Frequently Asked Questions¶

Getting Started¶

How do I create an account?¶

Visit the Drift homepage and click Get Started. Enter your name, email, and password, then verify your email through the confirmation link sent to your inbox.

Is there a free plan?¶

Yes. The Free plan includes 3 forms, 50 responses per month, and 1 team member. It's free forever with no credit card required.

What's included in the free trial?¶

New accounts get a 14-day free trial of Pro features — unlimited forms, AI generation, workflows, connections, custom branding, and more. No credit card required. After the trial, you'll be moved to the Free plan unless you upgrade.

Can I use Drift without signing up?¶

Form respondents don't need an account. Only form creators need to sign up.

Forms¶

How many forms can I create?¶

Free: 3 forms. Pro: unlimited. Enterprise: unlimited.

Can I duplicate a form?¶

Yes. From the forms list, click the menu on any form and select Duplicate.

What happens to responses if I edit a published form?¶

Existing responses are preserved as-is. Only new submissions use the updated form. You can roll back to a previous version from the Versions tab if needed.

Can respondents save and return to a form later?¶

Form progress is maintained during the session. If the respondent closes the browser, they'll need to start over. For long forms, consider using the Considered or Guided pacing mode so respondents see clear progress.

Is there a limit on how many fields a form can have?¶

There's no hard limit on fields per form. However, very long forms may benefit from being split into sections with pacing to keep the experience manageable.

What is the "slug" for a form?¶

The slug is the URL-friendly identifier used in your form's public link (e.g., /f/customer-feedback). It's auto-generated from the form title but can be customised in form settings.

Pacing Modes¶

What's the difference between Quick, Considered, and Guided?¶

Quick shows all sections on one scrollable page — like a traditional form
Considered shows one section at a time with Next/Back navigation
Guided is a step-by-step wizard with a progress bar, the most paced and intentional experience

Can I change the pacing mode after publishing?¶

Yes. Change the pacing mode in form settings and re-publish. Existing responses are not affected.

Conditional Logic¶

Can I show/hide individual fields based on answers?¶

Yes. Select any field, go to the Logic tab, and add visibility conditions. The field will only appear when the conditions are met.

Can I skip entire sections?¶

Yes. Use section routing to send respondents to different sections based on their answers. You can set this up in the section's Routing tab or visualise it in Flow View.

Do required fields inside hidden sections still block submission?¶

No. Required validation only applies to fields that are currently visible to the respondent.

Workflows¶

What's the difference between a form and a workflow?¶

A form is a single step — one person fills it out. A workflow is a multi-stage process where different participants complete different stages in sequence, with data flowing between stages.

Do workflow participants need a Drift account?¶

No. Participants receive magic links via email that give them direct access to their stage. No sign-up required.

Can I manually advance a workflow stage?¶

Yes. Use manual triggers, and activate stages from the instance detail page in the admin panel.

What happens if a participant doesn't complete their stage?¶

The workflow stays on that stage until the participant submits. You can resend the magic link from the instance detail page as a reminder.

Connections & Integrations¶

Which services can I connect to?¶

Drift supports four connection types: Webhooks, Google Sheets, Airtable, and Microsoft Excel (OneDrive). Webhooks can connect to virtually any service that accepts HTTP requests.

Will I lose submissions if a connection fails?¶

No. Submissions are always saved in Drift regardless of connection status. If a connection fails, the submission is stored and the failure is logged. You can check connection logs for details.

Can I connect multiple services to one form?¶

Yes. You can add multiple connections to a single form. Each submission triggers all enabled connections.

Payments¶

Which payment processor does Drift use?¶

Drift uses Stripe for payment processing. You'll need a Stripe account (free to create) connected to your Drift organisation.

Can I set different prices for different forms?¶

Yes. Payment amount and currency are configured per form.

Where do I manage refunds?¶

Refunds are handled through your Stripe dashboard, not within Drift.

AI Generation¶

What AI model powers form generation?¶

Drift uses Anthropic's Claude to generate forms from natural language descriptions.

Can AI generate conditional logic?¶

Yes. If your description implies branching (e.g., "if they select Other, show a text field"), the AI will generate appropriate conditional logic.

Can I edit an AI-generated form?¶

Absolutely. AI generation gives you a starting point. You have full control to edit, add, remove, or rearrange anything in the builder.

Privacy & Security¶

Where is my data stored?¶

Data is stored in Neon PostgreSQL databases in the EU (Frankfurt). All connections use TLS encryption.

Is form data encrypted?¶

Yes. Data is encrypted in transit (TLS) and at rest (AES-256-GCM). Passwords are hashed with bcrypt.

Can I export my data?¶

Yes. Export form responses as CSV or Excel files from the Responses tab. For a full data export, contact support.

Can I delete form responses?¶

Yes. Individual responses can be deleted from the response detail page.

Does Drift use respondent data for AI training?¶

No. Respondent data is not used to train AI models.

Billing¶

How does billing work?¶

Pro plans are billed monthly at $15/month through Stripe. You can manage your subscription, update payment methods, and view invoices through the Stripe Customer Portal.

Can I cancel at any time?¶

Yes. Cancel from Settings → Organisation → Manage Billing. You'll retain Pro features until the end of your current billing period.

What happens when I downgrade to Free?¶

You keep access to your existing forms and responses, but you'll be limited to 3 active forms and 50 responses per month. Forms beyond the limit become inactive but are not deleted.

Troubleshooting¶

My form isn't accepting responses¶

Check these common causes: 1. Form status — make sure it's set to Active (published) 2. Close date — check if a close date has passed 3. Max submissions — check if the submission limit has been reached 4. Plan limits — check if you've hit your monthly response limit

A connection isn't working¶

Go to the connection's settings and click Test Connection.
Check the Connection Logs for error details.
For OAuth connections (Google Sheets, Excel), try re-authorising.
For webhooks, verify the endpoint URL is correct and accessible.

I can't log in¶

Check that you're using the correct email.
Try Forgot Password to reset your password.
Make sure your email is verified.
Clear your browser cache and cookies.

The builder isn't saving¶

Check your internet connection.
Look for error messages in the toolbar save indicator.
Try refreshing the page — the builder auto-saves, so your recent changes should be preserved.
If issues persist, copy your work and contact support.