Initial Consultation: Understanding the business requirements and specific use cases.
Account Setup: Creating an account on the Formbricks platform.
Form Creation: Using Formbricks’ intuitive tools to create and customize forms based on the organization’s needs.
Integration: Connecting the platform with existing tools and systems (like CRM or analytics tools).
Testing: Conducting thorough testing to ensure forms function correctly and the data captures accurately.
Deployment: Launching the forms on the intended websites or applications.
Monitoring and Feedback: Gathering initial user feedback to make any necessary adjustments.
Customisation
Form Design: Users can alter themes, colors, and layouts to align with their branding.
Question Types: A variety of question formats can be included, such as multiple-choice, text input, and rating scales.
Custom Logic: Conditional logic can be employed for dynamic question flows, tailoring the experience based on user input.
API Access: Developers can utilize Formbricks’ API for deeper custom integrations with other software or services.
Webhook Support: Integrate custom workflows by sending form data to other applications in real time.
Additional Costs
Setup Fees: While there are generally no high initial setup fees, organizations might incur costs if extensive customization or consulting is needed.
Maintenance Fees: The platform typically comes with maintenance included in the subscription cost; however, any premium features or add-ons might incur additional charges.
Support Charges: Basic support is often included in subscription plans, but priority support or personalized assistance may require an extra fee, depending on the service level chosen.
Training
Documentation: Comprehensive guides, FAQs, and tutorials available online to help users navigate the platform.
Webinars and Tutorials: Live sessions that offer training on how to use different features effectively.
Customer Support: Access to a support team via email or chat for any immediate inquiries or troubleshooting needs.
Onboarding Assistance: Depending on the subscription plan, personalized onboarding support may be available to help users set up and optimize their forms.
Security Measures
Encryption: All data is encrypted both in transit (using HTTPS) and at rest, safeguarding it from unauthorized access.
Access Controls: Strict role-based access controls limit who can view or manipulate data within the platform.
Regular Security Audits: Continuous monitoring and regular security audits are conducted to identify and mitigate vulnerabilities.
Data Backup: Automated backup systems ensure data is regularly backed up, allowing for recovery in case of data loss.
Compliance: Formbricks adheres to industry standards and regulations (such as GDPR) to ensure that user data is handled with care and in compliance with legal requirements.
Updates
Planning and Development: Identifying new features or necessary fixes based on user feedback and internal assessments.
Testing: Thorough testing in a staging environment to ensure stability and functionality before deployment.
Release Notes: Users are informed of new updates through release notes outlining changes and enhancements made.
User Feedback: Continued engagement with users post-update to gather feedback and make further improvements.
Data Ownership and Portability
Data Ownership: Users retain full ownership of the data they collect using the Formbricks platform. Formbricks does not claim any rights to the data submitted through forms created on their platform.
Data Portability: Users have the right to export their data at any time. The platform typically offers functionality to download collected data in various formats (such as CSV or JSON), enabling organizations to easily transfer their data for use elsewhere.
Deletion: Upon request, users can also delete their data from Formbricks, ensuring that they have control over their data and how it is managed.
Scaling Up / Down
Upgrade Plans: Easily switch to a higher-tier plan to access additional features, higher response limits, or enhanced capabilities as their needs grow. This can usually be done through the account settings on the platform.
Downgrade Plans: Similarly, users can downgrade their subscription if their needs decrease, although this may be subject to specific timeline constraints (e.g., not within a billing cycle).
Usage-Based Billing: Some plans might offer a usage-based pricing model, allowing organizations to pay for only what they use, providing further flexibility.
No Long-Term Commitment: Most subscription plans are month-to-month or annual, allowing organizations to adjust their usage based on current requirements without being locked into a long-term agreement.
The terms & conditions for contract renewal and cancellation
Contract Duration: Users typically select their subscription term (monthly or annually) at the time of signup, which will dictate renewal dates.
Automatic Renewal: Subscriptions often have automatic renewal clauses. Users are billed at the end of each billing cycle unless they choose to cancel prior to the renewal date.
Cancellation Policy: Users can cancel their subscription at any time; however, cancellation terms may specify that the user will retain access to features until the end of the current billing cycle.
Refunds: Depending on Formbricks' policy, any refund for unused services may not be provided upon cancellation of an annual plan, but it’s essential to review the specific terms outlined in their policies.
Notification: Users may need to provide notice of cancellation a certain number of days prior to the next billing cycle to avoid automatic renewal charges.
Compliance
GDPR (General Data Protection Regulation): Formbricks aims to comply with GDPR requirements to protect the privacy of users in the European Union, ensuring that personal data is gathered and processed with consent and in a transparent manner.
CCPA (California Consumer Privacy Act): The platform adheres to privacy standards applicable to users in California, giving them rights over their personal data, including access and DELETE requests.
ISO 27001: Formbricks may follow the principles of ISO 27001 for information security management, demonstrating commitment to managing sensitive data systematically and securely.
SOC 2 Compliance: If applicable, Formbricks may align with SOC 2 standards, which verify that the platform manages data to protect the interests and privacy of its clients.
