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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!

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

Flow health

  • semantic names for your answer variables.

  • set readable descriptions for your answer variables.

  • set data classifications for your answer variables.

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

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

Hosting

  • set custom hostnames.

  • add DNS records to your domain hosting provider.

  • set default environments, for any custom domains.

  • if embedding your flow, set Allowed embedding domains.

Integrations

  • enable integrations across environments.

  • set the appropriate submission frequency for any data integrations.

  • configure the events for any analytics integrations.

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

  • set Allowed webhooks domains, if you’re integrating with Webhooks.

  • re-deployed flows, after updating your integrations.

Responder behavior

  • set Returning responder behavior.

  • override Next button text to include ex. β€˜submit.’

  • set step-level redirects.

  • set flow-level default redirects.

  • set URL fallbacks for any redirects with dependencies.

Testing

  • tested the retrieval of submission data on staging or custom environments.

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

  • tested endpoints accessed by API Variables.

  • tested endpoints used to populate dynamic choices.

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

  • tested branching paths logic.

  • tested calculated variables.

  • tested styles across devices and browsers.

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

  • tested all enabled integrations.

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

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Last updated 1 month ago

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