How To Submit Mock Data for Forms and Surveys

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 4 simple steps to input mock data for survey or form completion.

Step 1: Creating the Form/Survey

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

  1. Navigate to the Builder:
    • Go to “Marketing & Sales” Tab > “Funnels and Pages” > "Forms” or "Surveys" > From the dropdown select "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 “Marketing & Sales” Tab > “Funnels and Pages” > "Funnels"
  • Go to the page editor where you want this form/survey to be

  • Add the form element

  • Click on the form element to open the settings on the right, and edit your submit options as needed, then save.

Step 3: Submit Mock Data

  • Use the Eye icon to preview the funnel step containing the form.
  • Fill out the form as if you were a real user. Use dummy data (e.g., test@example.com) for testing.

Note: After submitting the form, Mastermind will also create a contact within your contacts tab.

Step 4: See the results

  • Go to the Forms/Surveys - Submissions - Filter by the Forms/Surveys - Check your test.
  • Click on the Submitted At to reveal detailed information on the submission on the right.

FAQs

Question: Can I delete mock data after testing the form or survey?

Answer: Yes, mock data can be deleted by locating the contact created in your contacts tab and removing it manually.

Question: Will submitting mock data affect live submissions?

Answer: No, submitting mock data is only for testing purposes and does not impact live submissions.

Question: Can I test multiple forms or surveys simultaneously?

Answer: Yes, you can test multiple forms or surveys by submitting mock data for each one separately.

Question: Do I need to publish the form or survey to test it with mock data?

Answer: No, forms and surveys can be tested in the preview mode without publishing them.

Question: Can I use the same email address to test the form multiple times?

Answer: If you use the same email address, the system will usually update the existing test contact rather than creating a new one. If you want to see how a brand-new contact looks, use a different "dummy" email for each test.

Question: What is the fastest way to "act like a user" and submit test data?

Answer: The most effective way is to use the Eye icon in the builder or page editor to "Preview" the live step. This opens the page in a functional state where you can fill out the fields and click the submit button just as a real lead would.