Practice task
Build a Lead Capture FormGumawa ng Lead Capture Form
GoalLayunin
Build a new-patient inquiry form that writes to the dental field set from the previous task.Gumawa ng new-patient inquiry form na sumusulat sa dental field set mula sa nakaraang task.
What you needAno ang kailangan mo
- The lesson:Ang lesson: Forms and Field MappingForms at Field Mapping (Module 3)
- Access to a GoHighLevel sub-account you're allowed to build inAccess sa GoHighLevel sub-account na pinapayagan kang mag-build
- About 20 minutesMga 20 minuto
Requirements
Tick them off as you go. Your ticks are saved in this browser.I-tsek habang ginagawa mo. Naka-save ang mga tsek mo sa browser na 'to.
Reveal the walkthroughIpakita ang walkthrough
Awaiting hands-on verification. The concepts here are sound, but the click-by-click steps have not yet been re-walked in a live GoHighLevel sub-account. GoHighLevel changes often, so a menu name or screen may differ from what you see. Flagged rather than presented as verified.
Walkthrough
- Write the mapping first. First name → first name; Phone → phone; Email → email; Branch → Preferred branch; New or returning → Patient type; Treatments → Treatments of interest.
- Create the form (usually Sites → Forms) and name it New patient inquiry.
- Add standard fields for name, phone and email.
- Add your custom fields from the custom field list — don’t create new ones.
- Set required: first name, phone, preferred branch.
- Set the on-submit message: “Thanks! Our front desk will call you within one business day to book your visit.”
- Save, open the share/preview link, and submit it with your own details.
- Open the new contact and check every field.
If a field is empty on the contact
That question isn’t mapped to the field you think it is. Open the form, click the question, and check which field it writes to.
If you see a new field in Settings you didn’t plan
The form builder created it. Delete the duplicate (only if nothing else uses it), then re-add the question using your existing field.
Walkthrough, isa-isa
- Isulat muna ang mapping. First name → first name; Phone → phone; Email → email; Branch → Preferred branch; Bago o balik → Patient type; Treatments → Treatments of interest.
- Gawin ang form (kadalasan Sites → Forms) at pangalanang New patient inquiry.
- Idagdag ang standard fields para sa name, phone at email.
- Idagdag ang custom fields mo mula sa listahan ng custom fields — huwag gumawa ng bago.
- I-set ang required: first name, phone, preferred branch.
- I-set ang on-submit message: “Salamat! Tatawagan ka ng front desk namin sa loob ng isang business day para i-book ang visit mo.”
- I-save, buksan ang share/preview link, at i-submit gamit ang sarili mong details.
- Buksan ang bagong contact at i-check ang bawat field.
Kung walang laman ang isang field sa contact
Hindi naka-map ang tanong na ‘yon sa field na inaakala mo. Buksan ang form, i-click ang tanong, at i-check kung aling field ang sinusulatan nito.
Kung may bagong field sa Settings na hindi mo pinlano
Ang form builder ang gumawa niyan. I-delete ang duplicate (kung walang ibang gumagamit lang), tapos idagdag ulit ang tanong gamit ang existing field mo.
Success criteria
How you know it worked.Paano mo malalaman na gumana.