Global Settings for Forms, Surveys, and Quizzes

TL;DR

Global settings are now available for Forms, Surveys, and Quizzes. Users can set preferred defaults and manage common settings for these items.

Who this affects

HighLevel has not confirmed who is affected by this update. This feature may impact all users who create or manage Forms, Surveys, or Quizzes within HighLevel. It is unknown if this feature is limited to specific plan levels or sub-account types.

What changed

Global settings are now available for Forms, Surveys, and Quizzes. This means users can set system-wide preferences for how these elements behave.

Specifically, users can:

• Set preferred default settings for Forms, Surveys, and Quizzes.
• Manage settings like Sticky Contacts for Forms, Surveys, and Quizzes.
• Manage settings related to submission PDFs for Forms, Surveys, and Quizzes.

HighLevel has not confirmed any limits or plan gating associated with this feature. The rollout status is also unknown.

Where to find it

HighLevel has not confirmed the exact location of these new global settings within the product. Based on the functionality described, these settings are likely to be found in a central administration area, possibly under a main settings menu or a dedicated section for Forms, Surveys, and Quizzes management.

How agencies will use this

Agencies can use these global settings to streamline their setup process and maintain consistency across client accounts. For example, an agency that always wants to enable Sticky Contacts for lead generation forms can set this as a global default. This ensures every new form created within any sub-account automatically inherits this setting. Similarly, if an agency commonly provides PDF copies of survey submissions to clients, they can set the submission PDF generation as a default. This reduces the manual effort of configuring each form or survey individually. This is useful when creating new forms and surveys from scratch or when importing them from snapshots, as the base settings would be pre-configured to the agency's best practices, saving time and reducing errors for their team members.

Our take

This is a standard new feature. It offers convenience by allowing users to set defaults for Forms, Surveys, and Quizzes, which can save time on setup. HighLevel has not confirmed the full significance of this update, but it appears to be a quality-of-life improvement rather than a major functional change.