Test Drive / Lesson 2: Emails and Forms

Understanding how to send content through a project is great foundational knowledge in Dubsado. We recommend test driving different canned emails and forms manually to increase your confidence before building workflow automation.
Let's start with emails. Inside a sample project where you're listed as the fake client, click on send email to pull up a draft email, then select a canned email template from the bookmark icon in the menu. Send the email, then head over to your email inbox and check out how it would look to a client. Did all of the smart fields fill in correctly? Are the links working? Head back to your canned email template to troubleshoot if needed.
Lead Capture
After you've created a lead capture form template, be sure to give it a test drive. From the share button, you can copy and paste the Direct Link into a new browser tab and complete the form as if you were a client. Keep an eye out for spelling or formatting errors as you go, and note how long it takes you to fill out the form. Internally, we prefer to have lead capture forms on the shorter side, but the right call here is up to you.
Be sure to check the new project as well to see if everything worked the way you thought it would, including mapped responses landing in the right location.
Questionnaires
To preview a questionnaire as a client, first make a copy of the questionnaire template inside of your sample project. Without closing the preview, click "copy link" and paste the URL into an incognito browser tab.
An incognito window allows you to preview the form as if you were logging in from a different computer, just like your client would... Otherwise Dubsado will recognize you as the account owner.
This is what the questionnaire will look like when your client sees it, with options at the bottom of the form to save draft or send the questionnaire back to you when it's finished.
Fill out the questionnaire on behalf of your client, and hit send when you're finished. Back inside your account refresh the page, then notice the updated status badge and preview the same questionnaire as the business owner.
Last but not least, check out any notifications you received as the business owner letting you know this questionnaire was completed. You can always adjust your notification settings if necessary!
HEADS UP
If you decide to use this method in a real client's project before sending, be aware that the form template is live!
Contracts and Sub-agreements
The process for previewing contracts and sub-agreements is similar, so you'll want to open the document in a private or incognito browser tab. Check that any smart fields on your contract are populating correctly. Then sign as the client to ensure everything looks correct. Next open the same contract in a standard browser tab and countersign as the Dubsado owner.
If you have a few different pieces of content in the sample project already, practice sending an email manually with multiple forms inside.