Troubleshooting CRM & Embed Form

Common issues and solutions for CRM and embed form problems.

Form Not Displaying

Problem

Form doesn’t appear on your website.

Solutions

• Verify embed token: Check that the embed token in your code matches the token shown in the Form Builder
• Check script loading: Open browser console (F12) and look for errors related to the widget script
• Verify form is active: Check form status in CRM – ensure the form is active
• Try iframe method: As an alternative, try using the iframe embed method
• Check browser console: Look for JavaScript errors that might prevent the form from loading
• Clear cache: Clear your browser cache and try again

Leads Not Appearing in CRM

Problem

Form submissions aren’t showing up in your CRM dashboard.

Solutions

• Check “Collect Leads” setting: Verify that “Collect Leads” is enabled in your form settings
• Verify required fields: Ensure Name and Email fields are included in your form (required for lead capture)
• Check email field: Leads require an email address – verify the email field is being filled
• Refresh CRM page: Refresh the CRM dashboard to see new leads
• Check browser console: Look for submission errors in the browser console
• Verify form submission: Check that the form is actually submitting successfully (look for success message)

Webhook Not Working

Problem

Webhook isn’t receiving notifications when forms are submitted.

Solutions

• Verify webhook URL: Check that the webhook URL is correct and accessible
• Test endpoint: Use a tool like Postman to test your webhook endpoint manually
• Check HTTP method: Ensure your endpoint accepts POST requests
• Verify JSON handling: Make sure your endpoint can parse JSON payloads
• Check response time: Ensure your endpoint responds within 30 seconds
• Check Supabase logs: Review Edge Function logs for webhook call errors
• Test with webhook.site: Use a test service to verify webhook delivery

Chart Not Generating

Problem

Chart doesn’t appear after form submission.

Solutions

• Verify birth data: Ensure birth date, time, and location are all provided
• Check “Show Chart on Success”: Verify this setting is enabled in form configuration
• Check browser console: Look for API errors in the browser console
• Verify location format: Ensure birth location is in the correct format (City, State, Country)
• Test with different data: Try submitting with different birth data to test
• Check timezone: Verify timezone is correctly selected

Styling Issues

Problem

Form doesn’t match your website styling.

Solutions

• Update colors: Change primary, background, and text colors in Form Builder to match your brand
• Choose matching font: Select a font from Google Fonts that matches your website
• Adjust border radius: Modify border radius to match your site’s design language
• Preview before embedding: Always preview the form in Form Builder before embedding
• Test on different devices: Check how the form looks on mobile and desktop

Location Search Not Working

Problem

Location search field doesn’t return results.

Solutions

• Type at least 3 characters: Location search requires a minimum of 3 characters
• Wait for results: Results appear after a brief delay – wait a moment
• Check internet connection: Location search requires an active internet connection
• Try different search terms: Try searching with city name, country, or both
• Check browser console: Look for API errors related to location search

Form Submission Errors

Problem

Form submission fails with an error message.

Solutions

• Check required fields: Ensure all required fields are filled
• Verify email format: Check that email address is in valid format
• Check date format: Ensure birth date is selected correctly
• Verify location: Make sure location is selected from dropdown, not typed manually
• Check browser console: Look for detailed error messages
• Try again: Sometimes network issues cause temporary failures

Performance Issues

Problem

Form loads slowly or feels sluggish.

Solutions

• Check internet connection: Slow connections can affect form loading
• Reduce form complexity: Remove unnecessary fields to improve performance
• Check website performance: Ensure your website isn’t causing conflicts
• Clear browser cache: Clear cache and reload the page
• Test on different browsers: Some browsers may perform better than others

Getting Additional Help

If you’re still experiencing issues after trying these solutions:

• Check browser console: Look for error messages that can help diagnose the issue
• Review form settings: Double-check all form configuration settings
• Test in incognito mode: Rule out browser extensions or cache issues
• Contact support: Reach out to support@humandesign.ai with:
  • Description of the problem
  • Steps to reproduce
  • Screenshots if applicable
  • Browser console errors