Configuration

The Settings tab of your campaign provides access to all configuration options.

Owner

The campaign owner is the primary team member:

• Receives notifications by default
• Contact displayed to users
• Can be changed at any time

To assign an owner:

1. Click on the Owner field
2. Select a team member from the list
3. The change is saved automatically

Deadline

The deadline defines the time limit to complete the form.

No Deadline

No time limit. Users can respond whenever they wish.

Fixed Date

A specific date identical for everyone:

• Useful for seasonal campaigns
• All users have the same deadline

Calculated Date

The deadline is calculated individually:

• Define a number of days
• The countdown starts when the user begins
• E.g., "30 days after start"

Example

For a document collection with a calculated date of 15 days:

• Marie starts on December 1st → deadline December 16th
• Pierre starts on December 5th → deadline December 20th

Automatic Reminders

Enable reminders for incomplete forms.

Configuration

1. Check "Enable automatic reminders"
2. Choose the frequency:
   • Once per day
   • Every 2 days
   • Once per week
   • Every 2 weeks
3. Define the maximum number of reminders

How It Works

• Reminders are sent automatically by email
• Only to users with steps in progress
• Stop when the form is completed
• Respect the maximum number defined

Sharing

Sharing Link

Once the campaign is published, copy the link to share it:

• Via email
• On your website
• In your communications

Email Invitation

Send invitations directly from Formulr:

1. Enter email addresses
2. Press Enter to validate each address
3. Click Send

Recipients receive an email with the direct link.

Warning

Sharing is only available after the campaign is published.

AI Analysis

Configure artificial intelligence to analyze responses.

Analysis Prompt

Define the instructions for the AI:

Analyze the submitted documents and provide:
- Key points identified
- Recommendations
- Alerts if anomalies are detected

The AI will use these instructions to generate an automatic summary of each response.

Usage

• The AI summary appears in the detail of each response
• Helps process a large number of submissions quickly
• Does not replace human verification

Campaign Tabs

From the campaign header, access different sections:

Tab	Function
Edit	Form editor
Settings	Configuration (this page)
Responses	List of submissions
Documents	PDF templates
Translations	Multilingual versions

Next Steps

• Publishing - Make the campaign accessible
• Managing responses - Process submissions
• Workflows - Automate processes