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AI Forms: Settings & Configuration Guide

Configure form notifications (Simple, AI-Powered, Custom), AI feedback templates, webhook integrations, post-submission redirects including conditional redirects to other forms.

Written by Xenios Charalambous
Updated over a month ago

What Are Form Settings?

Form Settings control everything that happens after a client submits your form — including notifications, AI-generated feedback, webhook integrations, and redirect behavior.

How to access:

  1. Open any AI Form

  2. Click Settings (top-right)

  3. Edit your settings

  4. Click Save Settings


All Available Settings

1. Send Notification After Submission

What it does: Sends an automatic message to the client immediately after they submit the form.

Why it's useful:

  • Confirms the form was received

  • Improves client experience

  • Sets expectations

  • Useful for onboarding, check-ins, lead capture, and contracts

Toggle ON to activate, then choose one of the 3 notification types below.


Notification Types (3 Options)


Option 1: Simple Notification

Fast, reliable confirmation message. Best for most forms.

Default template:

Hey [name], we just received your submission for [form].  A team member will get back to you shortly.  View your submission: [Link]

Best for:

  • Weekly check-ins

  • Simple surveys

  • When no personalization is needed

Pros

  • Instant

  • Always consistent

  • Includes submission link to review answers (read only)


Option 2: AI-Powered Notification (RECOMMENDED)

AI reads the form responses and generates personalized feedback.

Examples:

Weekly Check-In:

Thanks Sarah! Great job completing 4 workouts this week. Your energy was 8/10 — amazing progress!  We'll tackle your meal prep struggles on our next call. A team member will get back to you shortly.

Onboarding:

Welcome Mike! I see your goal is to lose 20 lbs and you've  trained before — that's a strong foundation we can build on. I'll review your injury note and design a plan within 24 hours! A team member will get back to you shortly.

Best for:

  • Onboarding

  • Weekly detailed check-ins

  • Progress reviews

  • Assessment forms

Pros:

  • Highly personalized

  • Reads client responses

  • Human-like feedback

  • Includes submission link to review answers (read only)


Option 3: Custom Notification

You craft the exact message clients receive. Full control.

Example:

Thanks, {name}! We've received your {form}.  We'll review it and get back to you within 24 hours.

You can:

  • Use variables {name} and {form}

  • Enable/disable submission link

  • Set expectations

Best for:

  • Contracts

  • Legal forms

  • When you need strict messaging


AI Feedback Template

Controls HOW the AI should speak when generating feedback using the "AI Feedback" feature found at submissions of AI Forms.

Where it is used:

  • AI-powered notifications

  • Manual "Generate feedback" button inside submissions

  • Automations that generate form-based AI messages

How to use:

  1. Create templates in: Business Settings → AI Templates

  2. Choose template in form settings

  3. Save

Examples of templates:

  • Encouraging Coach – positive, supportive

  • Technical Analyst – data-driven, detailed

  • Nutrition Expert – macro-focused

  • Onboarding Specialist – warm and structured

Choose the template that fits the form's intent.


Webhook Integration

Send form data to external tools automatically.

Use cases:

  • Google Sheets logging

  • Slack notifications

  • CRM sync (HubSpot, GoHighLevel, Salesforce)

  • Zapier/Make.com automations

  • Custom API workflows

How to configure:

  1. Toggle Webhook Integration ON

  2. Paste your webhook URL

  3. Optional:

    • Add a secret key

    • Configure timeout

    • Configure retry attempts

Webhook payload includes:

  • Form data

  • Clean field keys

  • Submission answers

  • Client profile info

  • Timestamps

Pro Tip: Use the fields object for Zapier/Make — cleaner and more reliable than responses.


Popular Webhook Examples

Google Sheets Logging

Zapier → Create Row
Stores all submissions for tracking.

Slack Notification

Instant Slack alert when someone submits a form.

CRM Sync

Send form responses directly into your sales pipeline.

Custom Server Logic

Send data to your own backend for custom workflows.


Webhook Retry Logic

If your endpoint fails, FitMetrics automatically retries:

  • Up to your configured limit (0–3 retries)

  • Exponential delay

  • Track delivery attempts per submission


Redirect After Submission

Redirect clients to a different destination after submitting the form.

How to enable:

  1. Toggle Redirect After Submission

  2. Choose the redirect type:

    • URL — redirect to any external page (must start with https://)

    • AI Form — redirect to another AI Form in your account

  3. Save

Examples:

  • Thank-you page

  • Booking calendar

  • Payment checkout

  • A follow-up AI Form (e.g., onboarding → assessment)

What happens:

  • Form submits

  • Notification is sent

  • Webhooks fire

  • Client is redirected

Advanced Redirect Options

FitMetrics also supports conditional redirects and URL parameter forwarding:

  • Conditional Redirects — Send clients to different destinations based on their answers to single-choice questions. For example, redirect new clients to an onboarding form and returning clients to a check-in form.

  • Forward URL Parameters — Pass existing URL parameters (like client ID or week) to the redirect destination automatically.

For the full guide on setting up conditional redirects and URL parameter forwarding, see: How to Redirect Clients After Form Submission (Including Conditional Redirects)


Frequently Asked Questions

Q: Can I use multiple webhooks for a single form?
No — but Zapier/Make can branch into many actions when you enable "Webhook Integration" from settings and add your webhook url from zapier or make.com

Q: Can I redirect AND send notifications AND use webhooks?
Yes — all three can be enabled at the same time.

Q: Can I turn notifications off?
Yes — just toggle off.

Q: Do settings apply to old submissions?
No — only new submissions after saving.

Q: Can I test my settings?
Yes — submit the form as yourself or a test client.


Recommended Workflow

  1. Start simple (Simple Notification ON)

  2. Enable to AI-powered notifications

  3. Create AI templates for more control

Your forms will become automated, professional, and scalable.

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