How To Use Forms, Surveys And Calendars In Funnels

July 31, 2024•2 min read

This tutorial will cover how to use forms, surveys, and calendars within the funnel builder. This allows you to capitalize on the booking feature of the funnel builder, which can help you enhance your business.

Step 1: Create a Form, Survey, or Calendar to add to your funnel

Within the Form/Survey builder, create the form or survey you wish to use. If you need a calendar, navigate to Settings > Calendars to create a calendar. (We have separate tutorials that cover the form and survey builders, as well as calendars, so check those out or step-by-step guides!)
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.

Step 2: Adding the Elements into your Funnel

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

Once the element has been added, navigate to the right to see the “Settings” menu in the Funnel Builder. Here you’ll see a “General” and “Advanced” tab, 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 BILT) appears, redirect action, and more.

NOTE: The redirect action is especially important as it tells BILT 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.)

Additional Note: When adding an order form element, in Settings> Advanced> the country picker toggle is not to remove the “Select Country” field from the order form. It will only hide the automatic country flag being populated next to the phone number

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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