rag-and-drop - Next: Save & Test: Save your page, then preview to submit a test entry. Confirm submissions appear where expected (Sites → Forms/Surveys → Submissions). Full procedure: 1. Open the Builder (Funnel or Website): From Funnel Builder: Open your funnel → select a step → enter the editor. From Website Builder: Open your website → choose a page → enter the editor. Note: The Forms & Surveys experience is also available in Webinar and E‑commerce Store builders. 2. Open Your Forms & Surveys (left sidebar): Choose Create New (build from scratch), Choose any Prebuilt Form/Survey Categories or Add Existing (launch the Form Picker). D rag-and-drop a new or existing form into your funnel 3. Create or Modify a Form or survey: Create New: Opens a large 90% pop-up Form/Survey Builder modal where you can add fields, customize design, and save. Add/Edit Existing: Launches the Form Picker to search and select previously created assets. <- this image 4. Save & Test: Save your page, then preview to submit a test entry. Confirm submissions appear where expected (Sites → Forms/Surveys → Submissions). **Add/Edit Existing:** Launches the **Form Picker** to search and select previously created assets. ![Step 3 of 4: Create or Modify a Form or survey: Create New: Opens a large 90%…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056143758/original/9UPt4XVjsn0-BsrwSEotDDxf2nOUUIDcNw.gif) **Step 3 of 4: Create or Modify a Form or survey: Create New: Opens a large 90%…** This animation accompanies step 3 of 4 in the "How To Set Up Forms & Surveys in Funnel & Website Builder" section of "Create Forms & Surveys Inside the Site Builder". At this point in the walkthrough you create or Modify a Form or survey: Create New: Opens a large 90% pop-up Form/Survey Builder modal where you can add fields, customize design, and save. Add/Edit Existing: Launches the Form Picker to search and select previously created assets. The next step is to save & Test: Save your page, then preview to submit a test entry. Confirm submissions appear where expected (Sites → Forms/Surveys → Submissions). - What to choose: Create or Modify a Form or survey: Create New: Opens a large 90% pop-up Form/Survey Builder modal where you can add fields, customize design, and save. Add/Edit Existing: Launches the Form Picker to search and select previously created assets. - Controls: 90% pop-up, Form Picker, Funnel Builder, Website Builder, Create New, Prebuilt Form/Survey Categories, Add Existing, D, rag-and-drop - Next: Save & Test: Save your page, then preview to submit a test entry. Confirm submissions appear where expected (Sites → Forms/Surveys → Submissions). Full procedure: 1. Open the Builder (Funnel or Website): From Funnel Builder: Open your funnel → select a step → enter the editor. From Website Builder: Open your website → choose a page → enter the editor. Note: The Forms & Surveys experience is also available in Webinar and E‑commerce Store builders. 2. Open Your Forms & Surveys (left sidebar): Choose Create New (build from scratch), Choose any Prebuilt Form/Survey Categories or Add Existing (launch the Form Picker). D rag-and-drop a new or existing form into your funnel 3. Create or Modify a Form or survey: Create New: Opens a large 90% pop-up Form/Survey Builder modal where you can add fields, customize design, and save. Add/Edit Existing: Launches the Form Picker to search and select previously created assets. <- this image 4. Save & Test: Save your page, then preview to submit a test entry. Confirm submissions appear where expected (Sites → Forms/Surveys → Submissions). 4. **Save & Test:** Save your page, then preview to submit a test entry. Confirm submissions appear where expected (Sites → Forms/Surveys → Submissions). --- ## **Frequently Asked Questions** **Q: Can I customize the prebuilt templates?** Yes. Start from any template, then modify fields, styles, and behaviors in the large in‑builder editor. **Q: What’s the difference between Templates and Themes?** Templates are starting structures (e.g., Order, Contact). Themes are visual presets. Switching Themes replaces existing style changes. **Q: How do I accept payments on a form?** Use an Order‑style template, add the Payment element, and connect a supported gateway. Configure products in Products, then test before going live. **Q: Where do submissions and analytics appear?** View entries under **Sites** **→** **Forms → Submissions** or **Sites** **→** **Surveys → Submissions**. For performance, open **Analytics** to track conversion and drop‑off. **Q: Can I convert a form to a survey (or the reverse)?** Converting types isn’t supported. Duplicate and rebuild in the other format to preserve data integrity. **Q: Do manual payment methods appear on order forms?** If enabled in your payment settings, manual methods (like Cash on Delivery) can appear on applicable forms. --- ## **Related Articles** - [](https://docs.ghlcustomercare.com/)[Customizing Forms Inside Funnels Using the Form Builder](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/customizing-forms-inside-funnels-using-the-form-builder) - [](https://docs.ghlcustomercare.com/)[Payment in Forms (Including Donations)](https://docs.ghlcustomercare.com/docs/sites/forms/payment-in-forms-including-donations) - [Manual Payment Support for Forms & Surveys](https://docs.ghlcustomercare.com/docs/sites/funnels-and-websites/manual-payment-support-for-forms-surveys) - [Forms - How to Setup and Use Order Bumps](https://docs.ghlcustomercare.com/docs/sites/forms/forms-how-to-setup-and-use-order-bumps) - [Conditional Logic V2 in Forms and Surveys!](https://docs.ghlcustomercare.com/docs/sites/forms/conditional-logic-v2-in-forms-and-surveys) - [Analytics for Forms and Surveys](https://docs.ghlcustomercare.com/docs/sites/forms/analytics-for-forms-and-surveys) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com