The MartechAI Form Builder lets you create beautiful, conversion-optimized forms with drag-and-drop simplicity. Whether you need a contact form, lead capture, survey, or event registration — you can build it in minutes.
Opening the Form Builder
- Click Forms in the left sidebar.
- Click the New Form button in the top-right corner.
- Give your form a name and optional description. Click Create. You’ll land in the V2 Form Builder.
The builder layout
The Form Builder has three main areas:
- Left sidebar — Field Palette: All available field types, organized by category. Click any field to add it to your form.
- Center — Canvas: A live preview of your form. Drag fields to reorder them. Click a field to select it for editing.
- Right sidebar — Properties Panel: Edit the selected field’s label, placeholder, help text, validation rules, and other settings.
Available field types
Essentials
| Field | Use for |
|---|---|
| Text | Single-line text — names, titles, short answers |
| Email addresses with automatic format validation | |
| Phone | Phone numbers with format validation |
| Long Text | Multi-line text — messages, comments, descriptions |
| Number | Numeric input with optional min/max limits |
| Date | Date picker for appointments, birthdays, deadlines |
| Address | Google Maps-powered address autocomplete |
Choices
| Field | Use for |
|---|---|
| Dropdown | Single choice from a compact list — industries, plans, departments |
| Radio Group | Single choice where all options are visible — yes/no, satisfaction ratings |
| Checkboxes | Multiple selections — interests, services, preferences |
| Single Checkbox | Yes/no toggle — “I agree to the terms”, “Subscribe to newsletter” |
Structure
| Field | Use for |
|---|---|
| Heading | Section titles to break up long forms |
| Paragraph | Instructions, descriptions, or helper text between fields |
| Divider | Horizontal line to visually separate sections |
| Save Progress | Button that lets users save their partial submission and return later |
Advanced
| Field | Use for |
|---|---|
| Hidden Field | Invisible values — UTM parameters, campaign IDs, referral codes |
| File Upload | Let users attach files — resumes, screenshots, documents |
| Consent | GDPR-compliant consent checkboxes with customizable link text |
| Custom HTML | Raw HTML for banners, badges, embedded media, or custom UI |
CRM Essentials
These are pre-configured versions of standard fields, already mapped to CRM properties. Use them to automatically create or update contacts when a form is submitted:
- Email — Maps to CRM email (required by default)
- Phone — Maps to CRM phone
- First Name — Maps to CRM first name
- Last Name — Maps to CRM last name
- Company — Maps to CRM company
- Job Title — Maps to CRM job title
Building your form
Adding fields
Click any field in the left palette and it appears on the canvas. Fields stack vertically in the order you add them.
Reordering fields
Click and drag any field on the canvas to rearrange it. Drop it where you want it — the form updates live.
Editing field properties
Click a field on the canvas to select it. The right panel shows its properties:
- Label — The text displayed above the field.
- Placeholder — Hint text shown inside an empty field.
- Help Text — Additional instructions below the field.
- Required — Toggle to make the field mandatory.
- Default Value — A pre-filled value for the field.
- Validation — Set minimum/maximum length, number range, or regex pattern.
For choice fields (dropdown, radio, checkboxes), you can add, remove, and reorder options. Each option has a label and value.
Deleting fields
Select a field and click the trash icon in the properties panel, or press Delete on your keyboard.
Multi-page forms (Wizard mode)
Long forms can be broken into multiple steps. In the Form Settings (gear icon), switch the Display Type from “Form” to “Wizard”. Each page of your form becomes a separate step with Previous/Next navigation and a progress indicator.
This is ideal for:
- Multi-step applications
- Checkout or registration flows
- Surveys with logical sections
- Any form where showing all fields at once would be overwhelming
Undo and redo
Made a mistake? Use Ctrl+Z to undo and Ctrl+Shift+Z (or Ctrl+Y) to redo. The builder keeps a history of your last 60 changes.
Previewing your form
Click the Eye icon in the toolbar to see your form as users will see it. This opens a live preview with the exact styling and behavior of the published form. Click the Pencil icon to return to editing.
Using AI to generate a form
If you want a head start, use the AI Generate button. Describe the form you need in plain language — for example:
“A lead capture form for a real estate agency with name, email, phone, budget range, and preferred property type”
You can optionally specify:
- Industry — Helps the AI tailor field choices to your vertical.
- Purpose — Lead capture, event registration, survey, support ticket, etc.
- Tone — Professional, friendly, authoritative, or playful.
- Include contact fields — Toggle whether to include CRM-mapped fields automatically.
The AI generates a complete form with relevant fields, labels, and sensible defaults. You can then customize it further in the builder.
Saving and publishing
Your form auto-saves as you work, but you can also click Save to be sure. When you’re ready to go live:
- Open Form Settings (gear icon) to configure notifications, CRM mapping, and security.
- Click Publish to make your form available.
- Use the Embed button to get the embed code or direct link for your website.
Pro tip: Start with the AI Generator to get a solid foundation, then fine-tune in the builder. It saves 80% of the setup time while still giving you full control over the final result.
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