Getting Started

Per-form vs Workspace Settings

Most form behavior now lives inside each form. Workspace and Account hold what's truly account-wide. Here's the full map.

The biggest change in v3 is where settings live. In v2, most options were configured once under a global Settings area and applied to every form. In v3, most settings have moved into each form — under one of the form editor's eight tabs. Only truly account-wide things (team, billing, plan, AI credits, and the workspace-wide sending domain) live in Workspace. Your personal profile lives in Account.

Why the change?

Configuring per form means different forms can have different recipients, different captchas, different auto-replies, and different branding. v2's global model forced every form to share the same configuration.

The three scopes

Per form

Anything that varies between forms: recipients, redirects, webhooks, auto-reply content, captcha provider, spam level. Configured under each form's editor tabs.

Workspace

Anything that applies to the whole account: team members, plan, billing, AI credit balance, and the sending domains your forms can attach to.

Account

Your personal identity across workspaces: your name, email, sign-in methods, and email preferences.

Setting-by-setting map

Every link in the "v2 location" column will continue to work — those URLs redirect to their new home automatically.

Settingv3 locationv2 location (now redirects)
Recipients, CC, Reply-to, Subject, Redirects, WebhooksForm → Delivery/settings/webhooks, /settings/cc-emails, /docs/redirects
Custom domain (per form)Form → Custom domain/settings/custom-email-domain
Branding + custom email templateForm → Branding/settings/branding, /settings/email-templates
Auto-replyForm → Auto-reply/settings/auto-responders
AI replyForm → AI reply/settings/ai-reply
Captcha, honeypot, domain restrictionForm → Security/settings/captcha, /settings/domain-restriction
Spam filter levelForm → Spam filterWas applied globally
Team membersWorkspace → Team/settings/team
Plan & usageWorkspace → Plan/settings/subscription
Billing + overageWorkspace → Billing/settings/overage-billing
AI credits balance + top-upsWorkspace → AI credits/settings/credits
Workspace-wide sending domainsWorkspace → Custom domain/settings/custom-email-domain
Profile, email change, sign-in methodsAccount → Profile / Security/settings/profile
Submission email notificationsAccount → Notifications/settings/email-preferences
API keyAccount → API key/settings/profile

How to think about it

When you're trying to change something and aren't sure where to look, ask yourself one question: does this apply to one form or to my whole account?

  • One form — open that form, then pick the right editor tab.
  • The whole account — open Workspace.
  • You personally — open Account.

Two custom-domain pages, on purpose

Custom domains exist in two places: Workspace → Custom domain is where you register and verify a domain (DNS setup). Form → Custom domain is where you choose which registered domain a specific form should send from. You register once in Workspace, then attach per form.