FormsForm Settings

Form Settings

Thank-you messages, redirects, spam protection, notifications, webhooks, and record creation.

Form Settings

Submission Settings

  • Thank You Message — The message shown to the respondent after a successful submission (up to 5,000 characters). Displayed on the confirmation page.
  • Redirect URL (optional) — Instead of showing the thank-you message, redirect the respondent to an external URL after submission. Only HTTP and HTTPS URLs are accepted.

Spam Protection

Protect your forms from spam with multiple layers:

  • Honeypot — A hidden field that bots fill in but humans do not see. If the hidden field contains a value, the submission is rejected. No configuration needed — just toggle it on.
  • Google reCAPTCHA v3 — Invisible verification that scores each submission. Requires your reCAPTCHA site key and secret key (configured in your account’s integration settings).
  • Cloudflare Turnstile — A privacy-friendly CAPTCHA alternative. Requires your Turnstile site key and secret.
  • hCaptcha — Another CAPTCHA provider option. Requires your hCaptcha site key and secret.

You can enable multiple protections. If more than one CAPTCHA provider is enabled, they are checked in priority order: reCAPTCHA first, then Turnstile, then hCaptcha.

Email Notifications

Set up email notifications that are sent when the form is submitted. Each notification rule has:

  • Name — A label for your reference.
  • Enabled — Toggle the notification on or off.
  • Recipients — Who receives the email:
    • Admin — The form owner and subaccount owner.
    • Submitter — The email address from the submission (auto-detected from the first email field).
    • Custom — One or more email addresses, comma-separated. Supports tokens like {{field.email}}.
  • Subject — The email subject line. Supports tokens.
  • Message — The email body. Supports tokens.
  • Reply-To (optional) — Set a reply-to address. Supports tokens.
  • Conditions (optional) — Only send the notification when conditions are met (same operators as conditional logic). Combine conditions with All or Any matching.

Available tokens for notifications:

  • {{form.name}}, {{form.slug}}
  • {{submission.id}}, {{submission.date}}, {{submission.time}}, {{submission.datetime}}
  • {{date.today}}, {{date.now}}
  • {{field.FIELD_KEY}} or {{FIELD_KEY}} — The value of any form field.

Webhooks

Send form submission data to external services in real time. Each webhook rule has:

  • URL — The endpoint to send data to.
  • Method — HTTP method: POST, GET, PUT, PATCH, or DELETE.
  • Headers — Custom HTTP headers (e.g., for authentication).
  • Payload Format — JSON or form-encoded.
  • Include Submission Data — Whether to include the full field values in the payload.
  • Custom Payload (optional) — A custom JSON template with token replacement.
  • Conditions (optional) — Only fire the webhook when conditions are met.

Record Creation Rules

Automatically create contacts or custom entity records from form submissions. Each rule defines:

  • Type — Whether to create a Contact or a Custom Entity Record.
  • Entity Type — For entity records, which entity type to create (e.g., Project, Product).
  • Field Mappings — Map each form field to a target field:
    • For contacts: first_name, last_name, email, phone, or custom:field_key for custom fields.
    • For entity records: any custom field key on the entity type.
    • For relationships: link to another record created by a different rule in the same form.

You can define multiple rules on a single form (e.g., create a Contact and a Project record, then link them via a relationship). Rules are processed in dependency order — parent records are created first so child records can reference them.

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