The front door: form and page

Result

Your business has a front door anyone can open from a link, with a clear sign of which messages each person agrees to.

Estimated time

50 minutes

Cost

US$ 0. A domain, if you use one, is paid for separately.

Analogy

Step-by-step guide

Menu paths are shown as they appear in the English interface, with the Spanish name in parentheses for teams that work in Spanish. Everything happens inside your sub-account. You'll use the "Service of interest" field from mission 6. In the Spanish interface the builder is translated (Editar, Configuración, Envíos…), but the elements in the «Elemento de formulario» panel stay in English (T & C, Phone…), except Text, which shows up mistranslated as «Enviar mensaje d…».

1. 01

   Decide what comes through the door

   Fields: name, email, phone and "Service of interest." Ask only for what you'll use.

   Consent checkboxes: one per purpose and per channel. For the practice account: appointment reminders by text, promotions by text and promotions by email.

   All three are unchecked and optional: the form can be submitted without checking any.

   Key points

   • For HighLevel and the carriers, having someone's phone number isn't permission to text them. Permission is the box the person checked.
   • Keeping reminders separate from promotions is a HighLevel rule for texting in the U.S. AXIS applies it everywhere: each person chooses what they receive.

   Source: F4, F5

2. 02

   Build the form

   Sites → Forms → + Create formCopy path

   In a Spanish-language account: Sitios → Formularios → (botón para crear un formulario)

   Open Sites → Forms and choose + Create form. HighLevel instantly creates a form called "Form 0" and opens the builder. Rename it at the top, where it says "Form 0": "Contact form AX-7K2Q."

   The new form already includes First Name, Last Name, Phone and Email. The last two come required.

   It also includes one T & C element with two checkboxes in English: T & C 1, for non-marketing texts, and T & C 2, for marketing texts. Their texts carry unfilled placeholders like "[BUSINESS NAME]" and "[USE_CASE_FROM_CAMPAIGN_DESCRIPTION]," and a "Privacy Policy | Terms of Service" footer appears below.

   Select the T & C element to see its settings. It has a single Required setting for both boxes, unchecked by default: make sure it stays that way. There's no option to pre-check them.

   Replace both texts with the ones in step 3: T & C 1 gets the reminders text and T & C 2 the text-promotions one. Each checkbox has its own editor, with a button for adding links.

   Add "Service of interest" from the Form Element panel, Add Object Fields tab.

   For email promotions, create a custom field in the builder of type Checkbox, with a single option.

   At the bottom, add a Text element (the panel's Customized section) with your code, like Ref. AX-7K2Q. Keep it until mission 12 is verified, then delete it.

   Under Settings → On Submit, write the thank-you message: "Thanks, we'll get back to you today." Save with Save, at the top.

   Key points

   • Making the phone required is allowed. What can't be required is checking the messages box.
   • The T & C element's single Required setting covers both boxes: check it and both become required. Leave it unchecked.
   • The builder's tabs are Edit, Settings, Submissions, Notifications and Analytics. Preview, Integrate and Save sit at the top.

   Source: F1, F2, F3, F7

3. 03

   Write the sign

   Reminders: "I agree to receive appointment messages (confirmations and reminders) from Alba Studio at the number provided. Message frequency varies. Message and data rates may apply. Reply HELP for help and STOP to opt out."

   Promotions by text: "I agree to receive promotional text messages from Alba Studio at the number provided. Message frequency varies. Message and data rates may apply. Reply HELP for help and STOP to opt out. Consent is not a condition of purchase."

   Promotions by email: "I agree to receive promotional emails from Alba Studio. I can unsubscribe at any time."

   If you're practicing with your own business, replace Alba Studio with its name in all three texts.

   The footer links, "Privacy Policy" and "Terms of Service," point to https://www.example.com. The public sees that footer as is, just like the checkbox placeholders if you don't replace them. Today, delete it or swap in your own links: never leave an example link.

   If you already have a privacy policy and terms, those are the footer links. You don't need them today to practice with test data. Before a real person fills out the form, in mission 12 at the latest, you link your privacy policy. HighLevel also requires both before a texting campaign (lesson I.4.3). You'll build a minimal one in mission 12.

   Key points

   • Carriers reject texting campaigns for pre-checked boxes, for mixing marketing with notices, or for required consent. Getting it right today saves you that rejection.
   • In the EU, a pre-checked box isn't valid consent. AXIS asks for explicit consent everywhere, because it holds up in every market.

   Source: F4, F6, F15, F16

4. 04

   Put it on a page

   Sites → Funnels → New Funnel → From BlankCopy path

   In a Spanish-language account: Sitios → Embudos → Nuevo embudo → En blanco

   Open Sites → Funnels, choose New Funnel and then From Blank. Keep a single step.

   On the page, add a headline with the business name and drag in your form.

   Save and use the preview to see how it looks.

   If your domain is already connected for sites under Settings → Domains & URL Redirects, publish. If not, leave the page saved: publishing would ask you for a domain. You'll connect it and publish in lesson I.3.3.

   Key points

   • The door doesn't need a house to open: the form has its own public link, which works without a domain. You'll use it in the next step.

   Source: F10, F11, F12, F13

   Contact form AX-7K2Q

   Name

   Email

   Phone

   Service of interest

   ☐ Appointment reminders by textT & C 1 · optional, unchecked

   ☐ Promotions by textT & C 2 · optional, unchecked

   ☐ Promotions by emailCheckbox · optional, unchecked

   Public linkIntegrate → Copy Form Link · opens without logging in

   Saved pagePublished once you have a domain (lesson I.3.3)

   Sites → Forms

5. 05

   Share the door and test it

   Sites → Forms → (your form) → Integrate → Copy Form LinkCopy path

   In a Spanish-language account: Sitios → Formularios → (tu formulario) → Integrar → (enlace del formulario)

   In your form, choose Integrate and copy the direct link with Copy Form Link.

   The link looks like https://api.leadconnectorhq.com/widget/form/<ID> and opens without logging in.

   Open it in a private browser window, without your login.

   Fill it in as Test AX-7K2Q, with an example email like test.ax7k2q@example.com. For the phone, use yours, never a made-up one. Check only the reminders box and leave the promotion boxes empty.

   Submit and check the entry under Sites → Forms → Submissions. The new contact also shows up in Contacts.

   Key points

   • Always test in a private window. If the browser remembers your details, later entries can overwrite the same contact.
   • The Share option in the forms list doesn't give you the link: it copies the form to another sub-account.
   • Don't use the preview address as your public link: HighLevel doesn't document it as public or stable.

   Source: F9, F8, F14

Interactive

The sign before you open the door

This interactive is used inside your AXIS account.

If it breaks

The mistakes that repeat most, and the way out.