Collect Comprehensive Feedback with Professional Surveys #
FORMEPIC provides three powerful ways to create surveys. Create Using AI generates complete surveys instantly—describe your research goals, paste a URL to extract content, or upload a document to convert into survey questions automatically. Create from scratch lets you build each question manually for complete creative control. Import existing migrates surveys from other platforms by pasting their URL, preserving all your questions and structure.
Once your survey is created, customization settings ensure professional data collection. Control visual presentation to maintain focus, manage branding to match your organization’s identity, and use status controls to automatically close surveys based on response limits or deadlines. These settings work together to create surveys that encourage thoughtful, complete responses.
Accessing Survey Settings #
- Open your survey in the Builder
- Navigate to the right sidebar
- Click on the Settings tab
- Review the organized settings sections
Display Settings #
Control the visual elements that frame your survey, creating a professional and focused environment for respondents to provide thoughtful feedback.
Show Title #
Toggle to display or hide your survey’s title at the top of the page. The title provides immediate context about the survey’s purpose and helps set expectations.
Best practices:
- Keep titles clear and concise (e.g., “2024 Customer Satisfaction Survey”)
- Include timeframes or context when relevant
- Use action-oriented language to encourage participation
- Hide title if embedding in a page that already has a heading
Show Description #
Toggle to display or hide your survey’s description. Descriptions are crucial for setting context, explaining the survey’s purpose, and building trust with respondents.
What to include in descriptions:
- Survey purpose and how data will be used
- Estimated completion time (builds trust and reduces abandonment)
- Anonymity or confidentiality statements
- Incentives or benefits for participation
- Contact information for questions
- Deadline for responses if applicable
FORMEPIC Branding #
Choose whether to display FORMEPIC branding at the bottom of your survey. Removing branding creates a seamless white-label experience that maintains your organization’s professional identity throughout the entire survey process.
Consider removing branding when:
- Conducting official organizational research
- Maintaining brand consistency is critical
- Working with clients who require white-label solutions
- Building trust with sensitive survey topics
Response Rate Tip: Always include a description with estimated completion time. Studies show that transparent time expectations significantly increase survey completion rates.
Survey Status Settings #
Control when your survey accepts responses with powerful status management. This is essential for managing research timelines, maintaining data quality, and ensuring you collect the right number of responses.
The Survey Status section provides three powerful modes:
- Enabled: Survey is active and accepting all responses
- Disabled: Survey is closed with a custom message explaining closure
- Conditionally Enabled: Automatically close based on response limit, deadline, or both
For comprehensive details on configuring survey status, including automatic closure triggers, submission limits, scheduled deadlines, and custom closed messages, see the “Changing Survey Status and Properties” article.
Common Survey Status Use Cases #
- Research Studies: Set response limits to reach statistical significance (e.g., 500 responses)
- Time-Sensitive Feedback: Set deadline dates for quarterly or annual surveys
- Event Surveys: Automatically close surveys the day after an event
- Capacity Planning: Close after reaching maximum manageable responses
- Phased Research: Temporarily disable while analyzing phase 1 data
Additional Survey Features #
While not part of the basic settings panel, FORMEPIC offers many advanced features to enhance your surveys. Access these through other panels in the builder:
Design Panel #
Customize colors, fonts, backgrounds, and spacing to match your brand identity and create professional, visually appealing surveys.
Email Settings Panel #
Configure notification emails for new responses, send autoresponder confirmations to participants, and set up digest emails for response summaries.
Conditional Logic Panel #
Create dynamic surveys that show or hide questions based on previous answers, reducing survey length and improving relevance for each respondent.
Thank You Page Panel #
Customize the confirmation message respondents see after submission, add social sharing buttons, or redirect to specific pages.
Security Panel #
Add password protection, enable CAPTCHA to prevent spam, and configure other security measures to maintain response quality.
Integrations Panel #
Connect your survey to email marketing platforms, analytics tools, automation services like Zapier, and more to streamline your research workflow.
Tips and Tricks #
- Always show descriptions with completion time estimates to increase completion rates
- Hide branding for official organizational research to build credibility
- Use conditional enabling to automatically close surveys when reaching target sample sizes
- Set realistic response limits based on your analysis capacity and timeline
- Include privacy statements in descriptions to build trust and encourage honest responses
- Test your survey yourself before publishing to ensure all settings work as expected
- Use the AI Builder to generate comprehensive question sets covering all relevant topics
- Leverage conditional logic to create personalized survey paths based on respondent characteristics
- Monitor response rates in your dashboard and adjust settings if needed
Important Notes #
- Display settings take effect immediately without requiring manual saving
- Status settings require clicking “Save Survey Status Settings” to apply changes
- Branding removal may require a paid subscription plan
- Changing settings doesn’t affect responses already submitted
- Description character limits depend on your plan (typically 1000-5000 characters)
- All settings are survey-specific and don’t affect other surveys you’ve created
- Settings persist through republishing and editing
- You can preview all settings before publishing using the Preview button
Common Issues & Troubleshooting #
Title or Description Not Appearing #
Verify that “Show Title” or “Show Description” is enabled in Display Settings. Also check that you’ve actually entered content in the title or description fields in the form header section.
Branding Still Showing After Disabling #
Confirm your subscription plan includes branding removal. If you have the appropriate plan, try clearing your browser cache, testing in incognito mode, or republishing your survey.
Survey Still Accepting Responses When Disabled #
Ensure you clicked “Save Survey Status Settings” after changing the status to Disabled. The survey must be published for status changes to take effect on the live version.
Description Text Getting Cut Off #
Check if you’ve exceeded your plan’s description character limit. Consider using shorter, more concise language or upgrading your plan for longer descriptions.
Settings Not Saving #
Check your internet connection during saves. Display settings save automatically, but status settings require explicit saving. If problems persist, try a different browser or device.
Changes Not Visible on Published Survey #
Ensure you’ve republished your survey after making changes. Some settings (like display toggles) take effect immediately, but others may require republishing. Clear your browser cache or test in incognito mode.
