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Form and Survey Builder Opens in a Pop-Up Inside Funnel Builder

Forms and surveys now open in a 90% screen pop-up directly inside the Funnel Builder, allowing you to edit without leaving your funnel or opening a new tab.

Updated over 2 months ago

Who This Is For / When to Use

This update applies to users who:

  • Build funnels using forms or surveys

  • Edit form fields, styles, or themes frequently

  • Want a faster workflow without tab switching

Use this flow anytime you need to create or edit a form or survey inside a funnel.

What Changed

Previously, clicking Edit Form or Edit Survey opened the builder in a new browser tab.

Now, the Form Builder and Survey Builder open in a large modal (90% of the screen) directly inside the Funnel Builder.

This keeps your funnel context intact while editing.

Key Improvements

Embedded Editing Experience

  • Form Builder and Survey Builder open inside the Funnel Builder

  • No page reloads or external navigation

  • Modal covers approximately 90% of the screen

Faster Workflow

  • No tab switching

  • Save and return instantly to the same funnel step

  • Reduced load time when editing forms and surveys

Full Builder Access

Inside the pop-up, you can still:

  • Add fields using Quick Add

  • Configure Custom Fields

  • Apply Themes and Styles

  • Preview and save changes

All features remain fully available.

How to Open the Form or Survey Builder

  1. Open a funnel in the Funnel Builder.

  2. Click on a Form or Survey element on the page.

  3. In the right sidebar, click Edit Form or Edit Survey.

Editing in the Pop-Up Builder

After clicking Edit, the builder opens in a large modal overlay.

Within the pop-up, you can:

  • Add or rearrange fields

  • Switch themes

  • Adjust styling

  • Preview changes before saving

Saving and Returning to Your Funnel

  1. Click Save in the top-right corner of the pop-up.

  2. The modal closes automatically.

  3. You are returned to the same funnel step with changes applied.

No reloads or redirects occur.

Notes and Behavior

  • This embedded pop-up experience is enabled by default for all users

  • Applies to both Form Builder and Survey Builder

  • Designed to reduce friction and maintain focus while building

FAQ

Does this apply to both forms and surveys?

Yes. Both Form Builder and Survey Builder now open inside the Funnel Builder modal.

Do I lose any functionality in the pop-up?

No. All features available in the previous builder experience are still accessible.

Does this affect existing forms or surveys?

No. Existing forms and surveys work the same—only the editing experience has changed.

Will the builder still open in a new tab?

No. Editing now always opens in the embedded pop-up inside the Funnel Builder.

Can I preview before saving?

Yes. The Preview option is still available inside the modal.

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