Personal Links are currently in beta and not yet available for all users.

Personal Links are part of the Enterprise Edition.

Personal Links are ideal when you need to:

  • Track individual responses: Associate survey responses with specific contacts in your database
  • Enable targeted follow-ups: Know exactly who responded and who didn’t for personalized outreach
  • Control survey access: Set expiry dates to limit when links can be used
  • Maintain data integrity: Ensure each contact can only submit one response per survey

When you generate personal links:

  1. Individual URLs: Each contact receives a unique survey link tied to their contact record
  2. Automatic attribution: Responses are automatically linked to the specific contact who clicked the link
  3. Single-use by default: Each link can only be used once to prevent duplicate responses
  4. Expiry control: Set expiration dates to control survey access windows
1

Access the share modal

Navigate to your survey summary page and click the Share survey button in the top bar.

2

Select Personal Links tab

In the Share Modal, click on the Personal Links tab.

3

Choose your segment

Select the contact segment you want to generate links for using the dropdown menu.

If no segments are available, you’ll see “No segments available” in the dropdown. Create segments first in your Contact Management section.

4

Set expiry date (optional)

Choose an expiry date for your links. You can only select dates starting from tomorrow onwards.

Links expire at 00:00:00 UTC on the day after your selected date. This means links remain valid through the entirety of your chosen expiry date.

5

Generate and download

Click Generate & download links to create your personal links and download them as a CSV file.

Understanding the CSV export

Your downloaded CSV file contains the following columns in this order:

ColumnDescription
Formbricks Contact IDInternal contact identifier (contactId)
Custom IDYour custom user identifier (userId)
First NameContact’s first name
Last NameContact’s last name
EmailContact’s email address
Personal LinkUnique survey URL for this contact

Use the Custom ID column to match contacts with your existing systems, and the Personal Link column for distribution via your preferred communication channels.

Limitations and considerations

Keep these limitations in mind when using Personal Links

  • Single-use only: Each personal link can only be used once
  • Enterprise feature: Requires EE license with Contact Management enabled
  • Segment requirement: You must have contacts organized in segments
  • CSV storage: Generated link lists are not retained in Formbricks - download and store your CSV files securely

Troubleshooting

Common issues

Issue: Dropdown shows “No segments available”

Solution: Create contact segments in your Contact Management section before generating personal links.