HighLevel Forms, Surveys & Quizzes – Workshop Recap and Why It Matters

At MarketerM8, we’ve made it our mission to help business owners and marketing teams unlock the full potential of HighLevel. One of the most underrated yet powerful parts of the platform is its built-in Forms, Surveys, and Quizzes tools—and that’s exactly what we covered in our most recent live workshop.

Here’s a quick recap of what we explored, and why these tools deserve a prominent place in your HighLevel strategy.

Why Forms, Surveys and Quizzes Matter

HighLevel gives you a way to collect data, generate leads, segment audiences, and start automated follow-ups—all without needing third-party tools.

Whether you’re:

• Capturing leads from a landing page,

• Running post-sale feedback surveys,

• Qualifying new prospects with an onboarding quiz,
  these tools are essential to building automated journeys that actually convert.

What We Covered in the Workshop

In this live session, we walked attendees through:

✅ HighLevel Forms – how to design them, where to use them, and how to trigger automations on submission (like sending follow-up emails or adding contacts to a pipeline).

✅ Surveys – great for gathering feedback or onboarding new clients. We explored how to use conditional logic to show or hide fields based on answers.

✅ Quizzes – an excellent tool for lead qualification. We showed how to build quizzes that score results and send personalised responses automatically.

✅ Tips, tricks and use-cases – from simple contact forms to interactive lead generation quizzes, we covered examples you can swipe and deploy in your own account.

Who This Workshop Was For

This session was especially valuable for:

• Small businesses and marketers looking to build better lead capture processes

• Agencies who want to offer more intelligent onboarding for clients

• Anyone tired of paying for third-party form tools when HighLevel has the functionality already built in

Want the Recording?

We run these sessions live, but we also record them so you can catch up or revisit the parts you missed.
👉 You can watch the HighLevel Forms, Surveys, and Quizzes Workshop by clicking the link: https://page.marketerm8.co.uk/7a-booking-page-forms-surveys-quizzes

Thinking About Running Your Own Workshop Series?

If you’re interested in using HighLevel to run your own series of educational or sales workshops, we’ve written a free guide just for you. It covers planning, automation, ticketing, reminders and more.

📘 Download the free book here:
👉 https://page.marketerm8.co.uk/book-request-page

Final Thoughts

Forms, Surveys, and Quizzes are more than just data collection tools. When used correctly inside HighLevel, they become the starting point for powerful automated journeys that nurture leads, segment customers, and deliver real value.

And best of all—HighLevel users already have access to these features. You just need to know how to use them.

We run 12 other workshops covering all aspects of highLevel, you can browse the menu by CLICKING HERE.