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Documentation - Formbricks

Introduction

Get to know Formbricks and its capabilities.

What is Formbricks?

Open-Source

Learn how Formbricks helps you gather, analyse, and report experience data.

XM & Surveys

Assign different roles to organization members to grant them specific rights like creating surveys, viewing responses, or managing organization members.

User Management

Keep the survey styling consistent over all surveys with a Styling Theme. Customize the colors, fonts, and other styling options to match your brand's aesthetic.

Styling Theme

Customize the email that is sent to your users!

Email Customization

Each project on Formbricks has two environments: a test environment and a production environment. The test environment is used to test your surveys through before they are sent out to your customers.

Test Environment

SAML SSO

Self-Hosting

How to set up Formbricks instance with a one-click script

One-Click Setup

Set up Formbricks quickly using our ready-to-use Docker image.

Docker Setup

Cluster Setup

Monitoring your Formbricks installation for optimal performance.

Monitoring

Deploy Formbricks on a Kubernetes cluster using Helm.

Kubernetes Deployment

Using Formbricks One-Click Setup with a Custom SSL Certificate.

Custom SSL Certificate

Environment Variables

Set up email functionality for your self-hosted Formbricks instance

SMTP Configuration

Migration

License

Rate Limiting

Learn how to setup formbricks locally and build custom integrations and services.

Overview

How to set up Formbricks on a Linux machine

Linux

How to set up Formbricks on a Mac machine

How to set up Formbricks on a Windows machine

Windows

How to set up Formbricks in a Gitpod workspace

Gitpod

How to set up Formbricks in a GitHub Codespaces environment

GitHub Codespaces

High-level architecture and technical details of the Formbricks platform

Solution Overview

Overview of the Formbricks database schema and relationships

Database Model

Contribute to Formbricks

Here, you'll find help with common issues.

Troubleshooting

 Formbricks provides two APIs: the Public Client API for frontend survey interactions and the Management API for backend management tasks.

REST API

Here is how you can generate an API key which gives you full access to the Formbricks Management API. Keep it safe!

Generate API Key

Here is how you can test your API key to make sure it is working.

Test API Key

Update an existing response for example when you want to mark a response as finished or you want to change an existing response's value.

Update Response

Create a response for a survey and it's fields with the user's responses. The userId & meta here is optional

Create Response

Update a contact's attributes in Formbricks to keep them in sync with your app or when you want to set a custom attribute in Formbricks.

Update Contact (Attributes)

Retrieves a contact's state including their segments, displays, responses and other tracking information. If the contact doesn't exist, it will be created.

Get Contact State

Create a new display for a valid survey ID. If a userId is passed, the display is linked to the user.

Create Display

Update an Display for a user. A use case can be when a user submits a response & you want to link it to an existing display.

Update Display

Retrieves the environment state to be used in Formbricks SDKs

Get Environment State

Endpoint for creating or identifying a user within the specified environment. If the user already exists, this will identify them and potentially update user attributes. If they don't exist, it will create a new user.


Create or Identify User

Fetches all the action classes available in the environment

Get All Action Classes

Create Action Class from the UI or from the API! You can read more about them [here](https://formbricks.com/docs/in-app-surveys/actions).

Create Action Class

Get Action Class by ID

Delete Action Class

Fetches all the available attribute classes

Get All Attribute Classes

Create a new Attribute Class by passing in its type as well as the name! Now just use them in your app and pass this value with a user & it'll be associated with it.

Create Attribute Class

Get Attribute Class by ID

Delete an attribute class by its ID. Please note that you currently cannot delete the "automatic" type of attributes. Please ignore them if you do not wish to utilise them.

Delete Attribute Class

Retrieve a list of all contact attribute keys defined in the current environment

Get All Contact Attribute Keys

Retrieve a specific contact attribute key by its ID. This returns detailed information about how a particular attribute is defined in your environment.

Get Contact Attribute Key by ID

Retrieve a list of all contact attributes in the current environment

Get All Contact Attributes

Retrieve a list of all contacts for the current environment

Get All Contacts

Get Contact by ID

Fetches the product associated with the passed API key

Get all the identified people from Formbricks

Get All Persons

Get a person by their internal ID on Formbricks. This internal ID can be found from the Get All Person endpoint.

Get Person by ID

Delete an identified person from Formbricks.

Delete Person

Pass the surveyId as a Query Parameter & only fetch responses for a specific survey that you have access to.

Get Survey Responses

Create a user response using the management API

Fetch the entire response object based on its ID

Get Response by ID

Update an existing user response with new data

Delete Response

Get All Surveys

Create a survey with granular settings, questions, their types, welcomeCard, thankYouCard, languages, etc right from this API. We'd however recommend you to do this via our Formbricks App with the UI for a better visual experience.

Create Survey

Get Survey by ID

Update an existing survey with new properties. This is also what we'd recommend you to do from the UI for a better visual feedback.

Update Survey

Delete a Survey by its ID. Please use this only when extrememly necessary.

Delete Survey

Generates multiple single use survey links for a survey based on its id.

Get SingleUse Links

Retrieve a list of all webhooks for the current environment

Get All Webhooks

Create a new webhook right from the API and see it active right away!

Create Webhook

Get a specific webhook object based on its ID

Get Webhook

Delete an existing webhook by provifding it's ID. It will immediately apply and not trigger again.

Delete Webhook

Formbricks' Health Check endpoint to make sure the App & the Database are connected with each other & up!

Health Check

API v2 Reference (Draft)

Create a response for a survey and its fields with the user's responses. The userId & meta here is optional

Update a Display for a user. A use case can be when a user submits a response & you want to link it to an existing display.

Endpoint for creating or identifying a user within the specified environment. If the user already exists, this will identify them and potentially update user attributes. If they don't exist, it will create a new user.

Get responses

Create a response

Get a response

Update a response

Delete a response

Get contacts

Create a contact

Get a contact

Update a contact

Delete a contact

Gets contact attributes from the database.

Get contact attributes

Creates a contact attribute in the database.

Create a contact attribute

Gets a contact attribute from the database.

Get a contact attribute

Updates a contact attribute in the database.

Update a contact attribute

Deletes a contact attribute from the database.

Delete a contact attribute

Gets contact attribute keys from the database.

Get contact attribute keys

Creates a contact attribute key in the database.

Create a contact attribute key

Gets a contact attribute key from the database.

Get a contact attribute key

Updates a contact attribute key in the database.

Update a contact attribute key

Deletes a contact attribute key from the database.

Delete a contact attribute key

Get surveys

Create a survey

Get a survey

Delete a survey

Update a survey

Self Hosting

Development

API v1 Reference

API v2 Reference (WIP 👷‍♂️)

Go to app

Support

Enhance your questions by adding images or videos. This makes instructions clearer and the survey more engaging.

Add Image / Video

Create complex survey logic with the Logic Editor. Use conditions, actions, and variables to create a personalized survey experience.

Conditional Logic

Overwrite the global styling theme for individual surveys to create unique styles for each survey.

Custom Styling

Add data to a submission without asking the user to type it in. This feature is especially useful when you already have information about a user that you want to use in the analysis of the survey results (e.g. `payment plan` or `email`).

Hidden Fields

Automatically close your survey after reaching a set number of responses in Formbricks. This is useful for limited offers, exclusive surveys, or when you need a specific sample size.

Limit Submissions

Create surveys that support multiple languages using translations. This helps you reach a diverse audience without making separate surveys for each language. It also simplifies survey creation, delivery, and analysis for multilingual audiences.

Multi-language Surveys

Capture and analyze partial submissions, providing detailed insights into how participants interact with each question within your survey. This feature is crucial for identifying specific points where respondents may disengage, allowing you to understand and address drop-offs effectively.

Partial Submissions

Personalize your surveys by dynamically inserting data from URL parameters or previous answers into questions and descriptions. The Recall Data feature helps create engaging, adaptive survey experiences tailored to each respondent.

Recall Data

Create public, shareable versions of your survey results dashboards. This feature enables you to easily share survey results with stakeholders, team members, or the public without granting access to your Formbricks account.

Shareable Dashboards

Optimize your survey management with custom Start & End Conditions in Formbricks. This feature allows you to control exactly when your survey is available for responses and when it should close, making it ideal for time-sensitive or number-of-response-limited surveys.

Schedule Start & End Dates

Formbricks captures metadata of your users for you when they fill a survey. This metadata is useful for understanding the context in which the user filled the survey. For example, if you are running a marketing campaign, you can understand which source is driving the most responses. Or if you are running a survey on a specific page, you can understand the user's behavior on that page.

User Metadata

Variables are a powerful feature in Formbricks that allows you to keep track of data variables when user fills a form. This feature is especially useful when you want to use your survey as a quiz.

Surveys

Core Features

Enterprise Features

XM

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