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How To Use Forms, Surveys And Calendars In Funnels

This tutorial will 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. Or, you can 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 can add it to 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, or a form. 

 

  • Navigate to the left “Settings” menu in the Funnel Builder. Here you’ll see a “General” and “Advanced” tab for any customizable features within the highlighted element.
    • NOTE: There is a CSS section where you can add 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 NicheFit) appears, redirect action, and more.
  • NOTE: The redirect action is especially important as it tells NicheFit where to direct someone after submitting the form. 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 clicks 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 only hides the automatic country flag populated next to the phone number.
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