Getting Started (START HERE)

Welcome. In this guide you'll get your ROASForm live in the next 10 minutes.

Step 1) Create your first sub-account (think of it like a workspace)

Give it a name that makes sense to you, usually your business or client name.

Each sub-account stores all your related data, such as forms, leads, booked calls, funnel and form analytics, split tests, and more.

👉 One ROASForm sub-account can only be connected to one GoHighLevel sub-account

If you manage multiple clients or GHL sub-accounts, upgrade to the Agency plan to create additional sub-accounts.

Step 2) Connect your GoHighLevel CRM

Connecting your GoHighLevel will allow you to automatically push leads and their data straight into GoHighLevel.

Also, you will be able to pull in your calendar timeslots from GoHighLevel, meaning leads can schedule calls without ever leaving your form! They will not be forced to re-enter all their contact info, or load a separate calendar page just to book a call. This is what makes ROASForm so powerful!

Step 3) Create your first form

Create your first form, then click Add Content to start adding content or questions to your form.

At minimum make sure to add a name, email, and a phone number question.
We recommend using the right-side panel to set them as Required.

Step 4) Add an ‘Ending’ path for qualified leads

For qualified leads, you will likely want to show a calendar widget to allow them to book a call.

• On the bottom left Endings section, click the + icon.

• Choose your ending type (e.g. Calendar Widget) and select a Lead Qualification status

• On the right side panel, click Calendar Settings and pick which GoHighLevel Calendar time slots you want to pull in.

• Configure any additional desired settings on the right side panel, such as what to do after someone schedules a call.
  

Step 5) Add an ‘Ending’ path for unqualified leads

For unqualified leads, you will likely want to show a thank-you message or redirect them to a URL.

• On the bottom left Endings section, click the + icon.

• Choose your ending type (e.g. Redirect or Success Message) and select a Lead Qualification status

• Click into the content to edit any of the text.

• Configure any additional desired settings on the right side panel

Step 6) Set up logic to route leads to the correct Ending path

On the top-center navigation bar, click Logic.
Add conditional logic so that based on the answers provided, you qualify/disqualify them and they reach the appropriate Ending path.

Step 7) Map your fields to GoHighLevel

From the Builder tab, go through each question and map the field to a corresponding standard or custom field in GoHighLevel.

If you haven’t already, you may need to create Custom Fields in your GoHighLevel first in order for them to show up here.

Step 8) Spice up your form! Pick your form skin and design colors.

Step 9) Publish and share your form

Click Publish in the top right corner of the builder, then click the share icon next to it to copy your form link or embed code. See How to Embed Your Form on a Website.