Quick Start

This guide walks you through creating your first Formulr campaign.

1. Access the Interface

Log in to app.formulr.fr with your credentials.

You'll arrive at the dashboard which lists all your campaigns.

2. Create a New Campaign

1. Click the "New Campaign" button
2. Give your campaign a name (visible only to your team)
3. You'll be redirected to the campaign editor

3. Structure Your Form

Add a Section

Sections help organize your form visually.

1. Click "Add a section"
2. Name your section (e.g., "Personal Information")
3. The section appears in the editor

Add Modules

Modules are the input fields of your form.

1. Click "Add a module" within a section

2. Choose the module type:

   • Text: simple input field
   • Email: with email validation
   • Phone: with automatic formatting
   • Date: date picker
   • File: document upload
   • Signature: signature area
   • And many more...

3. Configure the module (label, placeholder, validation...)

4. Configure the Campaign

Settings Tab

• Owner: assign a responsible team member
• Deadline: set a due date (fixed or calculated)
• Reminders: enable automatic reminders

Sharing Tab

Once the campaign is published, you can:

• Copy the sharing link
• Send invitations by email

5. Publish

When your campaign is ready:

1. Click "Publish" in the top right
2. Your campaign is now accessible
3. Share the link with your recipients

6. Track Responses

In the "Responses" tab of your campaign:

• View all submissions
• Filter by status (in progress, completed, validated...)
• Click on a response to see details
• Validate or reject information
• Generate PDF documents

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💡 Tip

Use the integrated interactive guide (? button in the bottom right) to discover all features directly in the interface.

Next Steps

• Discover all module types
• Create document templates
• Configure workflows