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DOCS

Everything Plumeform does.

Written to be read start to finish in fifteen minutes, or searched with Ctrl+F when you need one answer. Every heading is a link you can share.

01Getting started

A survey goes from nothing to collecting answers in about five minutes. From your dashboard:

  1. 1Create it. Name a survey and hit create — or start from a template, paste an existing survey, upload a Qualtrics .qsf file, or describe your study to the AI drafter.
  2. 2Write the questions. Add questions from the type picker, drag to reorder, split across pages. Everything autosaves; undo with Ctrl+Z.
  3. 3Preview. Preview shows exactly what respondents see, stores nothing. Share a reviewer link if someone without an account needs to sign off.
  4. 4Publish. Publishing snapshots the survey. Respondents always see the published version, so later edits can never disturb answers already collected.
  5. 5Share. You get a link like plumeform.com/s/your-slug. No respondent account is ever required.

Edits to a published survey stay in the draft until you hit Publish changes again — so you can rewrite freely mid-study without touching live data.

02Question types

Twenty types, all available on the free plan except file upload. Any type can be converted to another from the question editor.

GroupTypesNotes
TextShort text, long text, email, phone, number, dateEmail questions can drive respondent confirmation emails
ChoiceMultiple choice, checkboxes, dropdown, image choiceAdd an “Other…” option that captures free text
ScalesRating (3–10, stars/hearts/numbers), NPS (0–10), opinion scale, Likert matrixLikert grids power straight-lining detection
Trade-offRanking, MaxDiff (best–worst), constant sum, semantic differentialFor prioritization and pricing research
OtherSignature, file upload PROUploads are private and viewable only by your workspace

Every question can be required, or soft-required — which asks once (“no answer, continue anyway?”) and never blocks. Ethics boards generally prefer soft-required.

03Logic & branching

Rules live in the builder's Logic tab and read as sentences: when some condition holds, then do something.

ActionWhat it doesPlan
Jump to pageSkip ahead based on an answerFree
Show questionKeeps a question hidden until the rule matchesPro
Hide questionRemoves a question while the rule matchesPro
End surveyFinishes early and shows the thank-you screenFree
Screen outDisqualifies — with its own redirect and code for panelsPro

Conditions can test any question (answered, equals, contains, greater/less than) and combine with all or any. With an A/B experiment running, rules can also branch on which arm the respondent was assigned.

PipingPRO — drop {{q:question-id}}into later question text and it's replaced with that respondent's earlier answer. The question editor has a picker that inserts the token for you.

04The research pack

The controls that make data defensible. All Pro, all configured in the builder — per question or in Settings.

ControlWhat it doesWhere
Attention checksMark the instructed answer on a multiple-choice question. Wrong picks flag the response — nothing is auto-rejected, you always decide.Question → Research tools
Time locksRespondents must stay N seconds before continuing. For forced exposure to a stimulus.Question → Research tools
Option shuffleRandomizes answer order, optionally pinning the last option (Other / None of the above).Question → Research tools
Question shuffleRandomizes question order within a page.Page settings
Screening & quotasScreen-out rules plus quota cells with limits, enforced server-side. Interlocked cells combine conditions (women 18–34: 25).Logic tab
A/B experiment armsName your conditions; respondents are assigned to the least-filled arm automatically. The arm appears in your export.Settings
Informed consentA consent gate before the survey; non-consenters exit cleanly.Settings
Response timingAlways on. Per-question time recorded on every submission.Automatic
Test modeAdd ?test=1 to your link. Responses are stored, flagged, kept out of results and exports, and purgeable in one click.Your link

Quality flags — speeders, straight-liners, failed attention checks — are computed automatically on the results page. Speeder detection needs at least five timed responses before it will accuse anyone.

05Panel platforms

Prolific, CloudResearch Connect and MTurk are first-class. Each has a step-by-step setup reference with a live demo loop you can click through:

Prolific setup →Connect setup →

In short, what's handled for you:

  • Participant IDs (PROLIFIC_PID, STUDY_ID, SESSION_ID, participantId, workerId, or any custom parameter) captured from the study URL onto every response.
  • Completion by redirect — with the response id, score and captured parameters substituted into your completion URL — or an on-screen code.
  • Screen-outs routed to their own redirect and code, so disqualified people return marked correctly.
  • One response per participant, enforced server-side on the panel ID.
  • MTurk preview traffic handled without storing anything.
  • Clean and flagged participant IDs copyable in bulk for approve/reject.

06Results & exports

The results page updates as answers arrive: a chart per question, click any value to filter the whole page, cross-tab any two choice questions, and browse individual responses with their timings and flags. Hide flagged removes low-quality responses from every summary and export in one click.

ExportWhat you getPlan
CSVOne column per question, plus timestamps, duration, quality flags, country, captured panel parameters, per-question timings, and scoresFree
XLSXThe same table, formatted for ExcelPro
CodebookOne row per variable: name, wording, type, required, value labels — for methods sectionsPro
R scriptLoads your CSV, applies value labels in survey order, and can write a labeled SPSS .sav via havenPro
Weekly emailThe full CSV in your inbox every MondayPro
WebhooksA signed POST per response to your own endpointPro
Google SheetsRows appended live as responses arrivePro
Results APIRead your data programmatically — see belowPro

Public results links share a live, read-only aggregate page with anyone — charts and counts only. Free-text answers and individual responses are never shown there.

07Longitudinal studies

Group surveys into waves of a studyPRO and Plumeform links the same participant across them — by panel ID or a custom URL parameter you choose.

  • Retention funnel: participants per wave, share of wave 1, and how many also completed the previous wave.
  • Wave-over-wave trends: the same question tracked across waves — scale averages with up/down deltas, and option shares per wave.
  • Linked CSV: one row per participant with each wave's answers in w1_, w2_ columns.
  • Multi-wave import: paste or upload several waves at once and get a linked study.

Questions are matched across waves by their wording, so duplicating a wave and editing it still lines up in the trend view.

08Multiple languages

Add languages in the builder's Languages tabPRO. Each locale is a translation of every string in your survey; the surrounding chrome (buttons, validation, progress) is already localized for English, Spanish, French, German, Italian, Portuguese and Dutch.

Respondents get a language picker and are matched to their browser language automatically; adding ?lang=es to the link forces one. Answers stay a single dataset— you translate the words, not the data, so analysis doesn't fragment. AI can fill a locale in one click, and every string stays editable.

09Integrations & API

IntegrationHow to set it upPlan
WebhooksBuilder → Settings → paste your endpoint. Each response POSTs a signed payload; a test button sends a sample.Pro
Google SheetsBuilder → Settings → connect your Google account and pick a sheet. Rows append as responses arrive.Pro
Results APIAccount → Results API → create a key (shown once). Bearer auth, JSON, 240 requests/minute, keyset pagination.Pro
Email notificationsBuilder → Settings → addresses to notify on each response, and optional respondent confirmations.Free
EmbeddingSurvey pages are iframe-embeddable by design.Free

The API exposes your surveys and their responses read-only, scoped to your workspace. Revoke a key any time — it stops working immediately.

10Plans, billing & data

FreePro — $15/mo ($12 annual)
Responses250 / month10,000 / month
Question typesAll 20 (except file upload)All 20
Display modesBothBoth
LogicPage jumps, end surveyShow/hide, screen-outs, piping
Research packEverything in section 04
ExportsCSVXLSX, codebook, R, weekly email, webhooks, Sheets, API
BrandingSmall Plumeform badgeRemovable, custom accent + logo

Your dashboard shows responses used this month. If you cross the cap, collection continues until midnight UTC so nothing in flight is lost. Upgrade or manage billing (card, invoices, cancellation) from Account — cancelling keeps Pro until the period ends, then drops to free with all your data intact.

Where data lives, who can reach it, retention and GDPR: security & data practices. Participant accessibility: accessibility statement.

11Common questions

QuestionAnswer
Do respondents need an account?Never. No login, no app, no cookies beyond what's needed to run the survey.
Can I edit a survey that's already collecting?Yes. Edits stay in your draft until you publish changes, and answers already collected keep the wording they were given.
What happens when I hit my response limit?Collection continues until midnight UTC that day, then pauses until the month rolls over or you upgrade. Nothing is deleted.
Can I delete a survey and its responses?Yes — deleting a survey deletes its responses. Test responses can be purged separately in one click.
Do you train AI on my data?No. AI features only see the survey text you explicitly submit to them, plus open-text answers when you click summarize.
Can I import from Qualtrics?Yes — upload the .qsf file directly. It converts deterministically, with a report of anything that couldn't be mapped.
Is there a way to show my survey to a colleague before launch?Reviewer links: a read-only draft preview for people without accounts, revocable any time.
Something's broken or missing.Use the contact button in the footer — it reaches a person, not a ticket queue.

Still stuck?

The Contact usbutton in the footer reaches a person who can actually fix things — attach a screenshot and you'll usually hear back within a day. If you're deciding whether Plumeform fits a study, say what you're running and you'll get a straight answer.