Checkli

Template

New Form Implementation Checklist

Test and verify each step before implementing a new form on the live website

Template

 Web form - Check all the required fields

 Mobile form - Check mobile design

 Thank you page - Link a thank you page

 Confirmation email - Write a confirmation email for the web submission

 Thank you page - Check copy for errors

 Confirmation email - Check copy for errors

 Notification email - Add email address of clients who want to be notified when details are submitted.

 Check all the links on the thank you page

 Check all the links on the notification email

 Fill the form on mobile

Fill out the form and check for: 

Confirmation email

Notification email

Thank you page redirection

Any other misc. requirements: 

This creates a private checklist in your account.