Portions of this software are licensed as follows:
- All content that resides under the "packages/ee/" directory of this repository, if that directory exists, is licensed under the license defined in "packages/ee/LICENSE".
- All content that resides under the "packages/js/", "packages/errors/" and "packages/api/" directories of this repository, if that directories exist, is licensed under the "MIT" license as defined in the "LICENSE" files of these packages.
- All content that resides under the "packages/js/", "packages/react-native/" and "packages/api/" directories of this repository, if that directories exist, is licensed under the "MIT" license as defined in the "LICENSE" files of these packages.
- All third party components incorporated into the Formbricks Software are licensed under the original license provided by the owner of the applicable component.
- Content outside of the above mentioned directories or restrictions above is available under the "AGPLv3" license as defined below.
@@ -82,7 +82,7 @@ Formbricks is both a free and open source survey platform - and a privacy-first
- 🔗 Create shareable **link surveys**.
- 👨👩👦 Invite your team members to **collaborate** on your surveys.
- 👨👩👦 Invite your organization members to **collaborate** on your surveys.
- 🔌 Integrate Formbricks with **Slack, Notion, Zapier, n8n and more**.
@@ -144,6 +144,12 @@ Or you can also deploy Formbricks on [RepoCloud](https://repocloud.io) using the
[](https://repocloud.io/details/?app_id=254)
##### Zeabur
Or you can also deploy Formbricks on [Zeabur](https://zeabur.com) using the button below.
[](https://zeabur.com/templates/G4TUJL)
<a id="development"></a>
## 👨💻 Development
@@ -160,7 +166,7 @@ Here is what you need to be able to run Formbricks:
### Local Setup
To get started locally, we've got a [guide to help you](https://formbricks.com/docs/contributing/setup).
To get started locally, we've got a [guide to help you](https://formbricks.com/docs/developer-docs/contributing/get-started#local-machine-setup).
### Gitpod Setup
@@ -184,7 +190,7 @@ Here are a few options:
- Upvote issues with 👍 reaction so we know what the demand for a particular issue is to prioritize it within the roadmap.
Please check out [our contribution guide](https://formbricks.com/docs/contributing/introduction) and our [list of open issues](https://github.com/formbricks/formbricks/issues) for more information.
Please check out [our contribution guide](https://formbricks.com/docs/developer-docs/contributing/get-started) and our [list of open issues](https://github.com/formbricks/formbricks/issues) for more information.
## All Thanks To Our Contributors
@@ -224,7 +230,7 @@ Additional to the AGPL licensed Formbricks core, this repository contains code l
### White-Labeling Formbricks and Other Licensing Needs
If you have other licensing requirements such as White-Labeling please [send us an email](mailto:hola@formbricks.com).
We currently do not offer Formbricks white-labeled. Any other needs? [Send us an email](mailto:hola@formbricks.com).
title: "Using Actions in Formbricks | Fine-tuning User Moments",
title: "Using Actions in Formbricks",
description:
"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.",
"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.",
};
#### App Surveys
# Actions & Targeting
# Actions
Understanding user thoughts and feelings at critical moments in their journey is pivotal. To achieve this, Formbricks uses user-centric actions that trigger surveys at precisely the right time. Actions are essentially notifications sent from your application to Formbricks when predefined user activities occur, making it possible to gather insights during key interactions.
<Note>
Ensure that you’ve **initialized Formbricks with a userId** to fully utilize this feature along with other
app survey capabilities.
</Note>
Actions are predefined events within your app that prompt Formbricks to display a survey when triggered. These are detected by the Formbricks widget, which then presents the appropriate survey based on your predefined settings.
## **How Do Actions Work?**
Actions in Formbricks App Surveys are deeply integrated with user activities within your app. When a user performs a specified action, the Formbricks widget detects this activity and can present a survey to that specific user if the trigger conditions match of that survey, while also recording the event. This capability ensures that surveys are not only triggered at the right time but are also tailored to the user’s recent interactions within the app. You can set up these actions either programmatically in your code or through a user-friendly No-Code interface within the Formbricks dashboard.
Actions in Formbricks App Surveys are deeply integrated with user activities within your app. When a user performs a specified action, the Formbricks widget detects this activity and can present a survey to that specific user if the trigger conditions match for that survey. This capability ensures that surveys are triggered at the right time. You can set up these actions through a user-friendly No-Code interface within the Formbricks dashboard.
## **Why Are Actions Useful?**
@@ -30,15 +25,7 @@ Actions are invaluable for enhancing survey relevance and effectiveness:
- **Personalized Engagement**: Surveys triggered by user actions ensure content is highly relevant and engaging, matching each user’s current context.
- **User Attributes**: By tying surveys to specific user attributes, such as activity levels or feature usage, you can customize the survey experience to reflect individual user profiles.
- **User Segments**: Analyze action data to create detailed user segments, targeting specific groups with surveys that are pertinent to their behaviors or interactions within the app.
- **User Targeting**: Precise targeting based on user actions and attributes ensures that surveys are shown only to users who meet certain criteria, enhancing the relevance and effectiveness of each survey.
<Note>
You now have the option to create survey-specific action classes directly within the survey editor. These
actions are exclusive to the individual survey and won't appear in the global action list, helping to keep
it uncluttered. For actions that are needed across multiple surveys, we recommend creating them from the
Actions tab.
</Note>
- **User Targeting**: Precise targeting based on user attributes ensures that surveys are shown only to users who meet certain criteria, enhancing the relevance and effectiveness of each survey.
## **Setting Up No-Code Actions**
@@ -64,12 +51,35 @@ To add a No-Code Action:
className="max-w-full rounded-lg sm:max-w-3xl"
/>
Here are three types of No-Code actions you can set up:
Here are four types of No-Code actions you can set up:
### **1. Page URL Action**
### **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.
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.
@@ -77,15 +87,7 @@ This action is triggered when a user visits a specific page within your applicat
- **notMatch**: Triggers when the URL does not match the specified condition.
- **notContains**: Activates when the URL does not contain the specified substring.
### **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>
This documentation frames actions around user interactions, emphasizing the connection between the user's activities and the survey experience. By leveraging user-centric actions, you can create highly targeted and timely surveys that resonate with users and yield valuable insights.
import { ResponsiveVideo } from "@/components/ResponsiveVideo";
import GermansGpt from "./germans-gpt.webp";
import Hni from "./hni.webp";
import PowerUsers from "./power-users.webp";
import RideHailing from "./ride-hailing.webp";
import UpsellMiro from "./upsell-miro.webp";
export const metadata = {
title: "Advanced Targeting in Surveys | Formbricks",
title: "Advanced Targeting for App Surveys | Formbricks",
description:
"Advanced Targeting allows you to show surveys to just the right group of people. You can target surveys based on user attributes, user events, metadata , literally anything! This helps you get more relevant feedback and make data-driven decisions. All of this without writing a single line of code.",
"Advanced Targeting allows you to show surveys to just the right group of people. You can target surveys based on user attributes, metadata, and other segments. This helps you get more relevant feedback and make data-driven decisions.",
};
#### App Surveys
# Advanced Targeting
Advanced Targeting allows you to show surveys to the right group of people. You can target surveys based on user attributes, user events, and more instead of spraying and praying. This helps you get more relevant feedback and make data-driven decisions. All of this without writing a single line of code.
Advanced Targeting allows you to show surveys to the right group of people. You can target surveys based on user attributes, device type, and more instead of spraying and praying. This helps you get more relevant feedback and make data-driven decisions. All of this without writing a single line of code.
@@ -69,18 +69,18 @@ Refer to our [Example HTML project](https://github.com/formbricks/examples/tree/
## ReactJS
Install the Formbricks SDK using one of the package managers ie `npm`,`pnpm`,`yarn`.
Install the Formbricks SDK using one of the package managers ie `npm`,`pnpm`,`yarn`. Note that zod is required as a peer dependency must also be installed in your project.
<Col>
<CodeGroup title="Install Formbricks JS library">
```shell {{ title: 'npm' }}
npm install @formbricks/js
npm install @formbricks/js zod
```
```shell {{ title: 'pnpm' }}
pnpm add @formbricks/js
pnpm add @formbricks/js zod
```
```shell {{ title: 'yarn' }}
yarn add @formbricks/js
yarn add @formbricks/js zod
```
</CodeGroup>
@@ -142,13 +142,13 @@ Code snippets for the integration for both conventions are provided to further a
<Col>
<CodeGroup title="Install Formbricks JS library">
```shell {{ title: 'npm' }}
npm install @formbricks/js
npm install @formbricks/js zod
```
```shell {{ title: 'pnpm' }}
pnpm add @formbricks/js
pnpm add @formbricks/js zod
```
```shell {{ title: 'yarn' }}
yarn add @formbricks/js
yarn add @formbricks/js zod
```
</CodeGroup>
@@ -164,7 +164,6 @@ yarn add @formbricks/js
import { usePathname, useSearchParams } from "next/navigation";
Refer to our [Example VueJs project](https://github.com/formbricks/examples/tree/main/vuejs) for more help! Now visit the [Validate your Setup](#validate-your-setup) section to verify your setup!
## React Native
Install the Formbricks React Native SDK using one of the package managers, i.e., npm, pnpm, or yarn.
<Col>
<CodeGroup title="Install Formbricks JS library">
```shell {{ title: 'npm' }}
npm install @formbricks/react-native
```
```shell {{ title: 'pnpm' }}
pnpm add @formbricks/react-native
```
```shell {{ title: 'yarn' }}
yarn add @formbricks/react-native
```
</CodeGroup>
</Col>
Now, update your App.js/App.tsx file to initialize Formbricks:
<Col>
<CodeGroup title="src/App.js">
```js
// other imports
import Formbricks from "@formbricks/react-native";
const config = {
environmentId: "<environment-id>",
apiHost: "<api-host>",
userId: "<user-id>",
};
export default function App() {
return (
<>
{/* Your app content */}
<Formbricks initConfig={config} />
</>
);
}
```
</CodeGroup>
</Col>
### Required customizations to be made
<Properties>
<Property name="environment-id" type="string">
Formbricks Environment ID.
</Property>
<Property name="api-host" type="string">
URL of the hosted Formbricks instance.
</Property>
<Property name="userId" type="string">
User ID of the user who has active session.
</Property>
</Properties>
---
## Validate your setup
Once you have completed the steps above, you can validate your setup by checking the **Setup Checklist** in the Settings. Your widget status indicator should go from this:
title: "Formbricks Quickstart Guide: App Surveys Made Easier & Faster",
@@ -17,25 +16,28 @@ export const metadata = {
};
#### App Surveys
# Quickstart
App surveys have 6-10x better conversion rates than emailed out surveys. This tutorial explains how to run an app survey in your web app in 10 to 15 minutes. Let’s go!
App surveys have 6-10x better conversion rates than emailed surveys. This tutorial explains how to run a survey in both your web app and mobile app (React Native) in just 10 to 15 minutes. Let’s go!
<Note>
App Surveys are ideal for websites that **have a user authentication** system. If you are looking to run surveys on your public facing website, head over to the [Website Surveys Quickstart Guide](/website-surveys/quickstart).
App Surveys are ideal for websites that **have a user authentication** system. If you are looking to run
surveys on your public facing website, head over to the [Website Surveys Quickstart
Guide](/website-surveys/quickstart).
</Note>
1. **Create a free Formbricks Cloud account**: While you can [self-host](/self-hosting/deployment) Formbricks, but the quickest and easiest way to get started is with the free Cloud plan. Just [sign up here](https://app.formbricks.com/auth/signup) and you'll be guided to our onboarding like below:
<Note>
Website & App Surveys have the same integration process. The difference will come when we setup our survey.
Website & App Surveys have the same integration process. The difference will come when we setup our survey.
</Note>
<MdxImage
src={I1}
alt="Choose website survey from survey type"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
2. **Connect your App/Website**: Once you get through a couple of onboarding steps, you’ll be asked to connect your app or website. This is where you’ll find the code snippet for both HTML as well as the npm package which you need to embed in your app:
@@ -70,41 +72,41 @@ Onboarding is complete! Now let’s create our first survey as you should see te
Pick the Survey Type as **App Survey**.
<MdxImage
src={I5}
alt="Survey settings for app survey"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
src={I5}
alt="Survey settings for app survey"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
4. **Set Trigger for the Survey**: Scroll down to Survey Trigger and inside **When**, choose **New Session**. This will cause this survey to appear when the Formbricks Widget tracks a new user session:
4. **Set Trigger for the Survey**: Scroll down to Survey Trigger and click on **+ Add action**, choose **New Session**. This will cause this survey to appear when the Formbricks Widget tracks a new user session:
<MdxImage
src={I6}
alt="Survey trigger settings for app survey"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
src={I6}
alt="Survey trigger settings for app survey"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
5. **Set Recontact Options for debugging**: In Recontact Options we choose the following settings, so that we can play around with the survey more easily. By default, each survey will be shown only once to each user to prevent survey fatigue:
<Note>
Please change this setting later on after testing your survey to prevent survey fatigue for your users.
Please change this setting later on after testing your survey to prevent survey fatigue for your users.
</Note>
<MdxImage
src={I7}
alt="Recontact options for app survey"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
src={I7}
alt="Recontact options for app survey"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
6. **Publish your survey**: Now hit **Publish** and you’ll be forwarded to the Summary Page. This is where you’ll find the responses to this survey.
@@ -41,9 +41,7 @@ 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. It’s 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. It’s 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
@@ -80,9 +78,9 @@ In this case, you don’t 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 two options to choose from:
To create the trigger for your Churn Survey, you have three options to choose from:
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:
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}
@@ -100,7 +98,7 @@ To create the trigger for your Churn Survey, you have two options to choose from
className="max-w-full rounded-lg sm:max-w-3xl"
/>
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:
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:
<MdxImage
src={TriggerPageUrl}
@@ -111,7 +109,7 @@ To create the trigger for your Churn Survey, you have two options to choose from
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](/actions/why) covering [Code](/actions/code) and [No-Code](/actions/no-code) Actions.
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.
<Note>
## Pre-churn flow coming soon We’re currently building full-screen survey pop-ups. You’ll be able to prevent
@@ -152,8 +150,7 @@ These settings make sure the survey is always displayed, when a user wants to Ca
<Note>
## Formbricks Widget running? You need to have the Formbricks Widget installed to display the Churn Survey
in your app. Please follow [this tutorial (Step 4 onwards)](/app-surveys/quickstart)
to install the widget.
in your app. Please follow [this tutorial (Step 4 onwards)](/app-surveys/quickstart) to install the widget.
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