{"id":1693,"date":"2026-03-27T12:00:52","date_gmt":"2026-03-27T12:00:52","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&p=1693"},"modified":"2026-03-27T13:05:41","modified_gmt":"2026-03-27T13:05:41","password":"","slug":"create-forms-surveys-inside-the-site-builder","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/create-forms-surveys-inside-the-site-builder\/","title":{"rendered":"Create Forms & Surveys Inside the Site Builder"},"content":{"rendered":"

Discover a faster way to build and manage forms and surveys directly inside OneSystemCRM Funnel and Website builders. Stay in your design flow with a large, in\u2011builder editor, reuse existing assets with the Form Picker, and launch faster with curated templates. Enable payments on order-style forms, track results, and keep everything organized for easy reuse.<\/p>\n

What is Forms & Surveys in Funnel & Website Builder?<\/strong><\/h1>\n

Forms & Surveys in OneSystemCRM provides an in\u2011builder experience for creating, adding, and managing forms or surveys without leaving your funnel or website canvas. Build new forms in a large modal editor, add existing assets with the Form Picker, customize fields and design, and keep everything centrally organized for reuse across funnels, websites, webinars, and e\u2011commerce stores.<\/p>\n

\n

Key Benefits of Forms & Surveys in Funnel & Website Builder<\/strong><\/h2>\n

Understanding the benefits helps you decide when to create new assets versus reusing existing ones, how to move faster during page building, and where to manage submissions and performance.<\/p>\n

    \n
  • Speed inside the builder:<\/strong> Work in a large, in\u2011context editor without switching tabs, so you keep momentum while designing pages.<\/li>\n
  • Reuse existing assets:<\/strong>\u00a0Add any existing form or survey through the\u00a0Form Picker<\/strong>, keeping branding and logic consistent across pages.<\/li>\n
  • Template jump\u2011starts:<\/strong> Start from curated, theme\u2011based templates (Application, Contact, Donation, Order, Registration, Request, Subscribe) to avoid building from scratch.<\/li>\n
  • One\u2011click editing:<\/strong> Drag a form\/survey onto the canvas and open the editor instantly to refine fields, styles, and behavior.<\/li>\n
  • Unified management:<\/strong> Every new or added asset is automatically collected in a central list, making it easy to find, duplicate, and reuse.<\/li>\n
  • \n

    Payments on forms:<\/strong>\u00a0Use order\u2011style templates with the Payment element to sell products or accept donations directly from your form.<\/p>\n<\/li>\n<\/ul>\n

    \n

    Prebuilt Form Templates vs. Themes<\/strong><\/h2>\n

    Templates provide ready\u2011made form structures (e.g., Order or Contact), while\u00a0Themes<\/strong>\u00a0are visual presets for styling. Choosing the right starting point speeds up build time, and understanding the difference prevents accidental overwrites.<\/p>\n

      \n
    • Templates (structure):<\/strong>\u00a0Application, Contact, Donation, Order, Registration, Request, Subscribe. Customize fields and settings as needed.<\/li>\n
    • Themes (visual styles):<\/strong>\u00a0Quickly apply a look; note that switching Themes replaces current style changes.<\/li>\n<\/ul>\n

      <\/p>\n

      \n

      Form Picker<\/strong><\/h2>\n

      The Form Picker lets you reuse existing forms or surveys across multiple funnels and websites, keeping experiences consistent and measurable.<\/p>\n

        \n
      • Search, preview, and select any existing asset.<\/li>\n
      • \n

        On selection, you can drag it to the canvas and open\u00a0Edit<\/strong>\u00a0for one\u2011click customization.<\/p>\n<\/li>\n<\/ul>\n

        <\/h2>\n
        \n

        Unified Management (List View)<\/strong><\/h2>\n

        Forms and surveys you create or add are automatically surfaced in a unified list, making it easy to find, duplicate, and reuse across your account\u2019s assets.<\/p>\n

          \n
        • Single source of truth:<\/strong>\u00a0Forms and surveys created from the Funnel or Website Builder also appear under\u00a0Sites \u2192 Forms \u2192 Builder<\/strong>\u00a0and\u00a0Sites \u2192 Surveys\u00a0\u2192 Builder<\/strong>, and can be selected via the\u00a0Form Picker<\/strong>.<\/li>\n
        • View all assets, search, and optionally duplicate for variations.<\/li>\n
        • \n

          Keep naming conventions consistent for accurate analytics and reuse.<\/p>\n<\/li>\n<\/ul>\n

          \n

          Design Controls (Right Sidebar)<\/strong><\/h2>\n

          The right sidebar of the Form\/Survey Builder centralizes design and behavior controls, so you can quickly adjust presentation and advanced settings.<\/p>\n

            \n
          • Fields:<\/strong> Add, remove, and reorder fields; map to custom fields where needed.<\/li>\n
          • Styles:<\/strong> Fonts, spacing, borders, backgrounds, and button styles.<\/li>\n
          • \n

            Advanced:<\/strong>\u00a0Confirmation behavior, redirects, logic (survey\u2011specific), tracking, and other options.<\/p>\n<\/li>\n<\/ul>\n

            <\/p>\n

            \n

            How To Set Up Forms & Surveys in Funnel & Website Builder<\/strong><\/h2>\n

            Proper setup ensures you can create or reuse assets quickly, customize them in context, and verify they capture submissions and payments correctly. These steps apply from both\u00a0Funnel Builder<\/strong>\u00a0and\u00a0Website Builder<\/strong>.<\/p>\n

              \n
            1. \n

              Open the Builder (Funnel or Website):<\/u><\/strong>
              \n<\/u>
              \nFrom\u00a0Funnel Builder<\/strong>: Open your funnel \u2192 select a step \u2192 enter the editor.
              \nFrom\u00a0Website Builder<\/strong>: Open your website \u2192 choose a page \u2192 enter the editor.
              \nNote:<\/strong>\u00a0The Forms & Surveys experience is also available in Webinar and E\u2011commerce Store builders.<\/p>\n

              <\/li>\n

            2. Open Your Forms & Surveys (left sidebar):<\/u><\/strong>Choose\u00a0Create New<\/strong>\u00a0(build from scratch), Choose any\u00a0Prebuilt Form\/Survey Categories<\/strong>\u00a0or\u00a0Add Existing<\/strong>\u00a0(launch the\u00a0Form Picker<\/strong>).
              \nD<\/strong>rag-and-drop<\/strong>\u00a0a new or existing form into your funnel<\/p>\n

              <\/li>\n

            3. Create or Modify a Form or survey:<\/u><\/strong>
              \n<\/u>
              \nCreate New:<\/strong>\u00a0Opens a large\u00a090% pop-up<\/strong>\u00a0Form\/Survey Builder modal where you can add fields, customize design, and save.<\/p>\n

              Add\/Edit Existing:<\/strong>\u00a0Launches the\u00a0Form Picker<\/strong>\u00a0to search and select previously created assets.<\/p>\n

              <\/li>\n

            4. \n

              Save & Test:<\/u><\/strong><\/p>\n

              Save your page, then preview to submit a test entry. Confirm submissions appear where expected (Sites\u00a0\u2192\u00a0<\/span>Forms\/Surveys \u2192 Submissions).<\/li>\n<\/ol>\n

              \n

              Frequently Asked Questions<\/strong><\/h2>\n

              Q: Can I customize the prebuilt templates?<\/strong>
              \nYes. Start from any template, then modify fields, styles, and behaviors in the large in\u2011builder editor.<\/p>\n

              Q: What\u2019s the difference between Templates and Themes?<\/strong>
              \nTemplates are starting structures (e.g., Order, Contact). Themes are visual presets. Switching Themes replaces existing style changes.<\/p>\n

              Q: How do I accept payments on a form?<\/strong>
              \nUse an Order\u2011style template, add the Payment element, and connect a supported gateway. Configure products in Products, then test before going live.<\/p>\n

              Q: Where do submissions and analytics appear?<\/strong>
              \nView entries under\u00a0Sites\u00a0<\/strong>\u2192<\/strong>\u00a0<\/span>Forms \u2192 Submissions<\/strong>\u00a0or\u00a0Sites\u00a0<\/strong>\u2192\u00a0<\/strong><\/span>Surveys \u2192 Submissions<\/strong>. For performance, open\u00a0Analytics<\/strong>\u00a0to track conversion and drop\u2011off.<\/p>\n

              Q: Can I convert a form to a survey (or the reverse)?<\/strong>
              \nConverting types isn\u2019t supported. Duplicate and rebuild in the other format to preserve data integrity.<\/p>\n

              Q: Do manual payment methods appear on order forms?<\/strong>
              \nIf enabled in your payment settings, manual methods (like Cash on Delivery) can appear on applicable forms.<\/p>\n","protected":false},"excerpt":{"rendered":"

              Discover a faster way to build and manage forms and surveys directly inside OneSystemCRM Funnel and Website builders. Stay in […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[89],"doc_tag":[],"class_list":["post-1693","docs","type-docs","status-publish","hentry","doc_category-funnel-website-settings"],"year_month":"2026-07","word_count":897,"total_views":"13","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Funnel & Website Settings","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/funnel-website-settings\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1693","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=1693"}],"version-history":[{"count":2,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1693\/revisions"}],"predecessor-version":[{"id":1706,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1693\/revisions\/1706"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=1693"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=1693"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=1693"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}