Publishing and Embedding Your Form

Once you’ve built and configured your form, it’s time to share it with the world. MartechAI gives you flexible options for embedding forms on your website, sharing direct links, and tracking submissions.

Publishing your form

From the Form Builder, click the Publish button. Your form is now live and ready to receive submissions. If you need to make changes later, you can unpublish, edit, and republish at any time.

Embed options

Click the Embed button on a published form to see your options. There are three ways to share:

1. JavaScript embed (recommended)

The JavaScript embed is the most flexible option. It injects your form into any page on your website with full styling and functionality, including:

• Responsive design that adapts to your site’s layout
• Multi-step wizard mode with progress indicators
• CAPTCHA and security features
• Save Progress button with email resume links
• Automatic form version updates

To use it, copy the script tag and paste it into your page’s HTML where you want the form to appear:

<script src="https://app.derail-logic.com/form-embed.js"></script>
<div data-martechai-form="YOUR_FORM_ID"></div>

The form loads asynchronously — it won’t slow down your page.

2. Iframe embed

For sites where JavaScript embeds aren’t possible (some CMS platforms, email builders, or restrictive environments), use the iframe option. Copy the iframe code and paste it into your page:

<iframe src="https://app.derail-logic.com/f/YOUR_FORM_SLUG" 
  width="100%" height="600" frameborder="0"></iframe>

The iframe version automatically adjusts its height to fit your form content, so there’s no scrolling within the iframe.

3. Direct link

Share a standalone URL that opens your form on its own page. This is perfect for:

• Email campaigns and newsletters
• Social media posts
• QR codes on print materials
• Sharing with colleagues for testing

Your form URL follows this format:

https://app.derail-logic.com/f/YOUR_FORM_SLUG

Form version management

Whenever you publish changes to a form, MartechAI creates a new version. The JavaScript embed automatically serves the latest published version — no need to update embed codes. This means:

• You can update field labels, add questions, or change validation without touching your website.
• Embedded forms always show the latest published version.
• Unpublished changes don’t affect your live form.

Viewing submissions

To see who has submitted your form:

1. Go to Forms in the sidebar.
2. Click on your form to open it.
3. Select the Submissions tab to view all entries.

Each submission shows:

• The date and time it was submitted
• All field values the user entered
• Whether it created or updated a CRM contact (if CRM mapping is enabled)

You can export submissions to CSV for use in spreadsheets, reporting tools, or external systems.

Embedding on WordPress

If you use WordPress, embedding a MartechAI form is straightforward:

JavaScript embed on WordPress

1. In your WordPress editor, add a Custom HTML block.
2. Paste the JavaScript embed code from MartechAI.
3. Save and preview — the form loads on your page.

Iframe embed on WordPress

1. Add a Custom HTML block.
2. Paste the iframe code.
3. Save your page.

Embedding on other platforms

The embed codes work on any platform that supports custom HTML or JavaScript, including:

• Webflow — Use an Embed component and paste the JavaScript or iframe code.
• Squarespace — Add a Code block and paste the embed code.
• Wix — Use the HTML iframe element or Custom Code feature.
• Shopify — Add a Custom Liquid section or use a page’s HTML editor.
• HubSpot — Use a rich text module in HTML mode.

Testing before going live

Always test your form before sharing it widely:

1. Open the direct link in an incognito/private browser window.
2. Fill out and submit the form with test data.
3. Verify you receive the email notification (if enabled).
4. Check the Submissions tab to confirm the entry appears.
5. If CRM mapping is on, verify the contact was created or updated.