Forms & Funnels

Forms & Funnels

Collect sign-ups, intake answers, applications, waivers and feedback, and turn a form into a funnel that takes someone from a free download to a paid offering.

Audience → Forms & Funnels: "Gather information from your community." A form is a page of questions with its own link. Every submission is saved on the form, and the person behind it joins your audience so you can follow up. Put a form behind a free download, a button on your portal, a landing page or an offering, and it becomes the first step of a funnel.

Two types of form

You choose the type when you create the form. It can't be changed afterwards, so pick the one that matches the job.

Lead FormCustom Form
In the dashboard"Lead forms collect contact information from your community""Custom forms allow you to create questions and gather custom responses"
QuestionsFixed: First Name, Last Name, Email address and Phone Number, all required. You can't add more.Your own questions, in any order, after a contact block you set to Required, Optional or Anonymous
Submissions are calledLeadsResponses
Free download (Landing Page tab)YesNo
Automatic email after submissionOnly the free-download emailAny email you write, from the Automation tab
Can be required before booking or buyingNoYes
Behind a Get updates button on your portalYesNo
Its own audience in announcementsYes: "Leads from [form] form"No
Use it forNewsletter, launch list, freebie sign-ups, "keep me posted"Intake, applications, consent and waivers, surveys, feedback

Not sure? If all you need is someone's name and email, use a Lead Form. If you need to ask anything else, use a Custom Form.

What a funnel is in Soul

A funnel is the path someone takes from first hearing about you to becoming a client. Soul doesn't have a separate funnel builder. You build one by connecting pieces you already have:

  1. A way in: a link in your bio, an AutoDM reply, a landing page, or a Get updates button on your portal.
  2. A reason to sign up: a free guide or meditation attached to a lead form, delivered the moment they submit.
  3. A record of who they are: every submission lands on the form and in Audience → People.
  4. A follow-up: an announcement to "Leads from [form] form", or an automatic email from a custom form.
  5. The next step: a session, event, course or membership, with a custom form required before they book or buy if you need one.

See Plan a funnel from first visit to first booking for a worked example.

When to use forms vs other tools

If you want…Use
Emails in exchange for a free guideA lead form with a free download
A sign-up button on your portalA lead form behind a Get updates button
Questions before a session, event, purchase or membershipA custom form required before that offering
A signed waiver or consentA custom form with a Signature or consent question
Honest feedback after a programAn anonymous custom form
A free download that unlocks on the item's own pageA Content Library lead magnet
A designed sales page with a form on itA landing page with your form embedded
Open discussion with membersYour community

Where it lives

Audience → Forms & Funnels lists every form with a Lead or Custom pill and the date it was created. Search the list, or filter it with All, Lead and Custom (each shows a count). Each row has a share button that copies the form's link, and a ⋯ menu with Edit, Copy Link and Delete.

Click a form to open it. The header shows its title and description, with:

  • ⋯: Edit title & description, and Delete.
  • Preview: opens the live form in a new tab.
  • Share: copies the form's link.

Then the tabs:

TabWhat you do there
QuestionsLead forms: see the four fixed fields. Custom forms: set the contact requirement, then add, edit, duplicate, delete and drag questions into order.
Leads (lead forms)Everyone who signed up. Add Lead, edit or delete a lead, open one to add a Creator Note, Download as CSV.
Responses (custom forms)Every submission. Search, See Answers, Schedule a 1:1 session, delete, Export Responses.
Landing Page (lead forms)Turn the form page into an opt-in page with a headline, image and a free download.
Automation (custom forms)"Automate actions after someone submits this form." Send them an email.

Guides

Create and manage forms

Create, rename, preview, share and delete forms.

Question types

Every question type, and what respondents see.

Leads and responses

Read, export and follow up on submissions.

Share and embed a form

Every place a form can appear.

Plan a funnel

From first visit to first booking.

Build a lead funnel with a freebie

An opt-in page that delivers a free download.

Capture leads from your portal

Add a Get updates button.

Build an intake or application form

Ask questions before someone books, buys or subscribes.

Collect a waiver or consent

Terms, a required "Yes" and a signature.

Run a feedback survey

Ratings and honest answers, anonymous if you like.

Follow up automatically

Emails that go out when someone submits.

Limits and good-to-knows

  • The form type is fixed once created. To switch, create a new form of the other type.
  • No file or photo uploads. Ask for a link instead (Google Drive, Dropbox, an Instagram post).
  • No logic or branching: everyone sees every question, in order.
  • You can't change the thank-you message or send people to another page after they submit.
  • One form per offering. Attaching a new form to an offering replaces the old one.
  • Only custom forms can be required before checkout or booking.
  • Soul doesn't email you for each new submission. Check the Leads or Responses tab, or Audience → People.
  • Deleting a form can't be undone. Download its leads or responses first.
  • Test every form yourself before you share it. If it can't be submitted, you lose those sign-ups.

You can also ask Soul AI to build a form: describe what you want to ask and it drafts the questions for you to approve.