FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Forms for the everyday user and beyond
What do you like best about the product?
As a base product, FormAssembly is easy to use, affordable, and compatible for all businesses. It Is a long-term or short-term solution for payment portals, applications, volunteer/event sign-up forms, and information gathering. FormAssembly easily integrates with multiple tools such as Stripe, Authorize.net, Google Sheets, Salesforce, and many others. It is intuitive and great for styling.
The customer service and Non-Profit discounts are also fantastic and keep the needs and abilities of the customer in mind.
The customer service and Non-Profit discounts are also fantastic and keep the needs and abilities of the customer in mind.
What do you dislike about the product?
FormAssembly, up until recently, has not had a firm communication policy both internally or externally. When there are system-wide issues, the customer might be the first to experience them but the last to know if the company is working on it. You can often reach out to one team member and get a completely different answer than another team member. FormAssembly is changing its policy on communicating any system error, and we have begun to see the benefits of that. However, we are still waiting for a comprehensive and transparent system, which hopefully comes with time.
What problems is the product solving and how is that benefiting you?
FormAssembly is an open form tool. We can create donation pages when more upscale tools are unavailable. It integrates with Experience Cloud in Salesforce, an excellent tool for Applications and gathering personal information. You can embed FormAssembly forms in your website to make seamless newsletter signups or help forms. At certain subscriptions, you can also prefill forms from Salesforce to reduce the number of licenses you need in Salesforce and instead pass information from Salesforce to a Form so the data can be reviewed externally.
Recommendations to others considering the product:
FormAssembly is an easy-to-use tool. You can start with a free trial and get used to the product first. Once you confirm you enjoy the product, you can provide long-term solutions to a myriad of different issues. Do not be afraid to make test forms and play, as you can only break a form after it goes live. Until that time, you can build, modify and develop your form at whatever capacity you want. Also, do not be afraid to reach out to support as they are always there to help you move your form forward.
Makes my life so much easier
What do you like best about the product?
It integrates with Salesforce and our credit card processor.
What do you dislike about the product?
Form builder experience can be a bit tricky at times when trying to have a very specific layout while working with page size restrictions.
What problems is the product solving and how is that benefiting you?
We are able to manage multiple donation pages, event registration pages, and have people submit applications on our website. We have 100% management of these data entry processes.
Very versatile, with many pluses
What do you like best about the product?
I was first introduced to FormAssembly while working at a previous organization. We were moving our CRM to Salesforce, and were seeking a way to automate the transfer of information from a few application forms to the database. Our consultants recommended FormAssembly, since it has numerous ways to "connect" and/or map the fields in the forms to appropriate fields in Salesfoce.
What do you dislike about the product?
Some of the connectors do not always act as expected (we've run into some issues with strange events firing.) Support is terrific -- but seemingly overwhelmed at times -- the response time has not always been timely. Perhaps they need to acquire more support staff? When you can connect, they are very helpful.
What problems is the product solving and how is that benefiting you?
At my new organization, we implemented FormAssembly on my recommendation. We now use it for Client intake, event registrations, FUTURO applications, donor surveys, vaccine pre-registration, and more. We even use it internally for various SOPs.
Recommendations to others considering the product:
I wholeheartedly recommend FormAssembly -- but suggest that if you do not have a robust IT department, you take the time to do the training.
Most fully featured form building tool for Salesforce users
What do you like best about the product?
Easy to build simple forms and even pretty easy to build complicated forms, withough much coding unless you have steep CSS or custom javascript needs. Can handle conditional display of questions, many kinds of data types, prefill from salesforce at the right pricing tier, and more. The salesforce sync is excellent, far better than many other tools out there
What do you dislike about the product?
I'd like better workflows between forms (criteria-based, passing in prefill data). Limitations on how to access salesforce data for use in forms in connectors can be annoying here and there, like passing differnt values based on what's on the record without needing a prefill step, or accessing the record created in formulas and notifications. Being able to prefill without needing 2 page steps or a url prefill would be ideal. I would like to also choose to update a single field or not based on criteria like a record was found in a previous step, without having to make copies of steps to handle each answer (updating leadsource only on new records)
What problems is the product solving and how is that benefiting you?
I mostly use it for nonprofits-- we create signups for volunteering, applications for programs, and even really complicated many page forms to collect data ofor programs. We post everything to salesforce in a structured format, create child records, etc.
Recommendations to others considering the product:
Be sure you get the right pricing tier for your needs
Form Assembly has helped our services organization to complete our daily work in a structured way.
What do you like best about the product?
All the information can be stored and can be accessed via link. This helps to understand what needs to be done while setting up a campaign.
What do you dislike about the product?
I think the credentials issue can be more user friendly as the login get locked when multiple users login to same account.
What problems is the product solving and how is that benefiting you?
We are storing all the campaigns information within Form Assembly which can be accessed anytime. This helps with understanding what was requested back in history versus now.
A powerful tool for data collection
What do you like best about the product?
I really like how easy it is to connect to salesforce and export my survey results.
What do you dislike about the product?
I wish there was a way to automate some form creation tools. Sometimes I have to do the same thing over and over again.
What problems is the product solving and how is that benefiting you?
Through form assembly I am able to survey students and gather information about how well they enjoy certain aspects of the school vs. what still needs to be worked on.
Form Assembly is the connector your Salesforce instance needs
What do you like best about the product?
I love the smooth integration with Salesforce - and that we can do more than we thought we could do with it!
Their team has been helpful when we've run into issues or things haven't played out as the help files suggest they should.
Their team has been helpful when we've run into issues or things haven't played out as the help files suggest they should.
What do you dislike about the product?
The lack of communication when FA goes down. It does not have 100% uptime as it promotes. It's good, but not that good. Also, wish we could save versions of forms to have a history for those times we make an error and cannot find it and have nothing to go back to. A Last Saved version would be helpful.
What problems is the product solving and how is that benefiting you?
For us, Form Assembly accomplishes what we wanted Salesforce Communities to do for us - at a significantly reduced cost. Additionally, we haven't had to train additional Salesforce users.
Generally intuitive platform, helpful Salesforce integration
What do you like best about the product?
The SF connector is really important for us to have form data flow into our central database, and is pretty easy to set up. Also great to be able to customize themes.
What do you dislike about the product?
Sometimes question types and layout options feel a little limited.
What problems is the product solving and how is that benefiting you?
Data capture from constituents, automated data flow into Salesforce
Robust, flexible and intuitive web form solution
What do you like best about the product?
We can make forms as dynamic or simple as we need. The comprehensive features for conditional fields and processing mean that we can create and manage one form for a variety of stakeholders on a given project.
What do you dislike about the product?
I wish there was more support in utilizing some basic code to extend forms, but they are clear in documentation that their support doesn't cover that. And the community of end users using FormAssembly can usually help out.
What problems is the product solving and how is that benefiting you?
We have been able to use FormAssembly to display data from within Salesforce for constituents who might now have Salesforce logins, but need to review and update data points.
Pretty great product!
What do you like best about the product?
The Salesforce integration is so helpful - no other system that we have tried works so well. I also like the webinars that Form Assembly has been putting on recently.
What do you dislike about the product?
I wish there were more options for customization within form building in Form Assembly. Specifically, I'd like options to be able to click to customize my form (rather than needing to use code). Although the forms are functional, our users don't love how they look. One thing we would love is a drop-down menu of font options - we currently aren't using our brand font and that's not ideal.
What problems is the product solving and how is that benefiting you?
With Form Assembly, we are able to reduce the number of duplicate records that get created in Salesforce - this is a huge need. It also allows us to gather information from external folks and have it immediately stored in Salesforce (no additional uploads required). This allows for cleaner data and fewer folks having Salesforce licenses - which is ideal in this scenario.
Recommendations to others considering the product:
If you are using Salesforce and have reason to collect information from individuals (that you would like stored in Salesforce), Form Assembly makes that SO easy to achieve. I would definitely recommend looking into it, at least. Form Assembly has several other integration options (such as Google Docs) which can also be helpful! For example, some of my colleagues don't love Salesforce and are quite attached to Google Docs. Form Assembly allows me to simultaneously get the info I need into Salesforce AND into a Google Doc for easier reading for my colleagues.
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