This video introduces the Sites section of the GoHighLevel instance, which contains the marketing assets used to generate new leads and fill the pipelines covered in the previous video.
There are three core asset types inside the Sites section, each organized by patient journey (Advanced Care, General Dentistry, Specialty):
1. Funnels — Pre-built landing page + thank you page templates used to capture leads with offers.
2. Forms — Lead capture forms tied to each landing page.
3. Surveys — Longer questionnaires (like the Dental Implant Survey) used to qualify higher-ticket leads.
Each landing page is a fully editable drag-and-drop template — copy, video, images, colors, and logos can all be swapped out. Together, these assets serve as the digital marketing toolkit used to run individual campaigns and feed leads into the appropriate pipeline.
Location: Sites → Funnels → [Patient Journey Folder]
Funnels are pre-built landing page templates used to market offers and collect leads.
Steps
1. Navigate to Sites → Funnels.
2. Open the appropriate journey folder (e.g., General Dentistry Funnels).
3. Click into a specific funnel (e.g., Dental Cleaning Offer).
4. Each funnel contains two pages:
a. Opt-In Landing Page — Where leads land and convert
b. Thank You Page — Displayed after the form is submitted
Editing a Landing Page
1. Toggle to the page you want to edit (landing or thank you).
2. Click Edit to open the drag-and-drop builder.
3. Customize any of the following:
a. Copy (click directly on text to edit)
b. Videos (replace or add)
c. Images (logo, hero image, gallery)
d. Colors and styling
e. Form placement
Notes
1. Every component on the page is interchangeable and brandable.
2. The client's logo will appear in its designated location once branding is applied.
3. Landing pages should be customized per client before launching any campaign.
Location: Sites → Forms → [Patient Journey Folder]
Every funnel landing page has a corresponding form that captures the lead's information.
Steps
1. Navigate to Sites → Forms.
2. Open the appropriate journey folder (e.g., General Dentistry).
3. Locate the form associated with the landing page you're working on (e.g., Dental Cleaning Offer form).
4. Click into the form to edit:
a. Fields
b. Field labels
c. Required fields
d. Styling
e. Confirmation behavior
Notes
1. Forms are pre-matched to their landing pages — you don't need to create new forms from scratch.
2. Form submissions trigger the workflow that creates the contact and adds them to the pipeline.
Location: Sites → Surveys → [Patient Journey Folder]
Surveys are longer questionnaires used when more information is needed to qualify a lead — most often for higher-ticket procedures.
Example
Dental Implant Survey — Collects extra detail (timing, budget, condition of teeth, etc.) to better qualify leads before they're booked.
When to Use a Survey vs. a Form
Offer is low-ticket or routine (cleaning, whitening) → Offer is high-ticket (implants, smile makeover, sedation)
Goal is maximum conversion volume → Goal is lead quality and pre-qualification
You only need basic contact info → You need detailed answers to filter serious buyers
Steps
1. Navigate to Sites → Surveys.
2. Open the relevant journey folder.
3. Click into the survey to edit questions, logic, and required fields.
Every Funnel, Form, and Survey is filed under its corresponding patient journey.
This makes it easy to:
1. Locate the right asset for each campaign type
2. Maintain clear separation between general, advanced, and B2B initiatives
3. Keep reporting clean and attribution simple
Quick Reference
Asset - PurposeLocation
Funnels - Landing pages with offers - Sites → Funnels
Forms - Quick-capture lead intake - Sites → Forms
Surveys - Deeper qualification for high-ticket offers - Sites → Surveys
Key Phrase to Remember: Funnels, Forms, and Surveys — each organized by customer journey.