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