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A contact is one person in a workspace, with a set of attributes you supply. Contacts let you do two things you cannot do with anonymous responses: target a survey at a specific group, and see who said what. Contacts live under Contacts in the main navigation, which has three tabs — Contacts, Attributes and Segments.
Contacts are part of the Formbricks Enterprise Edition.

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Contacts

The Contacts tab lists everyone in the workspace. The Contacts tab, listing contacts with their default attributes Contacts arrive in three ways:
  • From your app, when the SDK identifies someone. See User Identification for setUserId, setAttribute and friends.
  • From a CSV, using Upload CSV. Useful for a list you already hold outside your product.
  • From the API — POST /api/v2/management/contacts for one, PUT /api/v2/management/contacts/bulk for many. Both need every attribute key to exist already. See the API v2 reference.
Contacts are scoped to a workspace. A person known in one workspace is not automatically known in another.

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Attributes

An attribute is one field on a contact — a plan, a branch, a signup date. The Attributes tab lists every attribute key the workspace knows about. The Attributes tab, listing every attribute key in the workspace Two kinds:
  • Default attributes — email, userId, firstName, lastName. Formbricks creates these itself and they cannot be deleted, which is why they have no checkbox in the table.
  • Custom attributes — anything you send. Create them ahead of time with Create attribute, or let them appear the first time the SDK sends one.
Each key carries a label, the key your code uses, and a data type.
A workspace can hold up to 150 attribute keys. That is a limit on the number of distinct fields, not on how many contacts have them.

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Segments

A segment is a saved group of contacts, defined by a filter rather than a fixed list. Membership is evaluated when it is used, so a contact joins or leaves as their attributes change. The Segments tab, showing a saved segment Filters combine attributes, devices and previous survey interaction, and can be grouped with and / or. A segment built on “plan equals premium” always means today’s premium customers, without anyone maintaining a list. Segments are what attribute-based targeting uses to decide who sees an app survey.

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What Contacts change about a response

Once a response is linked to a contact, it stops being anonymous:
  • The response table shows who answered instead of “Anonymous”.
  • You can filter and segment responses by any attribute the contact carries.
  • Personal Links can be generated per contact, so a link survey attributes its answers too.