Build powerful forms and surveys

SalesEdge.io Launches Seamless Drag-and-Drop Forms & Surveys in Funnel and Website Builder

September 05, 20252 min read

We're excited to announce a powerful new update inside SalesEdge.io: You can now create and manage forms and surveys directly within the Funnel, Website, and E-commerce Builders — no more switching between tools or tabs.

This means building interactive, conversion-focused funnels just became easier than ever.

What’s New

A new “Forms & Surveys” tab is now available in the left panel of your builder dashboard. From there, you can add a form or survey with just a few clicks — whether you’re starting from scratch or choosing one you’ve already created.

Form builder screenshot

Here’s How It Helps

  1. Create in One View: Launch a new form or survey using a simple popup that takes up most of your screen — giving you room to focus without leaving your funnel or website.

  2. Reuse What Works: Add any existing form or survey from a dropdown picker. No need to rebuild the wheel.

  3. Jumpstart with Templates: Start fast with prebuilt form categories like Application, Contact, Donation, Order, Registration, Request, and Subscribe.

  4. Drag. Drop. Done: Just drag a form into your page, customize it on the spot, and hit publish.

  5. All in One Place: Every form or survey you create is stored centrally so you can reuse, tweak, or track it anytime.

How to Use It

  1. Open any funnel, website, or e-commerce page inside SalesEdge.io.

  2. Click “Forms & Surveys” in the left panel.

  3. Select “Create New” to build from scratch, or “Add Existing” to drop in something you've already made.

  4. If you're creating new, a large builder window will open for quick customization.

  5. Use prebuilt layouts, adjust fields, styling, and even payment options — all within one screen.

Why This Matters for Your Business

  1. Drag-and-drop editing makes it easy to design, test, and optimize your contact forms, applications, lead magnets, and more — all within your current workflow.

  2. These tools are fully integrated across funnels, websites, and e-commerce pages, so your data stays connected and organized in one place.


For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.

Jeremy DeMerchant is the founder for SalesEdge.io and the CEO of Permission To Sell Consulting Group. His passion for helping business owners increase their sales has allowed him to help clients from Santa Monica to Singapore.

Jeremy DeMerchant

Jeremy DeMerchant is the founder for SalesEdge.io and the CEO of Permission To Sell Consulting Group. His passion for helping business owners increase their sales has allowed him to help clients from Santa Monica to Singapore.

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