📋 FormBridge User Guide

Learn how to send surveys to your customers and grow your business with their feedback

📖 Quick Start Guide

🎯 What This App Does for Your Store

FormBridge connects your Shopify store with Typeform to help you collect customer feedback that actually drives sales. Instead of wondering what customers think, you'll know exactly what they want.

📧 Send Surveys to Customers

Email surveys directly to your customers with one click. No need to export email lists or manually send emails.

🎯 Know Who Responded

See exactly which customer left each response, along with their order history and contact details.

📊 Collect Better Feedback

Use beautiful Typeform surveys that customers actually want to complete, getting you more responses.

💡 Make Smarter Decisions

Use real customer feedback to improve your products, customer service, and marketing.

🔄 Keep Data in Sync

One-click response syncing ensures you never miss customer feedback and analytics stay accurate.

💰 Why This Helps Your Business

📸 Screenshot: Main dashboard showing your connected store and survey results

⚡ One-Time Setup (5 minutes)

Setting up FormBridge is simple and only takes a few minutes. You just need to connect your Shopify store with your Typeform account.

What You'll Need

1Install FormBridge in Your Shopify Store

  1. Install the app from the Shopify App Store
  2. Click "Install" when Shopify asks for permissions
  3. The app needs to access your customer email addresses to send surveys
  4. You'll be taken to the FormBridge settings page
📸 Screenshot: Shopify install screen asking for permissions
🔒 Privacy Note: We only access customer email addresses to send surveys. We never store or share your customer data with anyone else.

2Connect Your Typeform Account

  1. On the FormBridge settings page, click "Connect Typeform Account"
  2. Log in to your Typeform account in the popup window
  3. Click "Authorize" to let FormBridge access your surveys
  4. The popup will close and you'll see "Connected" with a green checkmark
📸 Screenshot: Typeform login and authorization screen

3You're Ready!

That's it! You'll now see your Typeform surveys in the main dashboard, and you can start sending them to customers right away.

🎉 Setup Complete! You'll see green checkmarks next to both "Shopify Store" and "Typeform Account" when everything is connected properly.
📸 Screenshot: Settings page showing both connections as "Connected"

📧 How to Send Surveys to Customers

This is where the magic happens! You can send any of your Typeform surveys to your Shopify customers with just a few clicks.

1Navigate to Forms and Choose a Survey

  1. Go to the main FormBridge dashboard
  2. Click the "All Forms" tab to see your surveys
  3. You'll see all your Typeform surveys displayed as cards
  4. Find the survey you want to send
  5. Click "View Details" button on that survey card
📸 Screenshot: Forms dashboard with survey cards and "View Details" buttons

2Access the Send to Customers Section

  1. In the survey details page, scroll down to find the "Send to Customers" section
  2. This section shows options to send your survey via email
📸 Screenshot: Survey details page with "Send to Customers" section highlighted

3Customize Your Email (Optional)

You can add a personal message to make your survey email more engaging:

  • Subject: Already set to include your store name and survey title
  • Personal Message: Add your own text if you want to customize the email (available on Basic plan and above)
  • Preview: See exactly what customers will receive
📸 Screenshot: Email customization options in the Send to Customers section

4Select Your Customers

  1. You'll see a list of all your customers with checkboxes
  2. Use the search box to find specific customers by name or email
  3. Check the boxes next to customers you want to send the survey to
  4. Or click "Select All" to choose everyone
📸 Screenshot: Customer selection list with search and checkboxes
💡 Tip: Start small! Send to 5-10 customers first to test your survey before sending to everyone.

5Send the Survey

  1. Review your selected customers and email content
  2. When you're ready, click "Send Survey Emails"
  3. You'll see a progress bar as emails are sent to each customer
  4. When complete, you'll see how many emails were sent successfully
🎉 Emails Sent! Your customers will receive emails with personalized survey links. Each link is tracked so you know exactly who responded.
📸 Screenshot: Success message showing email sending results

📊 What Happens Next?

📸 Screenshot: Email that customers receive with survey link

📝 Creating New Surveys

You create surveys directly in Typeform, and they'll automatically appear in your FormBridge dashboard once published.

🔄 Coming Soon: FormBridge survey templates and in-app survey creation will be available in a future update!

1Create Your Survey in Typeform

  1. Go to Typeform.com and log in to your account
  2. Click "Create typeform" to start a new survey
  3. Choose a template or start from scratch
  4. Add your questions - make them clear and specific
  5. Customize the design with your brand colors and logo
📸 Screenshot: Typeform creation interface showing question types and design options

2Add the Important "ref" Hidden Field

  1. In Typeform's editor, click the "Settings" tab
  2. Scroll down to "Hidden fields"
  3. Add a field named exactly "ref" (lowercase)
  4. Check "Always include this field"
  5. Leave default value empty
⚠️ Critical: This step is mandatory! Without the "ref" field, you won't know which customer sent each response. See the detailed setup instructions below.
📸 Screenshot: Typeform hidden fields settings showing "ref" field configuration

3Publish and Access in FormBridge

  1. Preview your survey to make sure it looks good
  2. Click "Publish" in Typeform
  3. Go back to your FormBridge dashboard
  4. Click "All Forms" - your new survey will appear automatically
  5. You can now send it to your customers!
🎉 Survey Ready! Your new survey is now available in FormBridge and ready to send to customers.
📸 Screenshot: New survey appearing in FormBridge dashboard

💡 Survey Best Practices

📸 Screenshot: Typeform editor showing a customer satisfaction survey

📊 Viewing Customer Responses

This is where you'll see all the valuable feedback from your customers, organized and easy to understand.

1Access Your Responses

  1. From the main dashboard, click "View Responses" on any survey card
  2. Or click "All Customer Responses" at the top to see everything
  3. You'll see a list of all responses with customer information
📸 Screenshot: Response dashboard showing list of customer responses

2Understanding the Response View

Each response shows you:

  • Customer Info: Name, email, and order history
  • Survey Answers: All their responses to your questions
  • Response Time: When they submitted the survey
  • Email Sent: When you originally sent them the survey
📸 Screenshot: Detailed view of a single customer response

3Filter and Search Responses

Find specific feedback quickly:

  • Search by customer: Find responses from specific customers
  • Filter by date: See recent responses or compare time periods
  • Filter by survey: Focus on one type of feedback
  • Filter by rating: Find your happiest or most concerned customers
📸 Screenshot: Filter options and search functionality

📈 Making Sense of Your Data

😊 Happy Customers

Reach out to satisfied customers for reviews, referrals, or case studies.

😐 Neutral Customers

These customers have potential! See what would make them love your store.

😟 Unhappy Customers

Priority follow-up! Address their concerns quickly to prevent churn.

📊 Trends

Look for patterns in feedback to identify systemic issues or opportunities.

💡 What to Do with Feedback

🔄 Syncing Response Data

Sometimes customer responses from Typeform need to be manually synced with your FormBridge dashboard to ensure all data is up-to-date. The Sync Responses feature helps you keep everything in perfect sync!

🤔 When Do You Need to Sync?

⏰ Delayed Responses

Customer completed a survey but their response hasn't appeared in FormBridge yet (usually happens within minutes).

🔧 Technical Issues

Connection issues between Typeform and FormBridge may cause some responses to not sync automatically.

📊 Analytics Not Updating

Your analytics show 0 responses but you know customers have responded to surveys.

✅ Peace of Mind

Regular syncing ensures you never miss any customer feedback, even if automatic syncing had hiccups.

🚀 How to Use Sync Responses

1Find the Sync Button

The "Sync Responses" button appears in several places throughout FormBridge:

  • Main Dashboard: Top-right corner next to other action buttons
  • All Forms Page: In the header area
  • Customer Responses Page: Near the response filters
  • Analytics Page: In the analytics toolbar
  • Individual Form Details: On each survey's detail page
📸 Screenshot: Sync Responses button highlighted in the main dashboard
💡 Tip: Look for the blue button with a circular arrow icon - that's your Sync Responses button!

2Click to Start Syncing

  1. Click the "Sync Responses" button
  2. The button will change to "Syncing..." with a spinning icon
  3. FormBridge connects to Typeform to check for new responses
  4. The process usually takes 5-15 seconds
📸 Screenshot: Sync button during the syncing process showing spinner

3Review Sync Results

After syncing completes, you'll see a message showing what happened:

✅ Success Messages:
  • "Updated 3 of 5 pending records" - Found and synced 3 new responses
  • "No pending records to sync" - Everything is already up-to-date
  • "No new responses found" - Checked Typeform but no new responses since last sync
⚠️ Common Messages:
  • "Checked X records but found no new responses" - Normal if customers haven't responded yet
  • "Some responses may not have the ref field" - Check your survey setup
📸 Screenshot: Success message after syncing showing updated response counts

🎯 What Gets Synced?

When you click Sync Responses, FormBridge automatically updates:

⚡ Best Practices for Syncing

🔄 Sync Regularly

Run a sync every few hours if you're actively collecting responses, or once daily for routine maintenance.

✅ After Campaigns

Always sync after sending survey campaigns to ensure all responses are captured quickly.

📊 Before Analytics

Sync before checking your analytics to ensure you're seeing the most current data.

🚨 When Issues Occur

If you notice missing responses or incorrect counts, try syncing first before contacting support.

🔍 Troubleshooting Sync Issues

🚫 If Sync Doesn't Work

  1. Check your internet connection - Sync requires connection to Typeform
  2. Verify Typeform connection - Go to Settings and ensure Typeform is still connected
  3. Wait and retry - Sometimes Typeform's servers are busy, try again in a few minutes
  4. Check survey setup - Ensure your surveys have the "ref" hidden field (see setup instructions)
  5. Contact support - If problems persist, we're here to help!
⚠️ Still Not Working? Email us at hi@storewave.app with your store name and we'll investigate the sync issue for you.

💡 Pro Tips

🎉 Keep Your Data Fresh: Regular syncing ensures you never miss valuable customer feedback and keeps your analytics accurate!
📸 Screenshot: Updated analytics dashboard after successful sync showing increased response counts

⚠️ Important: Setting Up Surveys Correctly

For FormBridge to track which customer sent each response, you need to add a special "ref" field to every survey. This is the most important step - don't skip it!

🚨 Critical Setup Step: Without the "ref" field, you won't know which customer sent each response. All responses will be anonymous!

1Open Your Survey in Typeform

  1. Go to Typeform.com and log in
  2. Open the survey you want to use with FormBridge
  3. Click on the "Settings" tab (looks like a gear icon)
📸 Screenshot: Typeform editor with Settings tab highlighted

2Add the Hidden Field

  1. Scroll down to find the "Hidden fields" section
  2. Click "Add hidden field"
  3. In the "Field name" box, type exactly: ref (lowercase, no spaces)
  4. Check the box that says "Always include this field"
  5. Leave the "Default value" box empty
  6. Click "Save"
📸 Screenshot: Hidden fields settings with "ref" field being added

3Publish Your Survey

  1. Click "Publish" to save your changes
  2. Your survey is now ready to track customer responses!
✅ Perfect! Now when you send this survey through FormBridge, every response will be linked to the customer who sent it.

🔍 How to Check If It's Working

Here's a quick test to make sure everything is set up correctly:

  1. Send the survey to your own email address using FormBridge
  2. Click the link in the email and complete the survey
  3. Go to FormBridge → View Responses
  4. You should see your response with your email address
⚠️ Common Mistakes:
  • Field name is "Ref" or "REF" instead of "ref" (must be lowercase)
  • Forgot to check "Always include this field"
  • Put something in the "Default value" box (should be empty)
  • Didn't click "Save" or "Publish" after making changes

❓ What If I Forget This Step?

If you send surveys without the "ref" field:

💳 Plans & Pricing

FormBridge offers flexible plans to fit businesses of all sizes. Start free and upgrade as your feedback needs grow!

Feature Free Basic
$9.99/month
Pro
$29.99/month
Unlimited
$79.99/month
Survey sends per month 2 campaigns 10 campaigns 50 campaigns Unlimited
Customers per survey 5 customers 10 customers 100 customers Unlimited
Surveys shown 2 surveys 10 surveys 50 surveys All surveys
Response storage 5 responses 100 responses 1,000 responses Unlimited
Custom email messages
Advanced analytics
Priority support

🎯 Which Plan Is Right for Me?

🆓 Free Plan

Perfect for: Testing the app, small stores, occasional feedback collection

Best if: You have under 50 customers or send surveys rarely

🥉 Basic Plan

Perfect for: Small to medium stores, regular feedback collection

Best if: You want to send monthly surveys to small customer groups

🥈 Pro Plan

Perfect for: Growing stores, detailed customer insights

Best if: You have hundreds of customers and want advanced analytics

🥇 Unlimited Plan

Perfect for: Large stores, extensive feedback programs

Best if: You have thousands of customers and send surveys frequently

💡 Usage Tips

💰 Money-Back Guarantee: Not satisfied? We'll refund your first month, no questions asked.

🔄 How to Upgrade (Coming Soon)

  1. Go to FormBridge Settings
  2. Click "View upgrade options"
  3. Choose your plan
  4. Complete Shopify's secure billing process
  5. Start using your new features immediately!
📸 Screenshot: Plan upgrade interface in FormBridge settings

🆘 Need Help?

We're here to help you succeed! Here are all the ways you can get support when you need it.

🚀 Quick Self-Help

❓ Common Issues

Surveys not showing up? Make sure your Typeform account is connected properly in Settings.

Customers not getting emails? Check their spam folder and verify email addresses are correct.

Responses not linking to customers? Double-check you added the "ref" hidden field to your survey.

🔧 Technical Problems

App won't load? Try refreshing your browser or clearing your cache.

Connection errors? Disconnect and reconnect your Typeform account in Settings.

Email sending fails? Try sending to fewer customers at once, or contact support.

📧 Contact Support

Email Support (All Plans)

Send us an email at hi@storewave.app with:

  • Your Shopify store name
  • A clear description of the problem
  • Screenshots if helpful
  • What you were trying to do when it happened

Response time: Usually within 24 hours

Priority Support (Pro & Unlimited Plans)

Get faster help with:

  • Same-day response (business hours)
  • Phone support available
  • Screen sharing for complex issues
  • Custom setup assistance

📚 Additional Resources

🐛 Report a Bug

Found something that's not working right? We want to fix it!

  1. Email us at hi@storewave.app
  2. Include your browser type (Chrome, Safari, etc.)
  3. Tell us exactly what happened and what you expected
  4. Screenshots are super helpful
💡 Pro Tip: Most issues are solved quickly! Don't hesitate to reach out - we're here to help you succeed.

🎉 You're Ready to Start!

Now you know everything you need to collect amazing customer feedback and grow your business!

1️⃣ Set up surveys

Add the "ref" hidden field to all your Typeform surveys

2️⃣ Send to customers

Start small with 5-10 customers to test everything

3️⃣ Analyze feedback

Use responses to improve products and customer experience

4️⃣ Grow your business

Happy customers = more sales, reviews, and referrals!

Questions? Email us at hi@storewave.app
Made by: StorewavePrivacy: Privacy Policy