Test a Form in Geta.ai

Why Test a Form?

Testing a form ensures that it correctly collects user inputs and stores the data in the Contact Module.

Steps to Test a Form

1. Access the Forms Module

  • Log in to Geta.ai.
  • Navigate to the Forms section.

2. Copy the Form Script

  • Locate the form you want to test.
  • Find the Script Icon (📜) in the Script Section.
  • Click on it and copy the script code.

3. Paste the Script in an HTML Editor

  • Open any HTML Editor (e.g., Notepad++, VS Code, or an online editor like CodePen).
  • Paste the copied script inside the <body> section of an HTML file.
  • Save the file and open it in a web browser.

4. Fill Out and Submit the Form

  • Enter details like Name, Email, Phone Number, etc.
  • Click Submit to send the form data.

5. Verify Data in Contact Module

  • Go to Contact Module in Geta.ai.
  • Check if the submitted details are saved under the respective contact properties.

Final Steps

✅ If the contact is successfully created, your form is working correctly.
❌ If not, review the form settings or re-check the script placement.

Your form is now tested and ready for live use! 🚀

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