3.12.4 Common Issues and Troubleshooting

• Issue: Missing Mandatory Fields
  • Description: Users attempt to save a lead form without filling all required fields (Name, Email, Phone).
  • Resolution:
    • Action: Display an error message indicating that all mandatory fields are required.
    • Steps:
      • Prompt the user to fill in all missing mandatory fields.
      • Highlight the incomplete fields for easy identification.
• Issue: Duplicate Field Addition
  • Description: Users attempt to add multiple instances of mandatory fields like Name, Email, or Phone.
  • Resolution:
    • Action: Prevent the addition of duplicate mandatory fields and display an error message.
    • Steps:
      • Inform the user that each mandatory field can only be added once.
      • Suggest reviewing the existing fields before attempting to add duplicates.
• Issue: Validation Messages Not Displaying
  • Description: Users mark a field as required but do not provide a corresponding validation message.
  • Resolution:
    • Action: Enforce the requirement of providing a validation message when a field is marked as required.
    • Steps:
      • Prompt the user to enter a validation message for the required field.
      • Highlight the field to indicate the missing validation message.
• Issue: Lead Form Not Displaying on Chatbot
  • Description: After creating and enabling a lead form, it does not appear on the chatbot interface.
  • Resolution:
    • Action: Verify the lead form configuration and platform compatibility.
    • Steps:
      • Ensure that the lead form is enabled.
      • Check that the chatbot is correctly integrated with the Web or Mobile platform.
      • Confirm that there are no conflicts with other chatbot configurations.
      • Retry enabling the lead form or recreate it if necessary.
      • Contact support if the issue persists.
• Issue: Unable to Delete Protected Lead Forms
  • Description: Users attempt to delete lead forms that are protected or linked to active campaigns.
  • Resolution:
    • Action: Prevent deletion and display an error message explaining the restriction.
    • Steps:
      • Inform the user that certain lead forms cannot be deleted due to active dependencies.
      • Suggest reassigning the form to inactive campaigns or ensuring no active links before attempting deletion.
• Issue: Data Not Appearing in Reports
  • Description: Lead data captured through the lead form is not visible in the Reports module.
  • Resolution:
    • Action: Verify that the lead form is correctly linked and that data synchronization is functioning.
    • Steps:
      • Ensure that the lead form is active and has captured data.
      • Check for any system errors or connectivity issues affecting data synchronization.
      • Refresh the Reports module and retry accessing the data.
      • Contact support if the problem persists.