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What is the onboarding survey?

What is the onboarding survey?

Last updated: 7/9/2026

New accounts may see a short onboarding survey at /onboarding before full access to project creation.

What is the onboarding survey?

The onboarding page title is Finish setup. It embeds a Formbricks survey in an iframe titled Onboarding survey. Answers map to your organization profile (industry, company size, company name, how you heard about us).

What the survey covers

Sign up >>> /onboarding >>> Finish setup survey

Prerequisites: Signed-in account with requiresOnboarding true (status DRAFT or FAILED).

Step 1. Land on onboarding

  • OnboardingGuard redirects you to /onboarding?returnUrl=... when setup is required.

  • Page heading: Finish setup.

  • Subtitle: Complete the short survey below. You can return to the app when you're done.

Step 2. Complete the embedded survey

  • Questions appear inside the Onboarding survey iframe.

  • Topics include industry category, company size, company name, and account source.

  • Exact steps and skip options are controlled in Formbricks, not in the app UI.

Step 3. Survey completes

  • When Formbricks finishes, the app marks onboarding in progress and redirects you.

Key points to consider

  • There is no Skip button in the TourEstateAI onboarding page UI.