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Author SHA1 Message Date
ShubhamPalriwala
b37b1dcb8f fix: onboarding example js for website surveys 2024-05-14 16:07:40 +05:30
1101 changed files with 27818 additions and 39508 deletions

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@@ -22,7 +22,7 @@
// Use 'postCreateCommand' to run commands after the container is created.
"postCreateCommand": "cp .env.example .env && sed -i '/^ENCRYPTION_KEY=/c\\ENCRYPTION_KEY='$(openssl rand -hex 32) .env && sed -i '/^NEXTAUTH_SECRET=/c\\NEXTAUTH_SECRET='$(openssl rand -hex 32) .env && pnpm install && pnpm db:migrate:dev",
"postAttachCommand": "pnpm dev --filter=@formbricks/web... --filter=@formbricks/demo...",
"postAttachCommand": "pnpm dev --filter=web... --filter=demo...",
// Comment out to connect as root instead. More info: https://aka.ms/vscode-remote/containers/non-root.
"remoteUser": "node"

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@@ -35,5 +35,3 @@ yarn-error.log*
.vscode
.github
**/.turbo
.env

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@@ -28,17 +28,13 @@ DATABASE_URL='postgresql://postgres:postgres@localhost:5432/formbricks?schema=pu
###############
# @see: https://next-auth.js.org/configuration/options#nextauth_secret
# You can use: `openssl rand -hex 32` to generate a secure one
# You can use: `openssl rand -hex 32` to generate one
NEXTAUTH_SECRET=RANDOM_STRING
# Set this to your public-facing URL, e.g., https://example.com
# You do not need the NEXTAUTH_URL environment variable in Vercel.
NEXTAUTH_URL=http://localhost:3000
# Cron Secret
# You can use: `openssl rand -hex 32` to generate a secure one
CRON_SECRET=
################
# MAIL SETUP #
################
@@ -87,13 +83,12 @@ EMAIL_VERIFICATION_DISABLED=1
PASSWORD_RESET_DISABLED=1
# Signup. Disable the ability for new users to create an account.
# Note: This variable is only available to the SaaS setup of Formbricks Cloud. Signup is disable by default for self-hosting.
# SIGNUP_DISABLED=1
# Email login. Disable the ability for users to login with email.
# EMAIL_AUTH_DISABLED=1
# Organization Invite. Disable the ability for invited users to create an account.
# Team Invite. Disable the ability for invited users to create an account.
# INVITE_DISABLED=1
##########
@@ -125,6 +120,9 @@ AZUREAD_TENANT_ID=
# OIDC_DISPLAY_NAME=
# OIDC_SIGNING_ALGORITHM=
# Cron Secret
CRON_SECRET=
# Configure this when you want to ship JS & CSS files from a complete URL instead of the current domain
# ASSET_PREFIX_URL=
@@ -156,11 +154,11 @@ SLACK_CLIENT_SECRET=
# Enterprise License Key
ENTERPRISE_LICENSE_KEY=
# Automatically assign new users to a specific organization and role within that organization
# Insert an existing organization id or generate a valid CUID for a new one at https://www.getuniqueid.com/cuid (e.g. cjld2cjxh0000qzrmn831i7rn)
# Automatically assign new users to a specific team and role within that team
# Insert an existing team id or generate a valid CUID for a new one at https://www.getuniqueid.com/cuid (e.g. cjld2cjxh0000qzrmn831i7rn)
# (Role Management is an Enterprise feature)
# DEFAULT_ORGANIZATION_ID=
# DEFAULT_ORGANIZATION_ROLE=admin
# DEFAULT_TEAM_ID=
# DEFAULT_TEAM_ROLE=admin
# set to 1 to skip onboarding for new users
# ONBOARDING_DISABLED=1

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@@ -1,2 +0,0 @@
node_modules/
packages/config-eslint/

10
.eslintrc.js Normal file
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@@ -0,0 +1,10 @@
module.exports = {
root: true,
// This tells ESLint to load the config from the package `eslint-config-formbricks`
extends: ["formbricks"],
settings: {
next: {
rootDir: ["apps/*/"],
},
},
};

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@@ -49,16 +49,20 @@ runs:
run: cp .env.example .env
shell: bash
- name: Fill ENCRYPTION_KE, ENTERPRISE_LICENSE_KEY and E2E_TESTING in .env
- name: Add E2E Testing Mode
run: |
RANDOM_KEY=$(openssl rand -hex 32)
sed -i "s/ENCRYPTION_KEY=.*/ENCRYPTION_KEY=${RANDOM_KEY}/" .env
sed -i "s/ENTERPRISE_LICENSE_KEY=.*/ENTERPRISE_LICENSE_KEY=${RANDOM_KEY}/" .env
echo "E2E_TESTING=${{ inputs.e2e_testing_mode }}" >> .env
echo "E2E_TESTING=${{ inputs.e2e_testing_mode }}" >> $GITHUB_ENV
shell: bash
- name: Generate Random ENCRYPTION_KEY
run: |
SECRET=$(openssl rand -hex 32)
echo "ENCRYPTION_KEY=$SECRET" >> $GITHUB_ENV
echo "ENTERPRISE_LICENSE_KEY=$SECRET" >> $GITHUB_ENV
shell: bash
- run: |
pnpm build --filter=@formbricks/web...
pnpm build --filter=web...
if: steps.cache-build.outputs.cache-hit != 'true'
shell: bash

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@@ -0,0 +1,26 @@
name: Build formbricks-com
on:
workflow_call:
jobs:
build:
name: Build Formbricks-com
runs-on: ubuntu-latest
timeout-minutes: 30
steps:
- name: Checkout repo
uses: actions/checkout@v3
- name: Setup Node.js 20.x
uses: actions/setup-node@v3
with:
node-version: 20.x
- name: Install pnpm
uses: pnpm/action-setup@v2
- name: Install dependencies
run: pnpm install --config.platform=linux --config.architecture=x64
- name: Build Formbricks-com
run: pnpm build --filter=formbricks-com...

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@@ -31,4 +31,4 @@ jobs:
echo "ENCRYPTION_KEY=$SECRET" >> $GITHUB_ENV
- name: Build Formbricks-web
run: pnpm build --filter=@formbricks/web...
run: pnpm build --filter=web...

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@@ -40,7 +40,7 @@ jobs:
- name: Run App
run: |
NODE_ENV=test pnpm start --filter=@formbricks/web &
NODE_ENV=test pnpm start --filter=web &
for attempt in {1..20}; do
if [ $(curl -o /dev/null -s -w "%{http_code}" http://localhost:3000/health) -eq 200 ]; then
echo "Ready"

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@@ -56,7 +56,7 @@ jobs:
GOOGLE_SHEETS_REDIRECT_URL: ${{ secrets.GOOGLE_SHEETS_REDIRECT_URL }}
AIRTABLE_CLIENT_ID: ${{ secrets.AIRTABLE_CLIENT_ID }}
ENTERPRISE_LICENSE_KEY: ${{ secrets.ENTERPRISE_LICENSE_KEY }}
DEFAULT_ORGANIZATION_ID: ${{ vars.DEFAULT_ORGANIZATION_ID }}
DEFAULT_TEAM_ID: ${{ vars.DEFAULT_TEAM_ID }}
ONBOARDING_DISABLED: ${{ vars.ONBOARDING_DISABLED }}
CUSTOMER_IO_API_KEY: ${{ secrets.CUSTOMER_IO_API_KEY }}
CUSTOMER_IO_SITE_ID: ${{ secrets.CUSTOMER_IO_SITE_ID }}

View File

@@ -53,7 +53,7 @@ jobs:
GOOGLE_SHEETS_REDIRECT_URL: ${{ secrets.GOOGLE_SHEETS_REDIRECT_URL }}
AIRTABLE_CLIENT_ID: ${{ secrets.AIRTABLE_CLIENT_ID }}
ENTERPRISE_LICENSE_KEY: ${{ secrets.ENTERPRISE_LICENSE_KEY }}
DEFAULT_ORGANIZATION_ID: ${{ vars.DEFAULT_ORGANIZATION_ID }}
DEFAULT_TEAM_ID: ${{ vars.DEFAULT_TEAM_ID }}
ONBOARDING_DISABLED: ${{ vars.ONBOARDING_DISABLED }}
CUSTOMER_IO_API_KEY: ${{ secrets.CUSTOMER_IO_API_KEY }}
CUSTOMER_IO_SITE_ID: ${{ secrets.CUSTOMER_IO_SITE_ID }}

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@@ -25,10 +25,10 @@ jobs:
- name: create .env
run: cp .env.example .env
- name: Generate Random ENCRYPTION_KEY and fill in .env
- name: Generate Random ENCRYPTION_KEY
run: |
ENCRYPTION_KEY=$(openssl rand -hex 32)
sed -i "s/ENCRYPTION_KEY=.*/ENCRYPTION_KEY=${ENCRYPTION_KEY}/" .env
SECRET=$(openssl rand -hex 32)
echo "ENCRYPTION_KEY=$SECRET" >> $GITHUB_ENV
- name: Lint
run: pnpm lint

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@@ -1,91 +0,0 @@
name: Docker Release to Github Experimental
# This workflow uses actions that are not certified by GitHub.
# They are provided by a third-party and are governed by
# separate terms of service, privacy policy, and support
# documentation.
on:
workflow_dispatch:
env:
# Use docker.io for Docker Hub if empty
REGISTRY: ghcr.io
# github.repository as <account>/<repo>
IMAGE_NAME: ${{ github.repository }}-experimental
TURBO_TOKEN: ${{ secrets.TURBO_TOKEN }}
TURBO_TEAM: ${{ secrets.TURBO_TEAM }}
DATABASE_URL: "postgresql://postgres:postgres@localhost:5432/formbricks?schema=public"
jobs:
build:
runs-on: ubuntu-latest
permissions:
contents: read
packages: write
# This is used to complete the identity challenge
# with sigstore/fulcio when running outside of PRs.
id-token: write
steps:
- name: Checkout repository
uses: actions/checkout@v3
- name: Set up Depot CLI
uses: depot/setup-action@v1
# Install the cosign tool except on PR
# https://github.com/sigstore/cosign-installer
- name: Install cosign
if: github.event_name != 'pull_request'
uses: sigstore/cosign-installer@v3.5.0
# Login against a Docker registry except on PR
# https://github.com/docker/login-action
- name: Log into registry ${{ env.REGISTRY }}
if: github.event_name != 'pull_request'
uses: docker/login-action@v3 # v3.0.0
with:
registry: ${{ env.REGISTRY }}
username: ${{ github.actor }}
password: ${{ secrets.GITHUB_TOKEN }}
# Extract metadata (tags, labels) for Docker
# https://github.com/docker/metadata-action
- name: Extract Docker metadata
id: meta
uses: docker/metadata-action@v5 # v5.0.0
with:
images: ${{ env.REGISTRY }}/${{ env.IMAGE_NAME }}
# Build and push Docker image with Buildx (don't push on PR)
# https://github.com/docker/build-push-action
- name: Build and push Docker image
id: build-and-push
uses: depot/build-push-action@v1
with:
project: tw0fqmsx3c
token: ${{ secrets.DEPOT_PROJECT_TOKEN }}
context: .
file: ./apps/web/Dockerfile
platforms: linux/amd64,linux/arm64
push: ${{ github.event_name != 'pull_request' }}
tags: ${{ steps.meta.outputs.tags }}
labels: ${{ steps.meta.outputs.labels }}
cache-from: type=gha
cache-to: type=gha,mode=max
# Sign the resulting Docker image digest except on PRs.
# This will only write to the public Rekor transparency log when the Docker
# repository is public to avoid leaking data. If you would like to publish
# transparency data even for private images, pass --force to cosign below.
# https://github.com/sigstore/cosign
- name: Sign the published Docker image
if: ${{ github.event_name != 'pull_request' }}
env:
# https://docs.github.com/en/actions/security-guides/security-hardening-for-github-actions#using-an-intermediate-environment-variable
TAGS: ${{ steps.meta.outputs.tags }}
DIGEST: ${{ steps.build-and-push.outputs.digest }}
# This step uses the identity token to provision an ephemeral certificate
# against the sigstore community Fulcio instance.
run: echo "${TAGS}" | xargs -I {} cosign sign --yes {}@${DIGEST}

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@@ -1,4 +1,4 @@
name: Docker Release to Github
name: Docker
# This workflow uses actions that are not certified by GitHub.
# They are provided by a third-party and are governed by

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@@ -25,10 +25,10 @@ jobs:
- name: create .env
run: cp .env.example .env
- name: Generate Random ENCRYPTION_KEY and fill in .env
- name: Generate Random ENCRYPTION_KEY
run: |
ENCRYPTION_KEY=$(openssl rand -hex 32)
sed -i "s/ENCRYPTION_KEY=.*/ENCRYPTION_KEY=${ENCRYPTION_KEY}/" .env
SECRET=$(openssl rand -hex 32)
echo "ENCRYPTION_KEY=$SECRET" >> $GITHUB_ENV
- name: Test
run: pnpm test

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@@ -1,4 +1,4 @@
const baseConfig = require("./packages/config-prettier/prettier-preset");
const baseConfig = require("./packages/prettier-config/prettier-preset");
module.exports = {
...baseConfig,

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@@ -82,7 +82,7 @@ Formbricks is both a free and open source survey platform - and a privacy-first
- 🔗 Create shareable **link surveys**.
- 👨‍👩‍👦 Invite your organization members to **collaborate** on your surveys.
- 👨‍👩‍👦 Invite your team members to **collaborate** on your surveys.
- 🔌 Integrate Formbricks with **Slack, Notion, Zapier, n8n and more**.

View File

@@ -1,3 +1,4 @@
module.exports = {
extends: ["@formbricks/eslint-config/legacy-next.js"],
root: true,
extends: ["formbricks"],
};

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@@ -1,6 +1,6 @@
import { Sidebar } from "./Sidebar";
import Sidebar from "./Sidebar";
export const LayoutApp = ({ children }: { children: React.ReactNode }) => {
export default function LayoutApp({ children }: { children: React.ReactNode }) {
return (
<div className="min-h-full">
{/* Static sidebar for desktop */}
@@ -10,4 +10,4 @@ export const LayoutApp = ({ children }: { children: React.ReactNode }) => {
<div className="flex flex-1 flex-col lg:pl-64">{children}</div>
</div>
);
};
}

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@@ -26,7 +26,7 @@ const secondaryNavigation = [
{ name: "Privacy", href: "#", icon: ShieldCheckIcon },
];
export const Sidebar = () => {
export default function Sidebar({}) {
return (
<div className="flex flex-grow flex-col overflow-y-auto bg-cyan-700 pb-4 pt-5">
<nav
@@ -63,4 +63,4 @@ export const Sidebar = () => {
</nav>
</div>
);
};
}

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@@ -1,3 +1,5 @@
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@formbricks/ui/Select";
interface SurveySwitchProps {
value: "website" | "app";
formbricks: any;
@@ -5,18 +7,23 @@ interface SurveySwitchProps {
export const SurveySwitch = ({ value, formbricks }: SurveySwitchProps) => {
return (
<select
<Select
value={value}
onChange={(v) => {
onValueChange={(v) => {
formbricks.logout();
window.location.href = `/${v.target.value}`;
window.location.href = `/${v}`;
}}>
<option value="website" className="h-10 px-4 hover:bg-slate-100">
Website Surveys
</option>
<option value="app" className="hover:bg-slate-10 h-10 px-4">
App Surveys
</option>
</select>
<SelectTrigger className="w-[180px] px-4">
<SelectValue placeholder="Theme" />
</SelectTrigger>
<SelectContent>
<SelectItem value="website" className="h-10 px-4 hover:bg-slate-100">
Website Surveys
</SelectItem>
<SelectItem value="app" className="hover:bg-slate-10 h-10 px-4">
App Surveys
</SelectItem>
</SelectContent>
</Select>
);
};

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@@ -1,3 +1,3 @@
export const classNames = (...classes: any) => {
export function classNames(...classes: any) {
return classes.filter(Boolean).join(" ");
};
}

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@@ -1,6 +1,7 @@
/** @type {import('next').NextConfig} */
const nextConfig = {
reactStrictMode: true,
transpilePackages: ["@formbricks/ui"],
async redirects() {
return [
{
@@ -24,4 +25,4 @@ const nextConfig = {
},
};
export default nextConfig;
module.exports = nextConfig;

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@@ -13,13 +13,13 @@
"dependencies": {
"@formbricks/js": "workspace:*",
"@formbricks/ui": "workspace:*",
"lucide-react": "^0.379.0",
"lucide-react": "^0.378.0",
"next": "14.2.3",
"react": "18.3.1",
"react-dom": "18.3.1"
},
"devDependencies": {
"@formbricks/eslint-config": "workspace:*",
"@formbricks/config-typescript": "workspace:*"
"eslint-config-formbricks": "workspace:*",
"@formbricks/tsconfig": "workspace:*"
}
}

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@@ -3,7 +3,7 @@ import Head from "next/head";
import "../styles/globals.css";
const App = ({ Component, pageProps }: AppProps) => {
export default function App({ Component, pageProps }: AppProps) {
return (
<>
<Head>
@@ -18,6 +18,4 @@ const App = ({ Component, pageProps }: AppProps) => {
<Component {...pageProps} />
</>
);
};
export default App;
}

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@@ -1,6 +1,6 @@
import { Head, Html, Main, NextScript } from "next/document";
const Document = () => {
export default function Document() {
return (
<Html lang="en" className="h-full bg-slate-50">
<Head />
@@ -10,6 +10,4 @@ const Document = () => {
</body>
</Html>
);
};
export default Document;
}

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@@ -9,7 +9,7 @@ import fbsetup from "../../public/fb-setup.png";
declare const window: any;
const AppPage = ({}) => {
export default function AppPage({}) {
const [darkMode, setDarkMode] = useState(false);
const router = useRouter();
@@ -36,11 +36,7 @@ const AppPage = ({}) => {
if (process.env.NEXT_PUBLIC_FORMBRICKS_ENVIRONMENT_ID && process.env.NEXT_PUBLIC_FORMBRICKS_API_HOST) {
const userId = "THIS-IS-A-VERY-LONG-USER-ID-FOR-TESTING";
const userInitAttributes = {
language: "de",
"Init Attribute 1": "eight",
"Init Attribute 2": "two",
};
const userInitAttributes = { language: "de", "Init Attribute 1": "eight", "Init Attribute 2": "two" };
formbricks.init({
environmentId: process.env.NEXT_PUBLIC_FORMBRICKS_ENVIRONMENT_ID,
@@ -59,7 +55,7 @@ const AppPage = ({}) => {
router.events.off("routeChangeComplete", handleRouteChange);
};
}
}, []);
});
return (
<div className="h-screen bg-white px-12 py-6 dark:bg-slate-800">
@@ -238,6 +234,4 @@ const AppPage = ({}) => {
</div>
</div>
);
};
export default AppPage;
}

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@@ -9,7 +9,7 @@ import fbsetup from "../../public/fb-setup.png";
declare const window: any;
const AppPage = ({}) => {
export default function AppPage({}) {
const [darkMode, setDarkMode] = useState(false);
const router = useRouter();
@@ -139,6 +139,4 @@ const AppPage = ({}) => {
</div>
</div>
);
};
export default AppPage;
}

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@@ -1,5 +1,5 @@
{
"extends": "@formbricks/config-typescript/nextjs.json",
"extends": "@formbricks/tsconfig/nextjs.json",
"include": ["next-env.d.ts", "**/*.ts", "**/*.tsx"],
"exclude": ["node_modules"]
}

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@@ -1,3 +1,4 @@
module.exports = {
extends: ["@formbricks/eslint-config/legacy-next.js"],
root: true,
extends: ["formbricks"],
};

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@@ -6,7 +6,7 @@ import I2 from "./images/I2.webp";
export const metadata = {
title: "Using Actions in Formbricks | Fine-tuning User Moments",
description:
"Dive deep into how actions in Formbricks help products and organizations to engage users at precise moments in their journey. Discover the power of actions, from coding to no-code setups, to refine user targeting and generate richer, more detailed user insights.",
"Dive deep into how actions in Formbricks help products and teams to engage users at precise moments in their journey. Discover the power of actions, from coding to no-code setups, to refine user targeting and generate richer, more detailed user insights.",
};
#### App Surveys
@@ -57,35 +57,12 @@ To add a No-Code Action:
className="max-w-full rounded-lg sm:max-w-3xl"
/>
Here are four types of No-Code actions you can set up:
Here are three types of No-Code actions you can set up:
### **1. Click Action**
Click Action is triggered when a user clicks on a specific element within your application. You can define the element's inner text or CSS selector to trigger the survey.
- **Inner Text**: Checks if the innerText of a clicked HTML element, like a button label, matches a specific text. This action allows you to display a survey based on text interactions within your application.
- **CSS Selector**: Verifies if a clicked HTML element matches a provided CSS selector, such as a class, ID, or any other CSS selector used in your website. It enables survey triggers based on element interactions.
### **2. Page view Action**
This action is triggered when a user visits a page within your application.
### **3. Exit Intent Action**
This action is triggered when a user is about to leave your application. It helps capture user feedback before they exit, providing valuable insights into user experiences and potential improvements.
### **4. 50% Scroll Action**
This action is triggered when a user scrolls through 50% of a page within your application. It helps capture user feedback at a specific point in their journey, enabling you to gather insights based on user interactions.
### **1. Page URL Action**
This action is triggered when a user visits a specific page within your application. You can define the URL match conditions as follows:
<Note>
You can combine the url filters with any of the no-code actions to trigger the survey based on the URL match conditions.
### **URL Match Conditions**
- **exactMatch**: Triggers the action when the URL exactly matches the specified string.
- **contains**: Activates when the URL contains the specified substring.
- **startsWith**: Fires when the URL starts with the specified string.
@@ -93,7 +70,15 @@ You can combine the url filters with any of the no-code actions to trigger the s
- **notMatch**: Triggers when the URL does not match the specified condition.
- **notContains**: Activates when the URL does not contain the specified substring.
</Note>
### **2. innerText Action**
Checks if the innerText of a clicked HTML element, like a button label, matches a specific text. This action allows you to display a survey based on text interactions within your application.
### **3. CSS Selector Action**
This action verifies if a clicked HTML element matches a provided CSS selector, such as a class, ID, or any other CSS selector used in your website. It enables survey triggers based on element interactions.
<Note>You can have an action use combination of the 3 types as you wish</Note>
## **Setting Up Code Actions**

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@@ -33,7 +33,7 @@ const libraries = [
},
];
export const Libraries = () => {
export function Libraries() {
return (
<div className="my-16 xl:max-w-none">
<div className="not-prose mt-4 grid grid-cols-1 gap-x-6 gap-y-10 border-slate-900/5 sm:grid-cols-2 xl:max-w-none xl:grid-cols-3 dark:border-white/5">
@@ -57,4 +57,4 @@ export const Libraries = () => {
</div>
</div>
);
};
}

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@@ -80,11 +80,6 @@ formbricks.init({
You can use the setAttribute function to set any custom attribute for the user (e.g. name, plan, etc.):
<Note>
Please note that the number of different attribute classes (e.g., "Plan," "First Name," etc.) is currently
limited to 150 attributes per environment.
</Note>
<Col>
<CodeGroup title="Setting Custom Attributes">
@@ -120,4 +115,4 @@ formbricks.logout();
```
</CodeGroup>
</Col>
</Col>

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@@ -41,7 +41,9 @@ To run the Churn Survey in your app you want to proceed as follows:
4. Prevent that churn!
<Note>
## Formbricks Widget running? We assume that you have already installed the Formbricks Widget in your web app. Its required to display messages and surveys in your app. If not, please follow the [Quick Start Guide (takes 15mins max.)](/app-surveys/quickstart)
## Formbricks Widget running?
We assume that you have already installed the Formbricks Widget in your web app. Its required to display messages and surveys in your app. If not, please follow the [Quick Start Guide
(takes 15mins max.)](/app-surveys/quickstart)
</Note>
### 1. Create new Churn Survey
@@ -78,9 +80,9 @@ In this case, you dont really need to pre-segment your audience. You likely w
### 4. Set up a trigger
To create the trigger for your Churn Survey, you have three options to choose from:
To create the trigger for your Churn Survey, you have two options to choose from:
1. **Trigger by Inner Text:** You likely have a “Cancel Subscription” button in your app. You can setup a user Action with the according `Inner Text` to trigger the survey, like so:
1. **Trigger by innerText:** You likely have a “Cancel Subscription” button in your app. You can setup a user Action with the according `innerText` to trigger the survey, like so:
<MdxImage
src={TriggerInnerText}
@@ -98,7 +100,7 @@ To create the trigger for your Churn Survey, you have three options to choose fr
className="max-w-full rounded-lg sm:max-w-3xl"
/>
1. **Trigger by page view filters:** Lastly, you could also display your survey on a subpage “/subscription-cancelled” where you forward users once they cancelled the trial subscription. You can then create a user Action with the type `Page View` and add select `Limit to specific pages` to add url filters, with the following settings:
3. **Trigger by pageURL:** Lastly, you could also display your survey on a subpage “/subscription-cancelled” where you forward users once they cancelled the trial subscription. You can then create a user Action with the type `pageURL` with the following settings:
<MdxImage
src={TriggerPageUrl}
@@ -109,7 +111,7 @@ To create the trigger for your Churn Survey, you have three options to choose fr
Whenever a user visits this page, matches the filter conditions above and the recontact options (below) the survey will be displayed ✅
Here is our complete [Actions manual](/app-surveys/actions/) covering [No-Code](/app-surveys/actions#setting-up-no-code-actions) and [Code](/app-surveys/actions#setting-up-code-actions) Actions.
Here is our complete [Actions manual](/actions/why) covering [Code](/actions/code) and [No-Code](/actions/no-code) Actions.
<Note>
## Pre-churn flow coming soon Were currently building full-screen survey pop-ups. Youll be able to prevent

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@@ -135,7 +135,7 @@ import { Popover, PopoverContent, PopoverTrigger } from "@formbricks/ui/Popover"
import { handleFeedbackSubmit, updateFeedback } from "../../lib/handleFeedbackSubmit";
export const DocsFeedback = () => {
export default function DocsFeedback() {
const router = useRouter();
const [isOpen, setIsOpen] = useState(false);
const [sharedFeedback, setSharedFeedback] = useState(false);
@@ -199,7 +199,7 @@ export const DocsFeedback = () => {
)}
</div>
);
};
}
```
</CodeGroup>

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@@ -38,10 +38,9 @@ To run the Feature Chaser survey in your app you want to proceed as follows:
2. Setup a user action to display survey at the right point in time
<Note>
## Formbricks Widget running?
We assume that you have already installed the Formbricks Widget in your web
wapp. Its required to display messages and surveys in your app. If not, please follow the [Quick Start
Guide (takes 15mins max.)](/app-surveys/quickstart)
## Formbricks Widget running?
We assume that you have already installed the Formbricks Widget in your web wapp. Its required to display messages and surveys in your app. If not, please follow the [Quick Start Guide
(takes 15mins max.)](/app-surveys/quickstart)
</Note>
### 1. Create new Feature Chaser
@@ -74,11 +73,11 @@ Save, and move over to where the magic happens: The “Audience” tab.
Before setting the right trigger, you need to identify a user action in your app which signals, that they have just used the feature you want to understand better. In most cases, it is clicking a specific button in your product.
You can create [Code Actions](/app-surveys/actions#setting-up-code-actions) and [No Code Actions](/app-surveys/actions#setting-up-no-code-actions) to follow users through your app. In this example, we will create a No Code Action.
You can create [Code Actions](/actions/code) and [No Code Actions](/actions/no-code) to follow users through your app. In this example, we will create a No Code Action.
There are two ways to track a button:
1. **Trigger by Inner Text:** You might have a button with a unique text at the end of your feature e.g. "Export Report". You can setup a user Action with the according `Inner Text` to trigger the survey, like so:
1. **Trigger by innerText:** You might have a button with a unique text at the end of your feature e.g. "Export Report". You can setup a user Action with the according `innerText` to trigger the survey, like so:
<MdxImage
src={ActionText}

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@@ -65,18 +65,19 @@ Change the questions and answer options according to your preference:
### 3. Create user action to trigger Feedback Box:
Go to the “Audience” tab, find the “When to send” card and choose “Add Action”. We will now use our super cool User Action Tracker:
Go to the “Audience” tab, find the “When to send” card and choose “Add Action”. We will now use our super cool No-Code User Action Tracker:
<MdxImage src={AddAction} alt="Add action" quality="100" className="max-w-full rounded-lg sm:max-w-3xl" />
We have two options to track the Feedback Button in your application: innerText and CSS-Selector:
1. **Inner Text:** This means that whenever a user clicks any HTML item in your app which has an `Inner Text` of `Feedback` the Feedback Box will be displayed.
1. **innerText:** This means that whenever a user clicks any HTML item in your app which has an `innerText` of `Feedback` the Feedback Box will be displayed.
2. **CSS-Selector:** This means that when an element with a specific CSS-Selector like `#feedback-button` is clicked, your Feedback Box is triggered.
<MdxImage src={ActionText} alt="Add HTML action" quality="100" className="rounded-lg" />
2. **CSS Selector:** This means that when an element with a specific CSS-Selector like `#feedback-button` is clicked, your Feedback Box is triggered.
<MdxImage src={ActionCSS} alt="Add CSS action" quality="100" className="rounded-lg" />
<div className="grid max-w-full grid-cols-2 space-x-2 sm:max-w-3xl">
<MdxImage src={ActionText} alt="Add HTML action" quality="100" className="rounded-lg" />
<MdxImage src={ActionCSS} alt="Add CSS action" quality="100" className="rounded-lg" />
</div>
### 4. Select action in the “When to ask” card

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@@ -38,8 +38,9 @@ To display the Trial Conversion Survey in your app you want to proceed as follow
3. Print that 💸
<Note>
## Formbricks Widget running?
We assume that you have already installed the Formbricks Widget in your web app. Its required to display messages and surveys in your app. If not, please follow the [Quick Start Guide (takes 15mins max.)](/app-surveys/quickstart)
## Formbricks Widget running?
We assume that you have already installed the Formbricks Widget in your web app. Its required to display messages and surveys in your app. If not, please follow the [Quick Start Guide
(takes 15mins max.)](/app-surveys/quickstart)
</Note>
### 1. Create new Trial Conversion Survey
@@ -83,7 +84,7 @@ Pre-segmentation isn't relevant for this survey because you likely want to solve
How you trigger your survey depends on your product. There are two options:
1. **Trigger by Page view:** Lets say you have a page under “/trial-cancelled” where you forward users once they cancelled the trial subscription. You can then create an user Action with the type `Page View` and add select `Limit to specific pages` to add url filters, with the following settings:
1. **Trigger by pageURL:** Lets say you have a page under “/trial-cancelled” where you forward users once they cancelled the trial subscription. You can then create an user Action with the type `pageURL` with the following settings:
<MdxImage
src={ActionPageurl}
@@ -94,7 +95,7 @@ How you trigger your survey depends on your product. There are two options:
Whenever a user visits this page, the survey will be displayed ✅
2. **Trigger by Button Click:** In a different case, you have a “Cancel Trial" button in your app. You can setup a user Action with the according `Inner Text` like so:
2. **Trigger by Button Click:** In a different case, you have a “Cancel Trial button in your app. You can setup a user Action with the according `innerText` like so:
<MdxImage
src={ActionText}
@@ -103,7 +104,7 @@ Whenever a user visits this page, the survey will be displayed ✅
className="max-w-full rounded-lg sm:max-w-3xl"
/>
Please have a look at our complete [Actions manual](/app-surveys/actions/) if you have questions.
Please have a look at our complete [Actions manual](/actions/why) if you have questions.
### 5. Select Action in the “When to ask” card

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@@ -43,8 +43,9 @@ To display an Interview Prompt in your app you want to proceed as follows:
3. Thats it! 🎉
<Note>
## Formbricks Widget running?
We assume that you have already installed the Formbricks Widget in your web app. Its required to display messages and surveys in your app. If not, please follow the [Quick Start Guide (15mins).](/app-surveys/quickstart)
## Formbricks Widget running?
We assume that you have already installed the Formbricks Widget in your web app. Its required to display messages and surveys in your app. If not, please follow the [Quick Start Guide
(15mins).](/app-surveys/quickstart)
</Note>
### 1. Create new Interview Prompt
@@ -85,7 +86,9 @@ Save, and move over to the “Audience” tab.
### 3. Pre-segment your audience (coming soon)
<Note>
## Filter by attribute coming soon. We're working on pre-segmenting users by attributes. We will update this manual in the next few days.
## Filter by attribute coming soon.
We're working on pre-segmenting users by attributes. We will update this
manual in the next few days.
</Note>
Once you clicked over to the “Audience” tab you can change the settings. In the **Who To Send** card, select “Filter audience by attribute”. This allows you to only show the prompt to a specific segment of your user base.
@@ -96,13 +99,13 @@ Great, now only the “Power User” segment will see our Interview Prompt. But
### 4. Set up a trigger for the Interview Prompt:
To create the trigger to show your Interview Prompt, go to the “Audience” tab, find the “When to send” card and choose “Add Action”. We will now use our super cool User Action Tracker:
To create the trigger to show your Interview Prompt, go to the “Audience” tab, find the “When to send” card and choose “Add Action”. We will now use our super cool No-Code User Action Tracker:
<MdxImage src={AddAction} alt="Add action" quality="100" className="max-w-full rounded-lg sm:max-w-3xl" />
Generally, we have two types of user actions: Page views and clicks. The Interview Prompt, youll likely want to display it on a page visit since you already filter who sees the prompt by attributes.
1. **Page view:** Whenever a user visits a page the survey will be displayed, as long as the other conditions match. Other conditions are pre-segmentation, if this user has seen a survey in the past 2 weeks, etc.
1. **pageURL:** Whenever a user visits a page the survey will be displayed, as long as the other conditions match. Other conditions are pre-segmentation, if this user has seen a survey in the past 2 weeks, etc.
<MdxImage
src={ActionPageurl}
@@ -111,7 +114,7 @@ Generally, we have two types of user actions: Page views and clicks. The Intervi
className="max-w-full rounded-lg sm:max-w-3xl"
/>
2. **Click(Inner Text & CSS Selector):** When a user clicks an element (like a button) with a specific text content or CSS selector, the prompt will be displayed as long as the other conditions also match.
2. **innerText & CSS-Selector:** When a user clicks an element (like a button) with a specific text content or CSS selector, the prompt will be displayed as long as the other conditions also match.
<div className="grid max-w-full grid-cols-2 space-x-2 sm:max-w-3xl">
<MdxImage src={ActionCSS} alt="Add CSS action" quality="100" className="rounded-lg" />
@@ -143,7 +146,8 @@ Scroll down to “Recontact Options”. Here you have to choose the correct sett
<MdxImage src={Publish} alt="Publish survey" quality="100" className="max-w-full rounded-lg sm:max-w-3xl" />
<Note>
## Formbricks Widget running? You need to have the Formbricks Widget installed to display the Feedback Box in your app. Please follow [this tutorial (Step 4 onwards)](/app-surveys/quickstart) to install the widget.
## Formbricks Widget running?
You need to have the Formbricks Widget installed to display the Feedback Box in your app. Please follow [this tutorial (Step 4 onwards)](/app-surveys/quickstart) to install the widget.
</Note>
###

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@@ -37,8 +37,9 @@ To display the Product-Market Fit survey in your app you want to proceed as foll
3. Setup the user action to display survey at good point in time
<Note>
## Formbricks Widget running?
We assume that you have already installed the Formbricks Widget in your web app. Its required to display messages and surveys in your app. If not, please follow the [Quick Start Guide (15mins).](/app-surveys/quickstart)
## Formbricks Widget running?
We assume that you have already installed the Formbricks Widget in your web app. Its required to display messages and surveys in your app. If not, please follow the [Quick Start Guide
(15mins).](/app-surveys/quickstart)
</Note>
### 1. Create new PMF survey
@@ -84,13 +85,13 @@ To run this survey properly, you should pre-segment your user base. As touched u
- Check the time passed since sign-up (e.g. signed up 4 weeks ago)
- User has performed a specific action a certain number of times or (e.g. created 5 reports)
- User has performed a combination of actions (e.g. created a report **and** invited a organization member)
- User has performed a combination of actions (e.g. created a report **and** invited a team member)
This way you make sure that you separate potentially misleading opinions from valuable insights.
### 4. Set up a trigger for the Product-Market Fit survey:
You need a trigger to display the survey but in this case, the filtering does all the work. Its up to you to decide to display the survey after the user viewed a specific subpage (pageURL) or after clicking an element. Have a look at the [Actions manual](/app-surveys/actions/) if you are not sure how to set them up:
You need a trigger to display the survey but in this case, the filtering does all the work. Its up to you to decide to display the survey after the user viewed a specific subpage (pageURL) or after clicking an element. Have a look at the [Actions manual](/actions/why) if you are not sure how to set them up:
<Col>

View File

@@ -1,6 +1,6 @@
import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from "@formbricks/ui/Accordion";
import { FaqJsonLdComponent } from "./FAQPageJsonLd";
import FaqJsonLdComponent from "./FAQPageJsonLd";
const FAQ_DATA = [
{
@@ -62,7 +62,7 @@ export const faqJsonLdData = FAQ_DATA.map((faq) => ({
acceptedAnswerText: faq.answer(),
}));
export const FAQ = () => {
export default function FAQ() {
return (
<>
<FaqJsonLdComponent data={faqJsonLdData} />
@@ -76,4 +76,4 @@ export const FAQ = () => {
</Accordion>
</>
);
};
}

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@@ -2,11 +2,11 @@
import { FAQPageJsonLd } from "next-seo";
export const FaqJsonLdComponent = ({ data }) => {
export default function FaqJsonLdComponent({ data }) {
const faqEntities = data.map(({ question, answer }) => ({
questionName: question,
acceptedAnswerText: answer,
}));
return <FAQPageJsonLd mainEntity={faqEntities} />;
};
}

View File

@@ -43,6 +43,7 @@ To be able to keep working on Formbricks over the coming years, we need to colle
Once you open a PR, you will get a message from the CLA bot to fill out the form. Please note that we can only get your contribution merged when we have a CLA signed by you.
## Setup Dev Environment
We currently officially support the below methods to set up your development environment for Formbricks.
@@ -424,7 +425,7 @@ This usually happens when the Formbricks Widget wasn't correctly or completely b
<CodeGroup title="Build js library first and then run again">
```bash
pnpm build --filter=@formbricks/js
pnpm build --filter=js
// Run the app again
pnpm dev
@@ -440,15 +441,15 @@ Since we're working with a monorepo structure, the repository can get quite big.
<CodeGroup title="Only run the required project">
```bash {{ title: 'Formbricks Web-App' }}
pnpm dev --filter=@formbricks/web...
pnpm dev --filter=web...
```
```bash {{ title: 'Formbricks Docs' }}
pnpm dev --filter=@formbricks/docs...
```bash {{ title: 'Formbricks Landing Page' }}
pnpm dev --filter=formbricks-com...
```
```bash {{ title: 'Formbricks Demo App' }}
pnpm dev --filter=@formbricks/demo...
pnpm dev --filter=demo...
```
</CodeGroup>
@@ -467,3 +468,4 @@ However, in our experience it's better to run `pnpm dev` than having two termina
This happens when you're using the Demo App and delete the Person within the Formbricks app which the widget is currently connected with. We're fixing it, but you can also just logout your test person and reload the page to get rid of it.
<MdxImage src={Logout} alt="Logout Person" quality="100" className="max-w-full rounded-lg sm:max-w-3xl" />

View File

@@ -24,7 +24,8 @@ export const metadata = {
The Airtable integration allows you to automatically send responses to an Airtable of your choice.
<Note>
If you are on a self-hosted instance, you will need to configure this integration separately. Please follow the guides [here](/self-hosting/integrations) to configure integrations on your self-hosted instance.
This feature is enabled by default in Formbricks Cloud but needs to be self-configured when running a
self-hosted version of Formbricks.
</Note>
## Formbricks Cloud

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@@ -21,8 +21,9 @@ export const metadata = {
The Google Sheets integration allows you to automatically send responses to a Google Sheet of your choice.
<Note>
If you are on a self-hosted instance, you will need to configure this integration separately. Please follow
the guides [here](/self-hosting/integrations) to configure integrations on your self-hosted instance.
This feature is enabled by default in Formbricks Cloud but needs to be self-configured when running a
self-hosted version of Formbricks. For self-configuration, see additional setup
[below](#setup-in-self-hosted-formbricks).
</Note>
## Connect Google Sheets
@@ -71,7 +72,7 @@ Before the next step, make sure that you have a Formbricks Survey with at least
className="max-w-full rounded-lg sm:max-w-3xl"
/>
6. Enter the spreadsheet URL for the Google Sheet you want to link with Formbricks and the Survey. On doing so, you will be asked with what questions' responses you want to feed in the Google Sheet. Select the questions and click on the "Link Sheet" button.
6. Select the Google Sheet you want to link with Formbricks and the Survey. On doing so, you will be asked with what questions' responses you want to feed in the Google Sheet. Select the questions and click on the "Link Sheet" button.
<MdxImage
src={LinkWithQuestions}
@@ -116,6 +117,7 @@ To remove the integration with Google Account,
For the above, we ask for:
1. **User Email**: To identify you (that's it, nothing else, we're opensource, see this in our codebase [here](https://github.com/formbricks/formbricks/blob/main/apps/web/app/api/google-sheet/callback/route.ts#L47C17-L47C25))
1. **Google Drive API**: To list all your google sheets (that's it, nothing else, we're opensource, see this method in our codebase [here](https://github.com/formbricks/formbricks/blob/main/packages/lib/googleSheet/service.ts#L13))
1. **Google Spreadsheet API**: To write to the spreadsheet you select (that's it, nothing else, we're opensource, see this method in our codebase [here](https://github.com/formbricks/formbricks/blob/main/packages/lib/googleSheet/service.ts#L70))
<Note>We store as little personal information as possible.</Note>

View File

@@ -27,7 +27,7 @@ export const metadata = {
Make is a powerful tool to send information between Formbricks and thousands of apps. Here's how to set it up.
<Note>
Nailed down your survey?? Any changes in the survey cause additional work in the _Scenario_. It
### Nail down your survey first ? Any changes in the survey cause additional work in the _Scenario_. It
makes sense to first settle on the survey you want to run and then get to setting up Make.
</Note>

View File

@@ -29,7 +29,7 @@ export const metadata = {
n8n allows you to build flexible workflows focused on deep data integration. And with sharable templates and a user-friendly UI, the less technical people on your team can collaborate on them too. Unlike other tools, complexity is not a limitation. So you can build whatever you want — without stressing over budget. Hook up Formbricks with n8n and you can send your data to 350+ other apps. Here is how to do it.
<Note>
Nail down your survey? Any changes in the survey cause additional work in the n8n node. It makes
### Nail down your survey first Any changes in the survey cause additional work in the n8n node. It makes
sense to first settle on the survey you want to run and then get to setting up n8n.
</Note>

View File

@@ -21,7 +21,8 @@ export const metadata = {
The notion integration allows you to automatically send responses to a Notion database of your choice.
<Note>
If you are on a self-hosted instance, you will need to configure this integration separately. Please follow the guides [here](/self-hosting/integrations) to configure integrations on your self-hosted instance.
This feature is enabled by default in Formbricks Cloud but needs to be self-configured when running a
self-hosted version of Formbricks.
</Note>
## Formbricks Cloud

View File

@@ -10,7 +10,7 @@ export const metadata = {
At Formbricks, we understand the importance of integrating with third-party applications. We have step-by-step guides to configure our third-party integrations with a your Formbricks instance. We currently support the below integrations, click on them to see their individual guides:
<Note>
If you are on a self-hosted instance, you will need to configure these integrations manually. Please follow the guides [here](/self-hosting/integrations) to configure integrations on your self-hosted instance.
If you are on a self-hosted instance, you will need to configure these integrations manually. Please follow the guides [here](/self-hosting/integrations) to configure them.
</Note>
- [Airtable](/developer-docs/integrations/airtable): Automatically send responses to an Airtable of your choice.

View File

@@ -22,8 +22,8 @@ export const metadata = {
The slack integration allows you to automatically send responses to a Slack channel of your choice.
<Note>
If you are on a self-hosted instance, you will need to configure this integration separately. Please follow
the guides [here](/self-hosting/integrations) to configure integrations on your self-hosted instance.
This feature is enabled by default in Formbricks Cloud but needs to be self-configured when running a
self-hosted version of Formbricks.
</Note>
## Formbricks Cloud

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@@ -1,149 +0,0 @@
import { MdxImage } from "@/components/MdxImage";
import AddMember from "./images/add-member.webp";
import BulkInvite from "./images/bulk-invite.webp";
import IndvInvite from "./images/individual-invite.webp";
import MenuItem from "./images/organization-settings-menu.webp";
export const metadata = {
title: "Organization Access Roles",
description:
"Assign different roles to organization members to grant them specific rights like creating surveys, viewing responses, or managing organization members.",
};
# Organization Access Roles
Assign different roles to organization members to grant them specific rights like creating surveys, viewing responses, or managing organization members.
<Note>
Access Roles is a feature of the **Enterprise Edition**. In the **Community Edition** and on the **Free**
and **Startup** plan in the Cloud you can invite unlimited organization members as `Admins`.
</Note>
Here are the different access permissions, ranked from highest to lowest access
1. Owner
2. Admin
3. Developer
4. Editor
5. Viewer
For more information on user roles & permissions, see below:
| | Owner | Admin | Editor | Developer | Viewer |
| -------------------------------- | ----- | ----- | ------ | --------- | ------ |
| **Organization** | | | | | |
| Update organization | ✅ | ✅ | ❌ | ❌ | ❌ |
| Delete organization | ✅ | ❌ | ❌ | ❌ | ❌ |
| Add new Member | ✅ | ✅ | ❌ | ❌ | ❌ |
| Delete Member | ✅ | ✅ | ❌ | ❌ | ❌ |
| Update Member Access | ✅ | ✅ | ❌ | ❌ | ❌ |
| Update Billing | ✅ | ✅ | ❌ | ❌ | ❌ |
| **Product** | | | | | |
| Create Product | ✅ | ✅ | ✅ | ✅ | ❌ |
| Update Product Name | ✅ | ✅ | ✅ | ❌ | ❌ |
| Update Product Name | ✅ | ✅ | ✅ | ❌ | ❌ |
| Update Product Recontact Options | ✅ | ✅ | ✅ | ✅ | ❌ |
| Update Look & Feel | ✅ | ✅ | ✅ | ✅ | ❌ |
| Update Survey Languages | ✅ | ✅ | ✅ | ✅ | ❌ |
| Delete Product | ✅ | ✅ | ✅ | ✅ | ❌ |
| **Surveys** | | | | | |
| Create New Survey | ✅ | ✅ | ✅ | ✅ | ❌ |
| Edit Survey | ✅ | ✅ | ✅ | ✅ | ❌ |
| Delete Survey | ✅ | ✅ | ✅ | ✅ | ❌ |
| View survey results | ✅ | ✅ | ✅ | ✅ | ✅ |
| **Response** | | | | | |
| Delete response | ✅ | ✅ | ✅ | ✅ | ❌ |
| Add tags on response | ✅ | ✅ | ✅ | ✅ | ❌ |
| Edit tags on response | ✅ | ✅ | ✅ | ✅ | ❌ |
| **Actions** | | | | | |
| Create Action | ✅ | ✅ | ✅ | ✅ | ❌ |
| Update Action | ✅ | ✅ | ✅ | ✅ | ❌ |
| Delete Action | ✅ | ✅ | ✅ | ✅ | ❌ |
| **API Keys** | | | | | |
| Create API key | ✅ | ✅ | ✅ | ✅ | ❌ |
| Update API key | ✅ | ✅ | ✅ | ✅ | ❌ |
| Delete API key | ✅ | ✅ | ✅ | ✅ | ❌ |
| **Tags** | | | | | |
| Create tags | ✅ | ✅ | ✅ | ✅ | ❌ |
| Update tags | ✅ | ✅ | ✅ | ✅ | ❌ |
| Delete tags | ✅ | ✅ | ✅ | ✅ | ❌ |
| **People** | | | | | |
| Delete Person | ✅ | ✅ | ✅ | ✅ | ❌ |
| **Integrations** | | | | | |
| Manage Integrations | ✅ | ✅ | ✅ | ✅ | ❌ |
## Inviting organization members
There are two ways to invite organization members: One by one or in bulk.
### Invite organization members one by one
1. Go to the `Organization Settings` page via the menu in the lower right corner:
<MdxImage
src={MenuItem}
alt="Where to find the Menu Item for Organization Settings"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
2. Click on the `Add Member` button:
<MdxImage
src={AddMember}
alt="Add Member Button Position"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
3. In the modal, add the Name, Email and Role of the organization member you want to invite:
<MdxImage
src={IndvInvite}
alt="Individual Invite Modal Tab"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
<Note>
Access Roles is a feature of the **Enterprise Edition**. In the **Community Edition** and on the **Free**
and **Startup** plan in the Cloud you can invite unlimited organization members as `Admins`.
</Note>
Formbricks sends an email to the organization member with an invitation link. The organization member can accept the invitation or create a new account by clicking on the link.
### Invite organization members in bulk
1. Go to the `Organization Settings` page via the menu in the lower right corner:
<MdxImage
src={MenuItem}
alt="Where to find the Menu Item for Organization Settings"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
2. Click on the `Add Member` button:
<MdxImage
src={AddMember}
alt="Add Member Button Position"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
3. In the modal, switch to `Bulk Invite`. You can download an example .CSV file to fill in the Name, Email and Role of the organization members you want to invite:
<MdxImage
src={BulkInvite}
alt="Individual Invite Modal Tab"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
4. Upload the filled .CSV file and invite the organization members in bulk ✅
Formbricks sends an email to each organization member in the CSV. The member can accept the invitation or create a new account by clicking on the link.
---

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import { MdxImage } from "@/components/MdxImage";
import PreRequisiteImage from "./images/Pre-requisite.webp";
import StepEight from "./images/StepEight.webp";
import StepEleven from "./images/StepEleven.webp";
import StepFive from "./images/StepFive.webp";
import StepFour from "./images/StepFour.webp";
import StepNine from "./images/StepNine.webp";
import StepOne from "./images/StepOne.webp";
import StepSeven from "./images/StepSeven.webp";
import StepSix from "./images/StepSix.webp";
import StepTen from "./images/StepTen.webp";
import StepThree from "./images/StepThree.webp";
import StepTwo from "./images/StepTwo.webp";
import Doggo from "./images/Doggo.jpg";
import HipsterLiving from "./images/HipsterLiving.jpg";
import Mario from "./images/Mario.webp";
import WindowsXp from "./images/WindowsXp.jpg";
export const metadata = {
title: "Custom Styling in Formbricks Surveys",
description:
"Style your surveys effortlessly with Formbricks to match your brand's unique aesthetic, from Super Mario themes to the minimalist Windows XP style. Customize everything from color schemes to adding your logo, all without needing any coding skills.",
};
# Custom Styling
Style your surveys effortlessly with Formbricks to match your brand's unique aesthetic, from Super Mario themes to the minimalist Windows XP style. Customize everything from color schemes to adding your logo, all without needing any coding skills. Dont miss out some of our standout design surveys at the end!
### Product Styling
Easily apply a consistent style across all your current & future surveys:
**Pre-requisites:**
1. Navigate to the **Settings** tab on the Formbricks Dashboard.
2. Select **Look & Feel** under the **Product** section in the left navbar
<MdxImage
src={PreRequisiteImage}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
**Switch between Link Survey & App Survey** to preview different styles
### **Styling Options**
1. **Form Styling:** Customize the survey card using the following settings
<MdxImage
src={StepOne}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
- **Brand Color**: Sets the primary color tone of the survey.
- **Text Color**: This is a single color scheme that will be used across to display all the text on your survey. Ensures all text is readable against the background.
- **Input Color:** Alters the border color of input fields.
- **Input Border Color**: This is the color of the border of the form input field.
2. **Card Styling:** Adjust the look of the survey card
<MdxImage
src={StepTwo}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
- **Roundness**: Adjusts the corner roundness of the survey card and its components (including input boxes, buttons).
- **Card Background Color**: Sets the card's main background color.
- **Card Border Color**: Changes the border color of the card
- **Card Shadow Color**: Adds a shadow effect for depth
- **Hide Progress Bar**: Optionally remove the progress bar to simplify the survey experience
- **Add Highlight Border**: Adds a distinct border for emphasis.
3. **Background Styling**: Customize the survey background with static colors, animations, or images (upload your own or get from Unsplash)
<Note>This is only available for Link Surveys</Note>
<MdxImage
src={StepThree}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
- **Color**: Pick any color for the background
- **Animation**: Add dynamic animations to enhance user experience..
- **Upload**: Use a custom uploaded image for a personalized touch
- Image: Choose from Unsplash's extensive gallery. Note that these images will have a link and mention of the author & Unsplash on the bottom right to give them the credit for their awesome work!
- **Background Overlay**: Adjust the background's opacity
### Add Brand Logo:
Customize your survey with your brand's logo.
<Note>only available for link survyes</Note>
1. In the Look & Feel page itself in Product settings, scroll down to see the Logo Upload box.
<MdxImage
src={StepFour}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
2. Upload your logo
<MdxImage
src={StepFive}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
3. Add a background color: If youve uploaded a transparent image and want to add background to it, enable this toggle and select the color of your choice.
<MdxImage
src={StepSix}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
4. Remember to save your changes!
<MdxImage
src={StepSeven}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
<Note>The logo setting applies across all link surveys</Note>
### Overwrite Product Styling
Create surveys with specific styles that differ from your general product style.
**Pre-requisites**:
- Enable the **Custom Styling** toggle in the **Look & Feel** settings
<MdxImage
src={StepEight}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
**Steps:**
1. Open the survey editor you want to change the styling of and switch to the Styling tab.
<MdxImage
src={StepNine}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
2. Activate the **Add Custom Styles** toggle to override the default product styling.
<MdxImage
src={StepTen}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
3. Customize your survey's style as needed!
<MdxImage
src={StepEleven}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
Voila! just hit the save button to apply your changes. Your survey is now ready to impress with its unique look!
## Overwrite CSS Styles for App & Website Surveys
You can overwrite the default CSS styles for the app & website surveys by adding the following CSS to your global CSS file (eg. `globals.css`):
Make sure that you do not change the CSS variable names as they are used by Formbricks to identify the CSS variables. You can change the values to your liking. We have filled in some sample values for you to change according to your desired appearance.
<Col>
<CodeGroup title="Overwrite Formbricks CSS">
```css
/* Formbricks CSS */
--fb-brand-color: red;
--fb-brand-text-color: white;
--fb-border-color: green;
--fb-border-color-highlight: rgb(13, 13, 12);
--fb-focus-color: red;
--fb-heading-color: yellow;
--fb-subheading-color: green;
--fb-info-text-color: orange;
--fb-signature-text-color: blue;
--fb-survey-background-color: black;
--fb-accent-background-color: rgb(13, 13, 12);
--fb-accent-background-color-selected: red;
--fb-placeholder-color: white;
--fb-shadow-color: var(--fb-brand-color);
--fb-rating-fill: rgb(13, 13, 12);
--fb-rating-hover: green;
--fb-back-btn-border: blue;
--fb-submit-btn-border: transparent;
--fb-rating-selected: black;
```
</CodeGroup>
</Col>
We have an example of this in our [Demo project](https://github.com/formbricks/formbricks/blob/main/apps/demo/styles/globals.css) here.
### Funky Survey Examples
- **Super Mario:** I guess he won't let himself be limited by radio buttons and do all three things
<MdxImage
src={Mario}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
- **Hipster Living**: Does your monstera get enough water?
<MdxImage
src={HipsterLiving}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
- **Windows XP**: Hach, nostalgia. Made us wanna play Mafia.
<MdxImage
src={WindowsXp}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
- **Whosagooooodbooooy**: Things you've likely said to your dog.
<MdxImage
src={Doggo}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
---

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import { MdxImage } from "@/components/MdxImage";
import FilledHiddenFields from "./filled-hidden-fields.webp";
import HiddenFieldResponses from "./hidden-field-responses.webp";
import HiddenFields from "./hidden-fields.webp";
import InputHiddenFields from "./input-hidden-fields.webp";
export const metadata = {
title: "Hidden Fields",
description: "Add hidden fields to your surveys to capture additional data without requiring user inputs!",
};
# Hidden Fields
Hidden fields are a powerful feature in Formbricks that allows you to 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`)
<Note>Hidden fields are now available in the Formbricks in-app and website surveys as well</Note>
## How to Add Hidden Fields
### Enable them in the Survey Builder
1. Edit the survey you want to add hidden fields to & switch to the Questions tab and scroll down to the bottom of the page. You will see a section called **Hidden Fields**. Make sure to enable it by toggling the switch.
<MdxImage
src={HiddenFields}
alt="Enable Hidden Fields"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
2. Now click on it to add a new hidden field ID. You can add as many hidden fields as you want.
<MdxImage
src={InputHiddenFields}
alt="Add Hidden Fields"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
<MdxImage
src={FilledHiddenFields}
alt="Filled Hidden Fields"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
### Set Hidden Field
<Col>
<CodeGroup title="Example Screen from which the User filled it">
```sh
formbricks.track("my event", {
hiddenFields: {
screen: "landing_page",
job: "Founder"
},
});
```
</CodeGroup>
</Col>
## View Hidden Fields in Responses
These hidden fields will now be visible in the responses tab just like other fields in the Summary as well as the Response Cards, and you can use them to filter and analyze your responses.
<MdxImage
src={HiddenFieldResponses}
alt="Hidden Field Responses"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
## Use Cases
- **User Metadata**: You can add hidden fields to capture user metadata such as user ID, email, or any other user-specific information.
- **Survey Metadata**: You can add hidden fields to capture other metadata, e.g. the screen from which the survey was filled, or any other app specific information.

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import { MdxImage } from "@/components/MdxImage";
import StepEleven from "./images/StepEleven.webp";
import StepNine from "./images/StepNine.webp";
import StepTen from "./images/StepTen.webp";
import Doggo from "./images/Doggo.jpg";
import HipsterLiving from "./images/HipsterLiving.jpg";
import Mario from "./images/Mario.webp";
import WindowsXp from "./images/WindowsXp.jpg";
export const metadata = {
title: "Overwrite Styling Theme on Individual Surveys",
description:
"Overwrite the global styling theme for individual surveys to create unique styles for each survey.",
};
# Overwrite Styling Theme on Individual Surveys
Overwrite the global styling theme for individual surveys to create unique styles for each survey.
<Note>To set a styling theme for all surveys, please see the [Styling Theme](/global/styling-theme) manual. </Note>
### Overwrite Styling Theme
1. In the Survey Editor of the survey you want to style, navigate to the **Styling** tab:
<MdxImage
src={StepNine}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
2. Activate the **Add Custom Styles** toggle to override the default product styling:
<MdxImage
src={StepTen}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
3. Customize your survey's style as needed:
<MdxImage
src={StepEleven}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
Voila! just hit the save button to apply your changes. Your survey is now ready to impress with its unique look!
## Overwrite CSS Styles for App & Website Surveys
You can overwrite the default CSS styles for the app & website surveys by adding the following CSS to your global CSS file (eg. `globals.css`):
Make sure that you do not change the CSS variable names as they are used by Formbricks to identify the CSS variables. You can change the values to your liking. We have filled in some sample values for you to change according to your desired appearance.
<Col>
<CodeGroup title="Overwrite Formbricks CSS">
```css
/* Formbricks CSS */
--fb-brand-color: red;
--fb-brand-text-color: white;
--fb-border-color: green;
--fb-border-color-highlight: rgb(13, 13, 12);
--fb-focus-color: red;
--fb-heading-color: yellow;
--fb-subheading-color: green;
--fb-info-text-color: orange;
--fb-signature-text-color: blue;
--fb-survey-background-color: black;
--fb-accent-background-color: rgb(13, 13, 12);
--fb-accent-background-color-selected: red;
--fb-placeholder-color: white;
--fb-shadow-color: var(--fb-brand-color);
--fb-rating-fill: rgb(13, 13, 12);
--fb-rating-hover: green;
--fb-back-btn-border: blue;
--fb-submit-btn-border: transparent;
--fb-rating-selected: black;
```
</CodeGroup>
</Col>
We have an example of this in our [Demo project](https://github.com/formbricks/formbricks/blob/main/apps/demo/styles/globals.css) here.
## Funky Survey Examples
- **Super Mario:** I guess he won't let himself be limited by radio buttons and do all three things
<MdxImage
src={Mario}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
- **Hipster Living**: Does your monstera get enough water?
<MdxImage
src={HipsterLiving}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
- **Windows XP**: Hach, nostalgia. Made us wanna play Mafia.
<MdxImage
src={WindowsXp}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
- **Whosagooooodbooooy**: Things you've likely said to your dog.
<MdxImage
src={Doggo}
alt="Choose a link survey template"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl "
/>
---

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