In this help doc, we’ll walk you through everything you need to know about forms—
from adding or removing contacts, adjusting form details, setting up conditional logic, and following best practices to keep things running smooth.
Video Walkthrough:
📨 Updating Form Notification Emails
Whether you’re rerouting leads or keeping the right folks in the loop, here’s how to update who gets form submissions on your site—fast and easy!
🚀 Step 1: Head to the Backend
Log in and navigate to the Forms section of your site.
🛠 Step 2: Pick Your Form
Find the form you want to update and click on it. You’re in the driver’s seat now.
⚙️ Step 3: Go to Settings > Notifications
In the left-hand menu, click on Settings, then select Notifications.
🔍 Step 4: Choose the Right Notification
You’ll see two options here:
- One with the form’s title (👈 this is the one you want!)
- One with “Confirmation” in the name (leave this one alone)
✏️ Step 5: Update Your Emails
Now you can:
- Change the email that receives the form submission
- Add multiple emails to route responses by location or department
- Customize based on your team’s workflow
✅ That’s it!
You’re all set. The right people will now get the right info—no lost leads, no confusion. Just smooth sailing. 🧡
🧾 Creating a New Form
Creating a new form doesn’t have to be a headache—we’re here to help! Whether you want to tackle it yourself or tag in the Support Team, we’ve got your back.
🤝 Option 1: Let Us Handle It
Just reach out to support@tractru.com with what you need, and we’ll take it from there. Easy!
🛠 Option 2: DIY Style
Prefer to build it yourself? Here’s the smart way to do it:
📄 Step 1: Duplicate an Existing Form
Find a current form that’s closest to what you need and duplicate it.
✅ This ensures all the behind-the-scenes settings (notifications, formatting, etc.) are ready to roll.
✏️ Step 2: Edit the Form Fields
Open your new form and update the form block:
- Add any new fields you need
- Remove anything that doesn’t apply
- Adjust labels and logic as needed
🚀 Step 3: Test It Out
Always give your new form a quick test to make sure it’s working as expected.
🧡 Need Backup?
No worries—we’re just an email away.
Reach out anytime at support@tractru.com and we’ll jump in to help!