FormWise Manual
Your FormWise Dashboard
  • Welcome
  • Book a 1-on-1 Onboarding Session
  • Core Features
    • Your Dashboard
    • OpenAI API Key
    • SmartForms
    • CoPilots
    • Toolsets
    • Login Mode & Monetization
      • Choose A Toolset To Monetize
      • Setting Up Stripe Payments
        • Login Mode Stripe FAQs
      • Setting Up Subscription Plans
        • Creating One Time Credit Add Ons
        • Pricing Your Tools Accordingly & Credit System in Login Mode
        • Customizing Individual Tool Credit Usage
        • Using Coupon Codes
      • Embedding Your Login Mode Toolset
      • What Your Users See
        • Your User History Settings
        • Your User Brand Voice Profile Settings (Login Mode)
        • Your User Saved Responses (Snippets) Feature
      • Login Mode FAQs
      • Importing Your FormWise AI Tool SaaS Templates
      • Editing Default Text And Internationalization
      • Migrating Existing Users
      • Using Webhooks For Login Mode User Sign Ups
  • Full Features
    • Intro To Prompt Chaining in FormWise
    • Advanced Prompt Chaining Guide
    • Using Front-End File Uploads in SmartForms
    • Using Backend Data Sources in SmartForms
    • Using Backend Data Sources in CoPilots
    • Using Front-End File Uploads in CoPilots
    • Web Searching
    • Web Crawling
    • Cached Input Responses (Toolsets)
    • Using Toolset Starter Packs
      • 📢 Digital Marketing Accelerator - Toolset Starter Pack
      • 🏪eCommerce A.I. Toolkit - Toolset Starter Pack
      • 📚 Blog Writing & SEO Toolkit – Toolset Starter Pack
      • 📚 Email Marketing Power Pack – Toolset Starter Pack
      • 📚 Course Creator’s Toolkit – Toolset Starter Pack
      • 📚 Real Estate Agent Success Toolkit – Toolset Starter Pack
      • 📚 Author & Writer A.I. Kit – Toolset Starter Pack
    • Sharing & Adding Toolsets
    • Auto Populate Fields In Your Tool URLs
    • Collaborators & Workspaces
    • Why Does My Copilot Not Sound Like ChatGPT (Yet)?
  • OpenAI's GPT Engines Overview
  • Using FormWise & HighLevel
    • HighLevel & FormWise
    • Full HighLevel Agency Plan Setup & Integration
    • Sending FormWise AI Responses to HighLevel Workflows via Webhook
  • Free Resources
    • Activate HighLevel CRM Subaccount
      • Activation Link
      • HighLevel CRM Training Tutorials
      • 🚚 Migrate Your Existing GHL Subaccount to FormWise
    • Use Case Guides
      • GUIDE: CoPilot Best Practices
      • GUIDE: Building Your AI Tool in Seconds with FormWise’s AI Tool Wizard
      • GUIDE: Building a Course Companion CoPilot in FormWise
      • GUIDE: Building a Niche-Specific AI Toolkit for Your GoHighLevel SaaS
      • GUIDE: How to Embed FormWise CoPilots and SmartForms in GoHighLevel Membership or Course Areas
      • GUIDE: Turning Responses Into PDFs
    • Use Case Examples
      • Quick Guides
        • Building A Simple A.I. Tool
        • Building A Chatbot CoPilot
        • Building An A.I. Lead Magnet
        • Building An A.I. Quiz
        • Building An A.I. Toolset
      • Generate A.I. Tool Ideas Here
      • Embedded Tool Examples
      • Watch Me Build
    • CoPilot Prompt Templates
      • ✈️Travel Assistant CoPilot Prompt
      • 📙Course Creator CoPilot Prompt
      • ✉️Email Responder Coach CoPilot Prompt
      • 👜Small Business Plan Coach CoPilot Prompt
      • 📘Facebook Ads Copy Coach CoPilot
      • 🔍SEO Article CoPilot Prompt
      • 📜Resume Coach CoPilot Prompt
      • 💌Email Copy Coach CoPilot Prompt
      • 📈GoHighLevel Coach CoPilot Prompt
      • 🥇UVP Coach CoPilot
      • 💪Fitness Coach CoPilot Prompt
      • 🔢Quiz Creator CoPilot Prompt
      • 📜Working with Transcripts CoPilot Prompt
    • SmartForm Builder GPT
    • CoPilot Builder GPT
  • SUPPORT
    • Account & Billing
    • Support & Office Hours Registration
    • Troubleshooting Errors
      • Page Load Errors
      • Error 500 Troubleshooting
      • Tools Stuck At 75%
      • Form Submission Errors
    • FAQs
    • What’s the Difference Between the Pro and Agency Plans?
  • Integrations
    • OpenAI
    • OpenAI Documentation
    • FormWise API
      • POST a Form Completion to Formwise
      • GET a Form Completion from FormWise
      • Form Completion Webhooks
        • Parsing Responses for Zapier
    • Kajabi
      • How to Send FormWise Lead Data into Kajabi using Webhooks
      • How to Embed FormWise CoPilots and SmartForms into Your Kajabi Course
    • Teachable
      • How to Embed FormWise CoPilots and SmartForms in Teachable
    • Circle.so
    • Third Party Platform Embedding
      • WordPress (Embedding Tools)
      • Webflow (Embedding Tools)
      • Wix (Embedding Tools)
      • Squarespace (Embedding Tools)
      • Bubble.io (Embedding Tools)
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  1. Free Resources
  2. Use Case Guides

GUIDE: How to Embed FormWise CoPilots and SmartForms in GoHighLevel Membership or Course Areas

PreviousGUIDE: Building a Niche-Specific AI Toolkit for Your GoHighLevel SaaSNextGUIDE: Turning Responses Into PDFs

Last updated 8 months ago

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Embedding FormWise CoPilots or SmartForms inside GoHighLevel’s membership or course areas is a great way to enhance your course content, provide interactive learning experiences, or offer AI-powered tools directly to your clients and students. In GoHighLevel, you can embed these tools within the Lessons tab, where rich text embedding is supported.

Here’s how you can embed FormWise tools into the Lessons area of GoHighLevel.


Step 1: Get Your Embed Code from FormWise

  1. Log in to FormWise and navigate to the CoPilot or SmartForm tool you want to embed.

  2. Click on the tool and select the embed code option.

  3. Copy the embed code provided by FormWise.


Step 2: Open GoHighLevel and Navigate to the Membership or Course Area

  1. Log in to your GoHighLevel account.

  2. From the dashboard, go to the Sites tab on the left-hand menu.

  3. Select Memberships, and choose the Products tab.

  4. Locate the course or membership area where you want to embed your FormWise tool.

  5. Click on the Lessons tab to access your lesson content.


Step 3: Add a Rich Text Block in the Lessons Tab

  1. In the Lessons section, find the course module or lesson where you want to embed your FormWise CoPilot or SmartForm.

  2. Click on Edit for the specific lesson.

  3. Inside the lesson editor, look for the rich text editor where you can add course content (videos, text, etc.).

  4. Switch to the HTML view in the rich text editor.


Step 4: Paste the FormWise Embed Code

  1. In the HTML view of the rich text editor, paste the embed code you copied from FormWise.

  2. Click Save to store your changes.


Step 5: Customize the Embed Code (Optional)

If needed, you can customize the width, height, or other styling options within the embed code. This allows you to fit the FormWise tool into your course layout seamlessly.


Step 6: Test Your Embedded Tool

  1. Go to the live view of your course or membership area in GoHighLevel.

  2. Navigate to the lesson where you embedded the FormWise tool.

  3. Test the tool to ensure it functions properly and interacts as expected with users.


Use Cases for Embedding FormWise in GoHighLevel

  • Interactive Lessons: Embed FormWise CoPilots that interact with your students in real time, offering personalized coaching, answering common questions, or providing AI-powered suggestions.

  • Quizzes and Assessments: Use FormWise SmartForms to create dynamic quizzes or assessments within your lessons. Students can interact with the forms, receive feedback, or generate custom recommendations.

  • AI-Powered Tools: Offer unique, AI-powered tools like content generators or recommendation engines directly within your lessons. Students can input data and receive customized outputs instantly.

  • Lead Generation and Data Collection: Collect data from students or prospects by embedding lead generation forms that automatically send data to your GoHighLevel CRM.


Why Embed FormWise in GoHighLevel’s Lessons Area?

Embedding FormWise tools within your GoHighLevel membership or course content can:

  • Increase student engagement with interactive, AI-driven lessons.

  • Provide personalized learning experiences by generating custom outputs for each student.

  • Automate and enhance data collection for quizzes, assessments, and course feedback.

  • Offer AI-powered resources that your competitors may not have, setting your courses apart.


Conclusion

Embedding FormWise CoPilots or SmartForms into GoHighLevel’s membership or course lessons allows you to bring interactive, AI-powered functionality directly to your students or clients. With just a few steps, you can transform static lessons into dynamic, personalized experiences.

For a visual guide, check out our full video tutorial: 👉

Watch Full Video Here