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  • 🧠Core Concepts
    • Introduction to Formsort
    • Formsort quickstart guides
      • Add content and collect answers
      • Capture demographic data
      • Add informational content
      • Template your variables
      • Add conditional logic
      • Using conditional logic with Calculated and API variables
      • Add a scheduling option
      • End the flow
      • Review your variable schema
      • Set up integrations
    • How data works in Formsort
      • Responder UUIDs
    • Understanding flows
    • Versioning in Formsort (Deploying)
      • Variant revisions
      • Managing revisions
  • ✨Creating Flows
    • Building a new flow
      • Groups
      • Steps
      • Copy-pasting form content
  • Adding questions and content
    • Questions
      • Select
      • Text
      • Address
      • Comparison
      • Confirmation
      • Date
      • Date & time
      • Email address
      • File upload
      • Grid choice
      • Iframe
      • Image upload
      • Number
      • Payment
      • Phone number
      • Postal code
      • Question group
      • Region
      • Signature
      • SSN
      • Yes/No
    • Content
      • Statement
      • Image
      • Next button
      • Video
      • Divider
      • Map
  • Controlling the flow with conditions and logic
    • Advanced logic
  • Variable templating
  • Redirects and endings
  • Field validation
  • Flow and variant management
  • Content library
  • 🧬JSON Form Definition
  • JSON schemas
  • Validating flow schemas
  • Events subscriptions
  • Flow content data format
  • 🎨Styling
    • Customizing appearance
      • Content area & form layout
      • Buttons
      • Typography
      • UI states
      • Color and dimension variables
      • Question containers
      • Inputs and dropdowns
      • Checkmarks
      • Tables
      • Sliders
      • Divider lines
      • Progress bar
      • Comparison cards
      • Animations and transitions
  • CSS & Advanced Styling
    • Custom CSS overrides
    • Step styling
    • CSS reference
  • πŸ”Form Behavior Settings
    • Variant settings
      • Form behavior for returning users
      • Group ranking API
    • Navigation sidebar
  • βš™οΈResponse Data Collection & Management
    • Schema (variables)
      • Variables from questions
      • Externally provided variables
      • Calculated variables
      • API lookups
      • System Library variables
      • Orphaned variables
  • Saving & retrieving responses
  • Importing Data
    • URL parameters
    • POST body
    • Embed query parameters
  • πŸ“ŠAnalytics and Attribution
    • Built-in analytics
    • Split testing
  • πŸš€Publishing and Deployment
    • Live preview overview
    • Environments
      • Loading different environments
    • Embedding
      • Web-embed API
        • React-embed
      • Adding authentication
      • Embedding forms in iOS and Android
      • Setting up a dev environment
    • Pre-deployment checklist
  • πŸ“Workspace Management
    • Accounts
      • Roles and permissions
    • Custom domains
    • Workspace domain detection
  • πŸ› οΈFormsort Admin API
    • Admin API
  • πŸ”ŒIntegrations
    • Form answers and events
      • Analytics events
      • Signed requests
      • Event payload shape
      • Submission frequencies
      • Runtime error reporting
    • Integration reference
      • Amplitude
        • Amplitude cross domain tracking
      • BigQuery
      • FullStory
      • Google Analytics
        • Updating from Universal Analytics to GA4
      • Google Cloud Storage
      • Google Sheets
      • Google Tag Manager (GTM)
        • JavaScript triggered by flow events
      • Hubspot
      • Jornaya
      • Optimizely
      • PostgreSQL
      • Redshift
      • Rudderstack
      • S3
      • Salesforce
      • Segment
        • Segment Setup
        • Segment cross domain tracking
      • Stripe
      • TrustedForm
      • Webhooks
        • Zapier
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On this page
  • Flow health
  • Hosting
  • Integrations
  • Responder behavior
  • Testing

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  1. Publishing and Deployment

Pre-deployment checklist

Check all the boxes below to guarantee a healthy flow!

PreviousSetting up a dev environmentNextAccounts

Last updated 1 day ago

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To ensure a high-quality flow, make sure you...

Flow health

  • semantic names for your .

  • set for your answer variables.

  • set for your answer variables.

  • set Step IDs for all your steps, especially if you’re using any analytics integrations.

  • set , if the submission frequency for any integrations is On savepoint.

Hosting

  • set .

  • add to your domain hosting provider.

  • set , for any custom domains.

  • if embedding your flow, set Allowed embedding domains.

Integrations

  • enable across .

  • set the appropriate for any data integrations.

  • configure the for any analytics integrations.

  • confirm that the schema in your account is configured correctly.

  • set , if you’re integrating with Webhooks.

  • , after updating your integrations.

Responder behavior

  • set URL fallbacks for any redirects with dependencies.

Testing

  • set default URL params, especially if testing on non-production environments.

  • handled CORS restrictions for any endpoints you're accessing.

  • tested your published flow in incognito mode, or your browser's equivalent.

set .

to include ex. β€˜submit.’

set .

set flow-level .

tested the retrieval of submission data on staging or custom .

tested endpoints accessed by .

tested endpoints used to .

tested logic.

tested .

tested across devices and browsers.

tested , especially those including any variables in the query parameters.

tested all enabled .

πŸš€
Returning responder behavior
override Next button text
environments
API Variables
branching paths
calculated variables
styles
redirects
integrations
answer variables
custom hostnames
integrations
environments
submission frequency
events
BigQuery
Allowed webhooks domains
re-deployed flows
default environments
savepoints
DNS records
readable descriptions
data classifications
step-level redirects
default redirects
populate dynamic choices