How To Submit Mock Data for Forms and Surveys

July 31, 2024•1 min read

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

Navigate to Form or Survey Builder and select the form/survey of your choice.
To access the enhanced Form or Survey Builder, navigate to Sites > Forms/Survey > Builder.
The left panel allows you to add standard and custom fields, providing flexibility in creating mock data scenarios. On the right, extensive style and design options are available.
Add the elements you need and style your form, then save.

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

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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