Form settings and advanced features

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Home > Forms > Form settings and advanced features

Learn all the form settings and advanced features in Ontraport forms, from opt-in settings to notifications and more.

In this lesson you'll learn:

Where to find form settings
Opt-in settings options
How to send contacts somewhere else after they fill out your form
How to set up notifications and routing
Where and why to set up hidden fields
Advanced features of form settings

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Transcript

Form basics covered the main form settings. This lesson covers the rest: finishing double opt-in, where people go after they submit, routing new leads, hidden fields, and the advanced settings. As a reminder, open Form Settings from the form's Submit button on an Ontraport Page, or from the Smart Form or Order Form block in an Ontraform. The settings are the same in both. With either double opt-in setting, you have a few more things to set. Pick the Confirmation Email. Choose the page people see right after they submit. Under Send contacts here, choose where they land after they click the confirmation link. And check Send contacts who already opted in to a different page to send people who've already confirmed somewhere else. With Double opt-in required, unconfirmed contacts don't get messages from your automations. So in your automation, add a goal under the trigger that moves contacts along once their bulk email status changes to double opt-in. Double opt-in optional sends a confirmation too, but it doesn't protect you from bad addresses, because unconfirmed contacts can still be messaged. With any opt-in setting, you pick where people go after they submit. The default thank-you page is Ontraport-branded, so for live forms, use your own: an Ontraport Page, a URL, or an Ontraform lightbox that pops up another form. To route people by their answers, use Conditional Redirect, which has its own lesson. Under Notifications and Routing, you can do more than pick one owner for new contacts. To spread new leads across your team, choose a lead router from the owner dropdown. You create lead routers under Contacts, then Settings, then Lead Routing. Ownership also works with permissions, so a user can see only the records they own. The Ontraport for sales teams course covers lead routing in depth. On Ontraport Pages, hidden fields can also capture information from the link someone clicked, like which partner sent them. Add a URL variable to the link: a question mark, a name, an equals sign and a value. Then, under Hidden Fields in Form Settings, set the field's value to an ad hoc merge field with that name. Now the Advanced section. These settings are rarely needed and off by default. Two of them, Override email address merge with cookie data and Merge form submissions with a specific record, are covered in the Updating existing records lesson. Pass CGI variables to Thank You page adds the answers to the thank-you page's web address, for developers. Prevent tracking on form submissions keeps the submission out of the contact log and sets no cookie, which is useful when staff fill out a form for a client. And Update relationships on form submission connects records with many-to-many relationships. Start a new conversation from this form creates a conversation in Inbox every time someone submits. Choose or create the channel it goes to, then save and publish. You'll need an Inbox plan. Three settings are for order forms. Send Google Ecommerce Tracking Parameters to the Thank You page lets Google Analytics record your sales, once you add Ontraport's GA4 ecommerce script to the thank-you page's custom code. It's available on some account levels, and it can't track manual or API purchases. The other two update the card on file when a charge succeeds: for transactions in collections, and for open subscription and payment plan orders. Last, form processing speed. These boxes make Ontraport finish work before redirecting the visitor: automations added from the form, the form's rules, the conditions calculator for Ontraport Pages, or all automation triggers account-wide. Only the conditions calculator is on by default. It makes conditional blocks on your thank-you page reflect what was just submitted, so leave it on unless that page has none. Redirect after immediate automation and sequence steps run, in the main Advanced section, works the same way. Check these only when your thank-you page depends on that work. Every box slows the form, especially on large accounts, and slow forms make people leave or submit twice. On older accounts, you may also see Manage Form Fills and Always-on Rules. As Form basics explained, that's a legacy section new accounts don't have. Use automations with the Contact submits a form trigger instead. Two field types round out your forms. Rich text fields let people format their answers with links, bold and bullets. Image and file fields let visitors upload files, with limits that depend on your account level. Create them in the Field Editor, then add them to your form. Forms on Ontraport Pages covers rich text in more detail. So: finish setting up double opt-in, send people to your own pages, route new leads to your team, capture link data in hidden fields, and use the advanced settings sparingly so your forms stay fast. Next up, we move on to Pages, starting with an overview of how pages work.