Creating a Form Test Flow

This guide is designed for websites using one of our supported form plugins, which allow CheckView to automatically complete many test flows without requiring manual step configuration.

Not using a supported plugin? No problem, you can still test your forms using a custom test flow, though some advanced features may be limited.

  1. Click on “Add Test Flow” from the CheckView website dashboard.
    Click on "Add Test Flow" from the CheckView website dashboard.
  2. When you add a new test flow, CheckView automatically detects the activated WordPress form plugins on your website, displaying the available test flow templates.

    CheckView supports the following form plugins:
    • Contact Form 7
    • Fluent Forms
    • Formidable Forms
    • Gravity Forms
    • Ninja Forms
    • WPForms
    • WS Form

      Select the form plugin you want to create a test flow for.
      When you add a new test flow, CheckView automatically detects the activated WordPress form plugins on your website, displaying the available test flow templates. Select the form plugin you want to create a test flow for.
  3. Select a form: Once you select your form plugin, you will need to choose additional options based on the plugin. CheckView will automatically detect all your forms, allowing you to select the one you want to test.
    Select a form
  4. Select a URL: CheckView will try to auto-detect the URLs where the form is available, so you can choose which URL the form should be tested on. If you don’t see your form, there might be another issue, which you can review here. If you don’t see your URL, we might not support auto-detecting your URLs, but you can simply choose ‘Add custom URL’ and manually enter your relative URL.
    Select a URL
  5. Select a schedule: You can select how often the form should be tested, either daily or weekly, and set the time based on a timezone. Keep in mind that running tests more frequently will use more of your available monthly tests.
    Select a schedule
  6. Click on Add test flow
    Click on Add test flow
  7. A popup will appear, informing you that the test flow is being added, which may take a few minutes. During this, CheckView attempts to automatically created all the test steps for you. It will work with various scenarios such as conditional logic, multi-step pages, and more, but does have limitations and may fail.
    A popup will appear, informing you that the test flow is being added, which may take a few minutes.
  8. Assuming it creates all the steps properly, the test flow will be initialized, with all test steps automatically added and the status set to ‘Initializing’. During this time, you will not be able to edit or run the test flow. If the initialization fails and prompts you with the “An error occurred when building this test flow” Error, review the associated troubleshooting tips.
    Once added, the test flow will be initialized, with all test steps automatically added and the status set to 'Initializing'. During this time, you will not be able to edit or run the test flow.
  9. If the test flow initializes successfully, it will automatically run its first test as a preview. Once complete, the status should be ‘Passed’. If it fails, it will show alert you and let you review the errors and associated video to adjust the steps manually, review the troubleshooting tips.
  10. It will now run automatically according to the schedule you set. If your test status prompts you with the “Oops! We encountered an issue during the preview test” error, please review our troubleshooting tips on preview tests failing.
    If the test flow initializes successfully, it will automatically run its first test. Once complete, the status should be 'Passed'. Congratulations on running your first test flow! It will now run automatically according to the schedule you set.
  11. Don’t forget to exclude our IPs from any analytics tools to avoid inaccurate form conversions, etc.
  12. Congratulations on running your first test flow!

Docs