Goal
Build a multi-page GoHighLevel survey with conditional logic, map answers to contact fields, and embed it in a funnel with a thank you redirect
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SOP-285
Build and Deploy a Multi-Step Survey_Quiz in GoHighLevel
Covers planning fields, building a multi-page survey with show/hide logic, mapping to contact fields, and deploying in a funnel with a thank you redirect.
Type
SOPs · DOC
Last updated
13 November 2025
Who does this
Account admin or operations specialist
Comes with
From Leads to Sales: Funnel Building 101
Ideal outcome
A live survey that captures clean, mapped data; shows conditional follow-ups correctly; and redirects to a published thank you page
Why it matters
Standardize client intake and qualify leads while keeping completion friction low
Before you start
You need admin access to the client sub-account in GoHighLevel. Refer to the SOP 276: GoHighLevel CRM Foundations (web version) for contact and form integration standards. Refer to the SOP 286: GoHighLevel Lead Capture Form Setup (web version) to understand form creation, embedding, and mapping prior to deploying surveys or quizzes
Key steps 32 steps
What is inside 36 headings
1 Prepare contact custom fields in settings 4
- Go to "Settings" → "Custom Fields" and click "+ Add Field".
- Create the required "Dropdown (Multiple)" custom field. Click "Next.
- Name it "Intake" and set Object and Group to "Contact". Add options: Website URL, Team Size, Services Interested, Monthly Budget, Website Platform, Timeline, and Notes. Click "Save".
- Confirm the new custom field appears in your custom fields. Here, copy the unique key and save it for later.
2 Build and configure survey in sites 16
- Go to "Sites" → "Surveys" and click "+ Create New" and "Start from scratch".
- Name the survey "Client Intake – v1".
- Click "Styles & Options" or the filter icon and select your preferred survey type here.
- On slide 1, drag and drop contact fields such as "First Name", "Last Name", "Email", and "Phone".
- Click on the "+" button at the bottom and add slide 2 with company info, such as "Organization" , "Website URL" and "Single Line Text" (renamed to "Team Size".
- Add slide 3 with service preferences such as "Services Interested" (checkbox), "Monthly Budget" (single line), and "Website Platform" (single line).
- Add slide 4 with project details and include "Timeline" (radio custom) and "Notes" (multi line).
- [Optional] When editing, select the element and make fields "Required" if your business requires it.
- Preview the survey navigation and verify the conditional fields. Then, click "Save" and "Publish".
- Test the survey mapping. Go back to "Surveys", click on the three dots and select "View Submission".
- Next, go back to the survey elements for editing and click "Open Conditional Logic" > "Show/Hide Fields" for survey logic setup.
- For instance, click "Monthly Budget" to add a rule to show "Monthly Budget" when "Services Interested" contains "Paid Ads". Click "Save".
- Add another rule for the "Website Platform". Show "Website Platform" when "Services Interested" contains "Website".
- Next, click "Redirect to URL" and add the Thank You page URL. Click "Save".
- Click "Save" on the main survey editing page to confirm the conditions of the survey.
- Preview and check conditional fields.
3 Embed survey in a funnel page 5
- Go to "Sites" → "Funnels" and open the target Funnel and click "Edit".
- Click on the "+" button on your top left, go to "Forms And Surveys", then drag "Add Existing Form" onto the page layout.
- Select the "Client Intake – v1" survey.
- Click "Publish" on the Funnel page, then select the domain.
- Copy the live page URL for testing. Click the "Share Funnel" button and copy the link.
4 Test end-to-end and verify contact data 7
- Open the live Funnel URL in a new tab (not Preview).
- Submit once selecting "Paid Ads" and confirm the "Monthly Budget" appears before submitting.
- Submit again, selecting "Website" and confirming the "Website Platform" appears before submitting.
- Confirm the Thank You redirect or success message after submission.
- Go to "Contacts" and open the newest contact record.
- Verify all mapped standard and custom fields are populated correctly.
- Fix issues in the survey, click "Edit", then update/save to republish the Funnel.
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