Once your form is built, the Form Settings panel lets you control what happens when someone submits it — from email notifications to CRM contact creation. Here’s how to configure each section.
Opening Form Settings
From the Form Builder, click the gear icon in the toolbar. The settings panel opens with tabs for Display, Notifications, CRM, Security, Webhook, and Save Progress.
Display settings
Display type
Choose how your form presents to users:
- Form — All fields visible on one page (default).
- Wizard — Multi-step form with Previous/Next navigation and a progress bar. Each page in the builder becomes a separate step.
Custom thank-you message
After a user submits your form, they see a confirmation message. Write a custom message to replace the default “Thank you for your submission.” You can include links, formatting, and personal touches.
Redirect after submission
Instead of showing a thank-you message, send users to a specific URL after they submit. This is great for:
- Redirecting to a download or resource page
- Sending users to a scheduling or payment page
- Tracking conversions with a dedicated thank-you page
Toggle Open in new tab if you want the redirect to not disrupt the user’s current session.
Email notifications
Get notified every time someone submits your form. Toggle Enable notifications to turn this on.
Recipients
Add one or more email addresses that should receive submission alerts. Type an email and press Enter to add it. Remove any recipient with the X button.
Subject line
Customize the email subject. You can use the {{formName}} variable to include the form’s name automatically. Example:
New submission: {{formName}}Lead captured from {{formName}}
Sender information
Configure who the notification appears to come from:
- Sender Name — The display name (e.g. “Your Company” or “Marketing Team”).
- Sender Email — The from address for notifications.
- Reply-To — Optional address where replies should be directed.
Email content
You have two options for the notification body:
- Visual — Use the built-in Email Builder to design a branded notification with your logo, colors, and layout. The email includes the form submission data automatically.
- Plain — A simple text email with just the submission data.
To design a visual notification, click Edit Email Template. This opens the Email Builder where you can add your logo, format the layout, and style the content. Form field values are inserted automatically using merge tags.
CRM contact creation
Automatically create or update contacts in your MartechAI CRM when a form is submitted. Toggle Enable contact creation to turn this on.
How field mapping works
Field mapping tells MartechAI which form fields correspond to which CRM contact properties. When someone submits your form:
- MartechAI looks for a matching contact by email address.
- If found, it updates the contact with the new form data.
- If not found, it creates a new contact with the submitted information.
Standard CRM fields
These are the core contact properties you can map to:
| CRM Field | Typical form field mapping |
|---|---|
| Email field (used to match or create contacts) | |
| Phone | Phone field |
| First Name | Text or name field |
| Last Name | Text or name field |
| Company | Text field |
| Job Title | Text field |
Custom contact fields
If you’ve added custom fields to your CRM contacts (such as “Industry” or “Budget Range”), those appear here too. Map any form field to any CRM property — the dropdowns show all available fields from your form.
Using CRM Essentials fields
The quickest way to set up CRM mapping is to use fields from the CRM Essentials group in the field palette. These fields come pre-mapped — add “Email” from CRM Essentials and it’s automatically linked to the CRM email property. No manual mapping needed.
Security settings
Rate limiting
Prevent spam and abuse by limiting how many submissions your form accepts per hour. Set a maximum (default: 10) to stop bots from flooding your form.
CAPTCHA
Add a CAPTCHA challenge to your form to block automated submissions. MartechAI supports Cloudflare Turnstile — a privacy-friendly CAPTCHA that doesn’t require users to solve puzzles. Toggle on, and the widget appears automatically on your published form.
Webhook integration
Send form submission data to an external URL in real time. Toggle Enable webhook and enter your endpoint URL. MartechAI sends a POST request with the full submission payload every time your form is submitted. Use this to connect with:
- Zapier or Make automations
- Custom CRM systems
- Slack or Teams notifications
- Analytics and tracking tools
Save Progress
The Save Progress feature lets users save a partially completed form and return to finish it later — great for long forms, applications, or registrations.
How to enable it
Toggle Enable save progress, then configure:
- Email field — Which form field contains the user’s email (used to send the resume link).
- Auto-save on page change — In wizard mode, automatically save progress when the user moves between steps.
- Expiry — How many days the resume link stays valid (default: 30).
- Resume email — The email users receive with their unique resume link. Customize the subject, body, and design using the Email Builder.
Add a Save Progress button from the Structure palette to give users a manual save option.
Pro tip: Combine Save Progress with CRM mapping for a complete lead capture flow — users can start a form, save their spot, and you still capture their email as a CRM contact even if they don’t finish immediately.
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