26.4 Form & Survey Troubleshooting (Submissions, Logic, Embedding)

  • Form Submitted, But No Contact Created / No Workflow Triggered?
    1. Check Form/Survey Options: What is the On Submit action set to? Is it redirecting correctly? (See 2.2 / 2.3).
    2. Check Form/Survey Submissions Tab: Go to Sites → Forms/Surveys → Submissions tab. Select the specific form/survey. Do you see the test submission data listed here?
      • If YES: The form *is* capturing data correctly. The issue is likely with the Workflow. Check the Workflow Trigger filter – does it match the exact form/survey name? Is the Workflow Published and Saved? Check Workflow Execution Logs.
      • If NO: The submission isn't reaching Close Master. Check: Is the correct Form/Survey element selected on the page? Is the Embed Code correct and up-to-date on your external site? Test submitting the direct Form Link – does that work? Is there a JavaScript conflict on the page preventing submission?
    3. Test in Incognito: Try submitting the form in an Incognito/Private browser window to rule out browser extension conflicts.
  • Survey Conditional Logic Not Working As Expected?
    1. Double-Check Logic: Carefully review the Conditional Logic / Logic Jump settings on each question. Are the conditions (IF answer is X) and actions (THEN Skip To Y / Disqualify / Continue) set correctly?
    2. Field Type Compatibility: Conditional logic usually works best with Radio Button or Dropdown (Single) fields. Check if logic based on Checkbox (multi-select) or other field types behaves as expected.
    3. Embedding Issues: Sometimes complex survey logic might have issues if the survey is embedded within another element like a Calendar booking form. Test the survey using its direct link first.
  • Survey "Next" Button Missing or Stuck?
    • Ensure the *last* element on a survey slide is typically a question field that requires user input (like a Radio Button, Text Field, etc.). If the last element is just static text or an image, the button might not appear correctly. Add a required field if needed.