SMBcrm adds error detection, recommendations, and an Insights tab to Forms, Surveys, and Quizzes. These updates help you troubleshoot and review your lead capture tools before publishing, whether you’re editing an existing form, survey, or quiz or creating one.
Find and resolve validation errors
When you attempt to save, existing validation errors appear in a dedicated dialog and beside the affected fields. Each error identifies the field and explains what needs attention.
- Click an error to jump directly to the affected field.
- Fix the issue, and the error is automatically crossed off the list.
- Review errors related to custom field creation, duplicate custom fields, and form, survey, or quiz elements.
This update makes existing validation errors easier to find and resolve. It does not introduce additional validation rules or restrictions.
Review configuration recommendations
Recommendations highlight common setup issues, including:
- Placeholder URLs that still need to be replaced with destination URLs.
- Newly created custom fields that still use default placeholder names.
- Sell Products elements configured in Test Mode rather than Live Mode.
- Opportunities to enable Bot Protection to reduce unwanted spam submissions.
You can enable or disable recommendations in Settings.
Check your configuration in Insights
The Insights tab provides an overview of:
- The number of conditional logic rules and custom fields in use.
- Whether automated responses and email notifications are enabled.
- Whether the Payment element is in Test Mode or Live Mode.
Use this overview alongside error detection and recommendations to check your setup before publishing.
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