Troubleshooting Form Errors

Forms are precise – people, not always! When clients run into trouble submitting a form, it’s usually due to a small mistake.

Common Causes of Form Errors

Most issues come down to user error, like:

• Missing mandatory fields
   
• Typos or odd characters (e.g. #!)
   
• Leaving sections blank that aren’t clearly marked as optional
   

Even something as simple as forgetting a full stop can throw things off.

A Simple Fix: Use ‘N/A’

To make things smoother for your clients, we recommend including a quick note in the email that goes out with your form. Suggest they enter ‘N/A’ for anything that doesn’t apply to them.

This small step can prevent a lot of frustration and ensure the form is submitted successfully every time.

How to Add This Tip to Your Form Email

If you’d like to include this helpful hint:

1. Go to Settings > Communication > Message Templates
   
    
2. Find the template called Forms
   
    
3. Click the blue edit (pen) icon

4. Add your ‘N/A’ message – e.g. “If a question doesn’t apply to you, please enter ‘N/A’ to continue.”
   
    
5. Click Save
   
    

Done!