Test your standard and self-hosted forms to make sure they are displaying on your website correctly and that data is entered correctly into Bloomerang CRM.
Tip: Schedule testing for off-peak hours. You don't want constituents trying to use your form quite yet.
To test your form:
Publish the form on your website, where it will be used.
Load your web page and visually check the form.
Fill out the form to test it. Include custom fields, if applicable.
Submit the form and check the following:
The success page appears.
Account is created in Bloomerang CRM, if applicable
Interaction is added to constituent's timeline.
Custom fields work as expected.
If you are self-hosting the form, check these additional items:
Any unique functionality works as expected.
Test some scenarios that should not work, such as an invalid email address. Make sure the form fails correctly.
Make sure that the form correctly handles cases such as the user double-clicking rather than single-clicking the Submit button.
When you are finished testing, delete the interactions in Bloomerang CRM, or delete the constituent created by the test.