HighLevel Step-by-Step Tutorial: Math Calculations in Forms & Surveys

SEARCH OUR BLOG

CATEGORIES

FOLLOW US

What’s better than having more ways to do the things you’re already great at?

For me, every time I see a new HighLevel feature, my brain immediately kicks into “How can I use this?” mode.

Because here’s the thing—you don’t know the limits until you push them.

So when HighLevel rolled out Math Calculations for Forms & Surveys, I KNEW I had to dive in. And now that I’ve tested it? Let’s just say I’m already seeing a ton of creative ways to use it.

Want to see how it works? Let’s break it down.

If you want to follow every step by yourself, here´s an interactive tutorial!

What’s New?

This update brings real-time calculations inside your forms and surveys. Meaning, you can:

Score responses automatically – Perfect for quizzes, lead scoring, or qualification forms.
Calculate values instantly – Budget estimators, ROI calculators, or price quotes? Easy.
Trigger automations based on scores – Set up logic to redirect users, disqualify leads, or show/hide fields dynamically.

Right now, it supports:

  • Numerical fields (e.g., quantities, ratings, custom values)
  • Monetary fields (e.g., price estimations, budgets, payments)

How It Works

1️⃣ Add a Custom Score Field
Head to the Form or Survey Builder, then drag and drop the “Score” field from the Quick Add menu.

AD 4nXe9j79SX17iCrUFx7 6oJJV5 D5LJeBxwGxqAs Ni00fI42bz7zz426YPppqrOezsOr1uZd5O7RM06Ldx8lBfJ22SEx9j

2️⃣ Set Up Your Calculations
Define your logic by selecting the numerical or monetary fields that should be included in the calculation.

AD 4nXch3OWMvpYGIf8cQLVgRTxGmV8E RgxWWlv7lrapq sHJ

3️⃣ Preview & Test in Real Time
Use Preview Mode to see your calculations updating live as users enter data.

AD 4nXdoQzL9ip8w92MZQ5eyN5Xl7CMR8RBAINF9dHZJ 7JNyvf0EEQ2g0D8XdDQ8OuIyKr5ZP25KDefWUJYqVPAcM7GEp9B0ZgOzop6l C Vh Q3iBj3djyrFMY7Y9mfe2rd1geCXT ?key=b1m8FPQRH6C6s3cyRIWzbtp4

Why This Feature is a Game-Changer

This isn’t just about numbers—it’s about smart automation.

With this update, you can:
💡 Pre-qualify leads automatically (score-based surveys for sales funnels)
💰 Let users calculate their own costs (self-service pricing calculators)
Personalize responses dynamically (show/hide fields based on scores)

Bottom line? Whether you’re running a coaching business, an agency, or an e-commerce store, this feature just unlocked a whole new level of automation and engagement.

Need HighLevel support? HL Pro Tools has your backexpert setup, white-label services, and done-for-you automation.