TheraSaaS Form Builder Guide: Using the New Revamped Interface

In TheraSaaS, forms are powerful lead-generation tools that automatically capture contact information and can trigger automated follow-up sequences to nurture your prospects.

Getting Started: Your First Form

Step 1: Find the Form Builder

Where to Go:

1. Log into your GoHighLevel account
2. Make sure you're in the correct client account (if you manage multiple clients)
3. Look at the left-side menu and click Sites
4. Then click Forms

What You'll See: You'll land on the Forms dashboard where you can see any existing forms and create new ones.

Step 2: Create Your First Form

Starting Fresh:

1. Click the + Create New Form button (usually a bright colored button)
2. You'll see template options - for beginners, try the "Contact Form" template as a starting point
3. Give your form a name (like "Website Contact Form" or "Lead Capture Form")

Understanding the New Interface: GoHighLevel recently updated the form builder to make it easier to use. You'll see three main tabs at the top:

• Edit: Where you build and design your form
• Settings: Where you configure what happens with your form
• Submissions: Where you see who filled out your form

Step 3: Building Your Form (Edit Tab)

Understanding Form Elements

The Left Panel - Your Toolbox: This is where you'll find all the pieces you can add to your form:

Basic Fields (Start Here):

• Text Input: For names, company names, etc.
• Email: Specifically for email addresses (validates the format automatically)
• Phone: For phone numbers
• Text Area: For longer messages or comments

Advanced Fields (Try These Later):

• Dropdown: Multiple choice with one selection
• Checkboxes: Multiple choice with multiple selections possible
• Radio Buttons: Multiple choice with one selection (like A, B, or C)
• Date Picker: For appointment booking or event registration

Building a Simple Contact Form

Essential Fields Every Contact Form Needs:

1. Full Name (Text Input)
   • Drag "Text Input" to your form
   • Click on it and change the label to "Full Name"
   • Toggle "Required" on if you need this information
2. Email Address (Email Field)
   • Drag "Email" to your form
   • This automatically validates email format
   • Always make this required for lead capture
3. Phone Number (Phone Field)
   • Drag "Phone" to your form
   • Decide if this should be required or optional
4. Message (Text Area)
   • Drag "Text Area" to your form
   • Label it "Message" or "How can we help you?"
   • Make it optional so people aren't intimidated

Organizing Your Fields:

• Drag fields up or down to reorder them
• Put the most important fields first
• Keep forms short for better completion rates

Customizing Field Appearance

Using the Right Panel: When you click on any field, the right panel shows customization options:

Field Settings:

• Label: What visitors see above the field
• Placeholder: Helpful text inside the field (like "Enter your full name")
• Required: Whether the field must be filled out
• Width: Full width or half width

Styling Options:

• Colors: Text color, background color
• Borders: Style and color of field borders
• Spacing: Padding around fields

Step 4: Configuring Your Form (Settings Tab)

Click the Settings tab to configure what happens with your form.

Notifications - Getting Alerted to New Leads

Email Notifications for You:

1. Turn on "Send Email Notification"
2. Enter your email address
3. Customize the subject line (like "New Lead from Website Form")
4. You'll get an email every time someone fills out your form

Auto-Reply for Form Submitters:

1. Enable "Send Auto-Reply"
2. Write a friendly message thanking them for their inquiry
3. Set expectations (like "We'll respond within 24 hours")

Post-Submission Actions - What Happens Next

Option 1: Thank You Message (Recommended for Beginners)

• Choose "Show Thank You Message"
• Write something like: "Thank you for your message! We'll get back to you within 24 hours."
• Keep it friendly and professional

Option 2: Redirect to Another Page

• Choose "Redirect to Another Page"
• Enter a URL to a thank you page on your website
• Good for tracking conversions with analytics

Option 3: Trigger Automation (Advanced)

• This connects to GoHighLevel's automation features
• You can automatically send follow-up emails
• Start with simple thank you messages first

Step 5: Designing Your Form (Right Panel)

Making Your Form Look Professional

Form-Wide Styling:

• Background: Choose a background color that matches your brand
• Width: Toggle "Full Width" for responsive design
• Alignment: Center, left, or right alignment

Button Customization:

• Change the button text (default is "Submit")
• Try action words like "Send Message" or "Get Started"
• Customize button colors to match your brand
• Make sure the button stands out

Typography and Colors:

• Choose readable fonts
• Ensure good contrast between text and background
• Use your brand colors consistently

Step 6: Testing Your Form

Before making your form live, always test it:

1. Preview Your Form: Look for a preview button to see how it appears to visitors
2. Submit a Test: Fill out your own form to ensure everything works
3. Check Notifications: Verify you receive the notification email
4. Mobile Test: Check how it looks on mobile devices

Step 7: Publishing Your Form

Getting Your Form Code

1. Click Save Form first
2. Click Integrate Form to see embedding options
3. You'll get an embed code that looks like HTML

Where to Use Your Form

On Your Website:

• Copy the embed code and paste it into your website
• If you use WordPress, paste it into a page or post
• Contact your web developer if you need help

Step 8: Monitoring Results (Submissions Tab)

Viewing Your Leads

Click the Submissions tab to see:

• Who filled out your form
• When they submitted it
• What information they provided
• Contact details for follow-up

Next Steps

Once you're comfortable with basic forms, explore:

• Multi-step forms for better conversion rates
• Conditional logic to show/hide fields based on answers
• Integration with automations for advanced follow-up sequences
• A/B testing different form versions

Remember, your first form doesn't need to be perfect. Start simple, test it, and improve over time based on how your visitors interact with it. The most important thing is to start capturing leads and building relationships with your prospects!