How To Use Forms, Surveys And Calendars In Your Landing Pages

Video Transcription:

In this video, we are going to be talking about using forms, surveys in calendars, which is the booking feature in your funnel builder. So to start, I've already added a couple of these elements in here. It is important to note that all of these elements have to be created in their respective areas before they can be added into your funnel. So either within form builder, survey, builder, or calendar and settings, you can create all of these, but is not an option to create them in the funnel builder directly. Additionally, if you are unfamiliar with the funnel builder in general and your here looking to learn about the funnel builder, we actually have a separate video that goes into a full, deep dive on all of the features that are common and even uncommon within the funnel builder. So be sure to watch that first, this video, we're just going to be addressing forms, surveys, and calendars within the funnel builder. So I'm just going to start off with forms here. So you'll see on the left-hand side, you have all of your settings. This is where all of the settings will be for every element in your funnel builder. But so for forums, you have your general spacing options. You have the form selector, so you have multiple forms. You can change out the one you want here. The important thing to note here is your redirect action. So this is basically going to tell your funnel after your form is submitted, where you want to direct people, where do you want them to go? The default that is set here is actually set to use the action from the form builder. But this is not actually something you required to set up in the form builder. So if you don't have an action, that's already set up and you haven't set, haven't set this to a different redirect app action. It'll appear as though your funnel is broken when somebody submits a form because it doesn't know what to do after somebody actually clicks on your button. So it's really common to either redirect this to a website URL. If you choose website, you can choose your website here. Otherwise you can go to the next step in your funnel page. And then in advanced settings, we have visibility, which will determine if you want it to be visible on desktop or mobile. And then any styling requests. You have your CSS selector here. If you go into settings, you have custom CSS. So if that's something you're familiar with, you can use this CSS selector and custom CSS to update any styling that you want moving right along into surveys. We have pretty much all the same settings here, same spacing options. And again, the same redirect action. The biggest difference between surveys and forms is that whereas forms you have all of your items for, for your user to fill in, and then they click submit a survey is going to have a multi-step function built in. So the biggest thing here is your survey submission. This won't happen. This redirect action won't happen until they have completed their whole survey. So once they've gone through the entire process of the survey and then clicked that final submit button, then it'll take this redirect action. So this won't happen if they just go to the next step in the survey, they have to have completed the whole survey before that redirect action will take place. But again, this is not something that is required to set up in the survey builder itself. So make sure if you haven't set it up in the survey builder, that you have selected either website URL or go to the next step, because otherwise again, it will appear broken when they hit that final submission. And again, you have your same style options here, custom CSS and your CSS selector in advanced last but not least is your calendar and calendar. Again, it has all of the same spacing options, all of the same styling options as the previous things. Really. We just want to encourage you to remember to set those redirect actions any time, either a form, a survey or calendar is submitted and you're getting an error. And it seems like something's not submitted, not submitting is often an indication that you have not set up a redirect action. And again, by redirected, it means upon submission. So if you're getting some kind of error after submitting those things, and it has no redirect in place, it's going to appear that it's not working. So the solution there is just to make sure that you have a redirect action in place before you make these go live. Again, it's not required to set any of those redirect actions up in their individual builders themselves, but it is possible to do so. So just be mindful of that. And then you should be good to go. So yeah, there, you have it for your F in the funnel builder for form surveys and calendar items. They're all pretty similar in what they require and the adjustments that you can make to each of them. So yeah, you really just want to make sure that you have this redirect action set up, and then you're good to go.