Forms, Surveys and Quizzes can contain setup mistakes that are hard to find when you save. ZipLeads' Recommendations & Error Detection finds existing validation errors and takes you straight to the affected elements. It also offers optional recommendations for common setup oversights, and Insights for reviewing key configuration details. Use this guide to find and fix errors, assess suggestions, and review your setup before you share your form, survey or quiz.
What is Recommendations & Error Detection in Forms, Surveys & Quizzes?
Recommendations & Error Detection is a builder feature. It helps you find configuration errors, review suggested improvements, and understand how your Forms, Surveys and Quizzes are set up.
It gives you three things:
Error Detection: Finds existing validation errors when you try to save. Each error tells you which element is affected and gives you an action to help you find and fix it.
Recommendations: Highlights optional improvements, such as replacing placeholder URLs, updating default field names, reviewing payment test mode, and turning on bot protection.
Insights: Shows important configuration details, including conditional logic, custom fields, payment mode, email notifications and auto responder status.
When you fix a validation error, ZipLeads automatically marks it as resolved in the error list. This makes it easy to track what's left without checking each item yourself.
Key Benefits of Recommendations & Error Detection in Forms, Surveys & Quizzes
Finding setup problems before you share your Form, Survey or Quiz helps you keep field labels clear, check important settings, and fix issues without searching through every element.
Faster error identification: See which fields or elements have validation errors instead of searching the whole builder.
Easier troubleshooting: Select an error to jump straight to the affected element and see what needs to change.
Automatic resolution tracking: See resolved errors crossed off the list as you work through the rest.
Proactive configuration suggestions: Spot overlooked settings, placeholder content and other common setup issues.
Better configuration visibility: Review key settings in Insights without checking each one separately.
Prerequisites and Limitations
Recommendations & Error Detection works with both new and existing Forms, Surveys and Quizzes. Knowing the difference between validation errors and optional suggestions helps you decide what must be fixed before saving.
Supported products: Forms, Surveys and Quizzes.
Existing and new assets: Works with forms, surveys and quizzes you've already created and with new ones.
Error Detection trigger: Existing validation errors are found when you try to save.
Validation coverage: Error Detection focuses on existing errors related to custom field creation, duplicate custom fields, and Form, Survey or Quiz elements.
No additional validation rules: This feature improves how existing validation errors are shown and fixed. It doesn't add any new validation restrictions.
Blocking errors: Existing validation errors must be fixed before you can save.
Optional recommendations: Recommendations are suggestions for improving your setup. They are separate from blocking validation errors.
Recommendations control: Recommendations can be turned on or off from Settings.
How To Set Up Recommendations & Error Detection in Forms, Surveys & Quizzes
You can use these features while creating or editing a Form, Survey or Quiz in ZipLeads. The steps below cover opening the builder, fixing save errors, reviewing recommendations, and checking configuration insights.
Open the Form, Survey, or Quiz Builder
Start from your account to open the form, survey or quiz you want to review. The navigation is the same for all three, although the lists and editing controls may differ slightly.
In your account, select Sites in the left-hand navigation menu.
Select Forms, Surveys or Quizzes from the product navigation.
Select Builder to see the available assets.
Find the existing Form, Survey or Quiz you want to edit.
Click the three-dot menu (⋮) beside it.
Select Edit to open its builder.
Select the Edit tab if another builder tab is open.
The steps below use an existing asset. Recommendations & Error Detection also works with newly created Forms, Surveys and Quizzes.
Identify and Fix Save Errors
Error Detection helps you find setup issues that stop an asset from saving. Instead of searching through fields yourself, use the error summary to find each affected element and fix the problem.
To find and fix validation errors:
In your account, select Sites in the left-hand menu.
Select Forms, Surveys or Quizzes.
Select Builder.
Click the three-dot menu (⋮) beside the asset and select Edit.
In the builder, select the Edit tab.
Click Save in the top-right corner.
If there are validation errors, review the Action required error list.
Select an error or its action link to go to the affected element.
Read the error message shown beside the element.
Fix the issue using the field or element controls.
Check the error list. ZipLeads automatically crosses off the issue once it detects it's been fixed.
Repeat for any remaining errors.
Click Save again once the blocking errors are fixed.
Examples of errors you may see
Duplicate custom field name: Another field already uses this name. The error list gives you a Rename the field action.
Missing field name: A custom field needs a name before it can be saved. The error list gives you a Name the field action.
Missing product: A product element has no products or bump products assigned. The error list gives you an Add products action.
Missing image: An image element doesn't have an image. The error list gives you an Add image action.
Error messages also appear next to the affected elements. For example, the builder may show Name already used, Name required or No image added.
Track resolved errors
As you fix each issue, the error list updates automatically. Resolved items show a tick and a strikethrough, so you can easily tell finished fixes apart from remaining errors.
Review Recommendations
Recommendations help you spot common setup oversights that may not stop an asset from saving. Each suggestion gives you context and, where available, an action link to the relevant setting.
To review recommendations:
In your account, click Sites in the left-hand menu.
Select Forms, Surveys or Quizzes.
Select Builder.
Click the three-dot menu (⋮) beside the asset and select Edit.
Select the Edit tab in the builder.
Click Recommendations in the top-right toolbar.
Select the Recommendations tab in the panel.
Expand a category, such as Fields, Payments or Settings.
Read the recommendation and its suggested action.
Select the action link to open the relevant setting.
Make the changes you need using the controls shown.
Click Save to save your edits.
Common recommendation types
Placeholder URLs: Finds links that still point to example URLs, such as example.com. Replace them with the correct destination URLs.
Default custom field names: Finds new custom fields that still use default or placeholder names. Use meaningful names so the fields are easier to recognise.
Missing answer labels: Finds choice options without labels so you can add the missing text.
Payment test mode: Finds payment elements still in Test Mode. The recommendation warns that no money will be collected while this mode is on.
Bot protection: Suggests turning on bot protection to help reduce spam submissions.
Recommendations are optional. The panel shows them as tips for improving your asset and displays the message Save anytime.
You can turn Recommendations on or off from Settings.
Review Insights
Insights gives you a quick overview of how the current Form, Survey or Quiz is set up. This helps you check important settings without reviewing each feature one by one.
To open Insights:
In your account, select Sites in the left-hand navigation.
Select Forms, Surveys or Quizzes.
Select Builder.
Click the three-dot menu (⋮) beside the asset and select Edit.
Select the Edit tab in the builder.
Click Recommendations in the top-right toolbar.
Select the Insights tab.
Review the configuration details shown for the asset.
Information available in Insights
Insight | What it shows |
Conditional logic | The number of conditional logic rules set up. |
On-submit action | The action that happens after someone submits. |
Custom fields | The number of custom fields used. |
Payment mode | Whether payments are in Test Mode or Live Mode. |
Email notification | Whether email notifications are on or off. |
Auto responder | Whether automated responses are on or off. |
The values shown reflect the setup of the asset you're reviewing. For example, the screenshot above shows one conditional logic rule, ten custom fields, and payment mode set to Test.
Use Insights to review these settings alongside the recommendations before making more changes.
Frequently Asked Questions
Q: Can I save a Form, Survey or Quiz while recommendations are still listed?
Yes. Recommendations are optional suggestions, and the panel shows Save anytime. However, any blocking validation errors must still be fixed before you can save.
Q: Does Error Detection also check the answers visitors enter when they submit a published form?
Error Detection focuses on setup errors found when you save in the builder. ZipLeads has separate validation for visitors that flags missing or invalid answers when they submit.
Q: Why does Insights show the payment mode as Test?
Insights shows the asset's current payment setup. If the payment mode is Test, the Recommendations panel may warn you that no money will be collected in that mode. Check your setup before collecting live payments.
Q: What happens if I fix one error but others remain?
The fixed error is automatically crossed off the list. The remaining errors stay in the list and must be fixed before you can save.