Submitting mock data for your survey or form will allow you to test the form/survey and see how the information looks in the contact profile. Mock data for your survey or form is essential to understanding how the information flows. Follow these 5 simple steps to input mock data for survey or form completion.

Step 1: Creating the Form/Survey

To access and use the enhanced Form or Survey Builder, follow these steps:

1. Navigate to the Builder:
   • Go to Sites > Forms/Surveys > Builder.
2. Select Your Form or Survey:
   • Choose the specific form or survey you want to work on.

1. Add Fields and Customize:
   • Left Panel: Use the left panel to add both standard and custom fields, giving you the flexibility to create mock data scenarios.
   • Right Panel: Utilize the extensive style and design options on the right to tailor the appearance of your form or survey.
2. Add Elements and Style:
   • Incorporate the necessary elements into your form or survey and apply your preferred styles.
3. Save Your Work:
   • Once you’ve added and styled your elements, click Save to preserve your changes.

Step 2: Add the Form/Survey to your funnel

• Go to the page editor where you want this form/survey to be
• Add the right element
• Click on the element, and edit your submit options as needed, then save.

Step 3: Submit Mock Data

• Copy the funnel step URL and open it from an incognito window
• Add your information to submit the form/survey
• Once submitted, you will follow the route of the funnel or site

Step 4: See the results

• Go to the Forms/Surveys - Submissions - Filter by the Forms/Surveys - Check your test

FAQs

Q: How do I access the Form/Survey Builder?
A: Navigate to Sites > Forms/Surveys > Builder to access the Form/Survey Builder.

Q: How do I add a form or survey to my funnel?
A: Go to the page editor where you want to place the form or survey, add the appropriate element, adjust the submit options, and save.

Q: Why should I submit mock data?
A: Submitting mock data helps test the functionality of your form or survey and ensures that the information displays correctly in the contact profile.

Q: How do I open the funnel step URL for testing?
A: Copy the funnel step URL from the page editor and open it in an incognito window to test the form or survey submission.

Q: What should I do if the form or survey does not work as expected?
A: Review your form or survey configuration, check the field settings, and ensure that the submit options are correctly set. Re-test after making adjustments.