Forms & Surveys Section in Page Builder

Forms & Surveys Section in Page Builder

September 23, 20251 min read

Adding Forms or Surveys to your sites helps you capture leads' contact information without leaving your pages. However, we recognize the importance of having organized and visually appealing pages. To help you improve that aspect when using forms & surveys, we’ve added a section dedicated to them. Come check it out!

⭐️ How To Use The Forms & Surveys Section?

  1. In the Funnel Builder, open the Forms & Surveys section from the left panel.

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  2. Select "Create New" or "Add Existing" and drag it into place.

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  3. If you selected the Add Existing option, pick your form or survey from the dropdown menu.

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  4. If you’ve selected “Create New,” a default form/survey opens in a 90% pop-up for customization.

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⭐️Why Is This Feature Beneficial To Your Company?

  • One-Click Editing: Drag and drop a new or existing form into your funnel, then customize it in the Form Builder pop-up.

  • Prebuilt Forms: Access ready-to-use templates for common form categories that can be edited directly in the page builder. For example: contact, order, and donation forms.

  • Unified Management: All creations and edits are automatically added or updated in the Forms & Surveys tab, as well as the element section for reuse.

Thanks to this form, survey management is better integrated, ensuring consistency across sites while remaining fully customizable, and providing you with better-organized layouts. We hope you enjoy it!

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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