How to Submit Mock Data for Forms and Surveys

Submitting mock data allows you to test forms and surveys, ensuring that the data flows correctly and appears as expected in contact profiles. Follow these five simple steps to submit mock data for form or survey completion:

Step 1: Creating the Form/Survey

Access the Form or Survey Builder:
- Navigate to Sites > Forms/Surveys > Builder.
- Select the form or survey you want to work with or create a new one.
Customize Your Form/Survey:
- In the left panel, add standard and custom fields to create a mock data scenario.
- Use the right panel for styling and design options.
- Once everything is set, save your form/survey.

Step 2: Add the Form/Survey to Your Funnel

Open the Funnel Page Editor:
- Go to the funnel or page where you want to place the form or survey.
Add the Form/Survey Element:
- Drag and drop the appropriate element onto the page.
- Click on the element to access its settings and configure the submit options as needed.
- Save the changes.

Step 3: Submit Mock Data

Access the Form/Survey via Funnel:
- Copy the funnel step URL.
- Open the URL in an incognito window to simulate a new submission.
Input Mock Data:
- Fill out the form or survey with sample information and submit it.
- Follow the intended flow of the funnel or site after submission.

Step 4: Review the Results

Check Submission Data:
- Go to Forms/Surveys > Submissions.
- Filter by the form or survey you tested.
- Review the mock submission to ensure the information appears as expected.

Benefits of Testing with Mock Data

Validate Data Flow: Ensures data moves smoothly from submission to contact records.
Optimize the Experience: Allows you to fine-tune form or survey logic before going live.
Identify Issues Early: Uncover potential problems in design, flow, or data handling.

By following these steps, you can confidently test and refine your forms and surveys, ensuring they work seamlessly for real users.