GoHighLevel Form and Survey Right Sidebar Guide
If you are moving from tools like ClickUp into building funnels and automation, understanding the GoHighLevel form and survey builder is essential. This guide explains how to use the right sidebar in the builder so you can quickly manage fields, update settings, and style your forms and surveys without confusion.
The right sidebar in the form and survey builder is where you control field content, appearance, and behavior. Each time you select a field or element on the canvas, its options appear in this panel, allowing you to configure your form or survey step by step.
Overview of the GoHighLevel Form Builder Right Sidebar
In the GoHighLevel form and survey builder, the right sidebar is context-sensitive. It changes based on the element you have selected in the main editor. This makes it easy to configure each field without leaving the builder.
Broadly, you will see configuration areas for:
- Field label and placeholder
- Required and validation options
- Field-specific settings (such as options for radio buttons or dropdowns)
- Advanced settings like custom CSS classes and pre-population
Learning how each section behaves will help you create clean, user-friendly experiences inside GoHighLevel.
How to Access the GoHighLevel Right Sidebar
Follow these steps to open and use the right sidebar in the form and survey builder:
- Open your form or survey: From your GoHighLevel dashboard, navigate to the form or survey builder and choose the asset you want to edit.
- Select a field on the canvas: Click any existing field, such as Name, Email, or a custom field, or drag a new field from the left panel onto the canvas.
- View the right sidebar: Once a field is selected, the right sidebar automatically updates to show configuration options for that field.
- Edit settings: Adjust labels, placeholders, validations, and other options directly in the sidebar.
The sidebar will continue to update each time you switch between fields, so you always see the settings that match your current selection.
Field Configuration in GoHighLevel Right Sidebar
When you click a field in the GoHighLevel builder, the right sidebar shows basic configuration options. These typically include:
- Label: The text that appears above or next to the field. You can rename it to match your offer or survey question.
- Placeholder: Light, instructional text inside the input area (for example, “Enter your email”).
- Required toggle: Make the field mandatory or optional.
- Help text or description: Add a short note to explain what you are asking for, improving clarity and conversions.
Always review these options for each field so your GoHighLevel forms and surveys collect exactly the data you need.
Using Advanced Field Settings in GoHighLevel
Some fields display advanced settings in the right sidebar. Common advanced options include:
- Custom CSS classes: Add your own class names to target fields with custom styling via CSS.
- Pre-population or default values: Set initial values to speed up completion for the user.
- Field mapping: Map the field to a specific contact property or custom field for accurate data storage.
These advanced settings allow you to integrate your GoHighLevel forms tightly with your CRM and automations.
Managing Options for Selectable Fields in GoHighLevel
For fields such as radio buttons, checkboxes, and dropdowns, the right sidebar gives you dedicated controls to manage choices.
Editing Radio Button and Checkbox Options
When you select a radio or checkbox field, you will see an area in the right sidebar where you can:
- Add new options
- Rename existing options
- Reorder options if needed
- Delete options you no longer use
Use these controls to keep your GoHighLevel surveys and forms clear and focused on the responses you want.
Configuring Dropdown Fields in GoHighLevel
Dropdown fields are managed similarly in the right sidebar:
- Define each dropdown option line by line
- Set default selected values if needed
- Ensure option labels are concise and easy to understand
Clean option management in the sidebar keeps your users from feeling overwhelmed by too many or unclear choices.
Layout and Styling Controls in GoHighLevel Sidebar
Depending on the version and layout options available in your account, the right sidebar can also help with layout and styling choices for form fields.
Common layout and style settings you may see include:
- Field width: Adjust how much horizontal space a field occupies (for example, full width vs. half-width columns).
- Alignment: Control how elements align inside the form (such as left or center alignment).
- Spacing: Configure margins or padding to create visual breathing room between fields.
By tuning these elements in the GoHighLevel sidebar, you can create forms that are both visually appealing and easy to complete.
Best Practices for Using the GoHighLevel Right Sidebar
To get consistent results from the form and survey builder, consider the following best practices:
- Configure fields immediately: Each time you add a new field, set its label, placeholder, and required status before moving on.
- Keep labels clear and simple: Use straightforward language so users know exactly what information is required.
- Use help text strategically: Add clarifying notes in the right sidebar only where users might have questions.
- Test your form: After editing, preview the form and complete it as if you were a user to confirm that labels, required settings, and options work as intended.
Following these patterns ensures your GoHighLevel forms collect high-quality data and provide a smooth user experience.
Where to Learn More About GoHighLevel Forms
If you need deeper technical support or want to see the original product documentation that this how-to is based on, you can review the official help center article here: Right Sidebar in Form and Survey Builder.
For strategic help implementing funnels, automations, and CRM workflows built around your forms, you can also visit Consultevo for consulting resources and implementation guidance.
Summary: Mastering the GoHighLevel Right Sidebar
The right sidebar in the GoHighLevel form and survey builder is your central control panel for field behavior, labels, options, and layout. By learning how to adjust each field through this panel, you can build forms and surveys that are clearer, more effective, and better connected to your CRM data.
Use the sidebar to manage content, handle advanced options, and refine layout so every form you publish supports your broader GoHighLevel workflows and marketing campaigns.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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