FormAssembly Essentials
FormAssemblyReviews from AWS customer
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FormAssembly: I'm Obsessed
What do you like best about the product?
The Salesforce integration is awesome. We use it very heavily to make all of our business processes run smoothly. And their customer service is amazing.
What do you dislike about the product?
I've run into a few minor issues when I use custom code but other than that, it's great!
What problems is the product solving and how is that benefiting you?
FormAssembly allows our staff and volunteers to interact with Salesforce data without logging in as a Salesforce user. It's amazing for program management.
Great form builder with a lot of features
What do you like best about the product?
The integration with Salesforce was very in-depth with a lot of features. We could process our form submissions in a lot of ways to create leads or contacts, check for duplicates and much more. The interface was easy to use. Having such a robust Salesforce integration was a big reason we used FormAssembly. Also, their options for creating the form were very robust as well. We're now using Pardot, and the functionality is extremely lacking compared to the features of FormAssembly, such as creating groups of fields, hide/show based on other selections, multi-step forms, etc. Also, because the forms are each on their own page, and we can embed Google Tag Manager, it allows us to insert tags on our form pages, which was very helpful as well.
What do you dislike about the product?
The styling of the forms was a bit tedious. I like how they give you the option to write your own CSS, but knowing which elements to change and having so many default styles to override was a bit annoying. I had to go back and forth between viewing the code and writing the styles many times to get it right.
What problems is the product solving and how is that benefiting you?
While we were using FormAssembly, our websites were built in Wix, which has a terrible form system and very few integrations. FormAssembly allowed us to embed complex forms that are easily editable by anyone on our team, and then integrate directly with Salesforce so our reporting is always up-to-date and accurate. This allowed us to capture all the necessary information for quotes based on who is completing the form.
Easy to use forms!
What do you like best about the product?
Developing the forms is incredibly easy
What do you dislike about the product?
I think the looks and feel of the forms could be more astheically pleasing.
What problems is the product solving and how is that benefiting you?
It greatly helps us capture the correct information we need for events and educational classes.
Form Assembly is wonderful!
What do you like best about the product?
Their product is advanced and allows deep Salesforce integration. Their support team is responsive and quick to troubleshoot issues.
What do you dislike about the product?
Not much! Like any product company, there are always nice to have features missing from the product.
What problems is the product solving and how is that benefiting you?
A large number of our nonprofit clients us Form Assembly and the feature/pricing are nicely tiered so you get what you pay for.
Amazing product
What do you like best about the product?
The connection with Salesforce is so easy to use
What do you dislike about the product?
I wish it had multi-signature capabilites.
What problems is the product solving and how is that benefiting you?
Quick and easy forms that have bi-directional links directly into Salesforce.
Excellent flexible & multifunctional tool!
What do you like best about the product?
Form Assembly has a deceptively simple UI full of design features to create the form you need. The connectors, esp pre-fill, are a lot of fun to use.
What do you dislike about the product?
Editing and saving a form change it in real-time. It needs the ability to change a form but not publish it right away.
What problems is the product solving and how is that benefiting you?
We use it to create all our online forms related to the university admissions process. This includes applications, residence applications, references, supplements, and more. We currently have 56 active forms. It helps us collect data and connect it directly to where it needs to go in salesforce, across multiple objects.
Recommendations to others considering the product:
I highly recommend Form Assembly to anyone looking for an online forms tool to collect data for a wide range of use cases.
FormAssembly - Recommend
What do you like best about the product?
Flexibility and integration with our current CRM (Salesforce) is pretty simple. Currently using the platform to send and receive recommendations for academic program applications. Customer service for our instance is great with responsive CSMs.
What do you dislike about the product?
Not too many things I dislike. Overall meets our business needs.
What problems is the product solving and how is that benefiting you?
We leverage form assembly for submission of support tickets which is sent to Salesforce for case creation as well as a way to allow student application recommenders to submit recommendations which are written to the student's salesforce opportunity record.
Recommendations to others considering the product:
If you are a larger company with multiple teams, consider enterprise instead of having individual accounts to conserve money. Also have team members join the VIP program to learn about new updates provided early to users in this program.
Excellent features
What do you like best about the product?
I greatly appreciated the ability to customize themes and create forms that truly align with our brand and keep customers/partners connected to our company. I also love work flow and conditional fields that greatly increase functionality and efficiency. Finally, I LOVE that it coordinates with Salesforce.
What do you dislike about the product?
There isn't much that I dislike, really. I would offer that the form building tools are not the most intuitive. I went through the certification process and feel very comfortable with form building, but I can understand how some companies may not feel as well equipped.
What problems is the product solving and how is that benefiting you?
We use Form Assembly to collect valuable internal information and surveys, accept credit card payments, process program inquiries, and we are working on using workflow to build out multi user approval processes.
Recommendations to others considering the product:
This is a great product, but I highly recommend going through the certification process and learning the tools and features before fully implementing the forms.
A Pros and Cons list of FormAssembly
What do you like best about the product?
* Pretty good functionality and features for the price
* Decent documentation in the Support KB
* Ability to import common data sets
* Ability to embed forms on websites is great
* There's a good variety of connectors to external systems, especially Salesforce
* You can do a lot of customization with the form appearance
* You can implement a wide range of formulas and calculations for even more powerful functionality and customization
* There's a pretty good form builder interface that is accessible to most users
* Decent documentation in the Support KB
* Ability to import common data sets
* Ability to embed forms on websites is great
* There's a good variety of connectors to external systems, especially Salesforce
* You can do a lot of customization with the form appearance
* You can implement a wide range of formulas and calculations for even more powerful functionality and customization
* There's a pretty good form builder interface that is accessible to most users
What do you dislike about the product?
* While there's a wide variety of connectors available, they are not always the most robust. There are some wildly GLARING gaps in functionality that are incredibly frustrating, especially when it comes to the Salesforce connector and some of the finance connectors
* In my opinion, you do need someone with technical expertise if you want to connect these forms to an external system in order to understand how the connectors work. You also definitely should have someone with knowledge of HTML/CSS to really be able to customize the appearance of the form because unless you go into the code to tweak things to exactly how you want, the form builder wizard does not always give you the best output.
* Form Assembly's customer support isn't the most helpful and the Knowledge KB could always be expanded/improved
* In my opinion, you do need someone with technical expertise if you want to connect these forms to an external system in order to understand how the connectors work. You also definitely should have someone with knowledge of HTML/CSS to really be able to customize the appearance of the form because unless you go into the code to tweak things to exactly how you want, the form builder wizard does not always give you the best output.
* Form Assembly's customer support isn't the most helpful and the Knowledge KB could always be expanded/improved
What problems is the product solving and how is that benefiting you?
We use FA forms for event registration, newsletter subscriptions, and even course applications--sometimes all within the same form. It's been extremely useful to be able to connect forms directly to our Salesforce org to immediately capture customer data (rather than having to constantly manually import these contacts into Salesforce)
Recommendations to others considering the product:
Do your due diligence and map out ALL of your business use cases and workflow processes first
Easy application that allows for quick professional survey!
What do you like best about the product?
An easy application we added to provide professional surveys. Easy to create, using a template, copying an existing survey and the different ways of displaying my questions and answers. Working in a small office, you don't need to be an IT expert to start on Form Assembly.
What do you dislike about the product?
I would love a way to be able to save a survey as a PDF or word doc once a survey has been created. Would love to see about adding users to an account.
What problems is the product solving and how is that benefiting you?
We are collecting data from our clients quicker and easier. We can review responses, notify stakeholders and integrate with our CRM.
Recommendations to others considering the product:
It is a cost-effective way to create professional-looking forms to share with clients, board members and staff.
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