FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Love the Ease & Integrations
What do you like best about the product?
We use FormAssembly for all types of forms, applications, registrations, and more. It is especially useful as it fully integrates with Salesforce, saving hours of manual data entry time and helping staff avoid typos.
What do you dislike about the product?
On occasion, the integrations have been cumbersome -- mostly due to our design errors. (we cannot afford a full-time IT department.)
What problems is the product solving and how is that benefiting you?
By using FormAssembly, we save hours of manual data entry time and help staff avoid typos. In addition, we are better able to sort submissions, review old applications, and share documents.
Recommendations to others considering the product:
Make sure staff who will be using FA most take the time to get properly trained.
Intuitive and helpful for collecting external information!
What do you like best about the product?
We use Salesforce very heavily for the Recruitment Team at our organization, and we have many partners external to our org who collect information on our behalf. Whether it's holding meetings with prospects or people self-reporting information about themselves, there's a a large amount of data that needs to be collected. But we had a hard time figuring out an efficient way for us to input that data into Salesforce.
The Salesforce-FormAssembly integration is so seamless and lets us create forms that users can fill out very intuitively. On the back end, we can map this form to fill out any fields in Salesforce - both custom and default fields. We can create any hidden fields for default fields in Salesforce to keep important information consistent and have strong data quality.
There are much more customizations and formulas that we haven't even scratched the surface on. Excited to see what else we can do with this tool!
The Salesforce-FormAssembly integration is so seamless and lets us create forms that users can fill out very intuitively. On the back end, we can map this form to fill out any fields in Salesforce - both custom and default fields. We can create any hidden fields for default fields in Salesforce to keep important information consistent and have strong data quality.
There are much more customizations and formulas that we haven't even scratched the surface on. Excited to see what else we can do with this tool!
What do you dislike about the product?
There's a little bit of a learning curve when initially creating forms. However, there is strong documentation and service that will help you build out the form that you need.
What problems is the product solving and how is that benefiting you?
As mentioned before, we have many external stakeholders who don't have direct access to Salesforce but still have valuable information that we want to show up in Salesforce. With FormAssembly, they're able to input all of that information without one of our staff members having to act as the middle man between the stakeholder and Salesforce.
This saves so much time and effort, especially since the form has default value and keeps our data very clean.
This saves so much time and effort, especially since the form has default value and keeps our data very clean.
Recommendations to others considering the product:
If you're looking for a more robust form builder that can integrate with different types of software, this is a good selection for you.
Exceptional Customer Support
What do you like best about the product?
FormAssembly has a great support team, who are ready to help you as best as they can. If a straightforward solution is not available for your requirement, they are always ready to provide you with a bunch of alternative solutions that will help you accomplish the task at hand.
What do you dislike about the product?
Have nothing to say for this question. Their product is cool and they are doing their best with support and also always eager to receive new feature requests.
What problems is the product solving and how is that benefiting you?
No more form building is so complex. You don't need to have any computer programming knowledge. You can build long and complex forms within hours... just drag and drop components to where they belong in the form and publish it in no time...
What's more, you can collect payments using Stripe... Load the form submission data to CRM softwares like Salesforce. They support couple of other third party application integrations as well.
What's more, you can collect payments using Stripe... Load the form submission data to CRM softwares like Salesforce. They support couple of other third party application integrations as well.
Very user Friendly.
What do you like best about the product?
The easy integration into SalesForce is the best feature.
What do you dislike about the product?
Some of the fields do not translate into dollar amounts. 1.00 will be entered and it comes through the notification as 1.0
What problems is the product solving and how is that benefiting you?
The problem we have solved is the manual entry of all memberships that come through.
Not the best data collectio, not the worst
What do you like best about the product?
I like the numerous connectors and the support is excellent.
What do you dislike about the product?
I hate the mapping system and how outdated FA feels. Also that there is no way to use it in Salesforce. And the text editor sucks. I hate that you have to go into theme to change the text formats, it doesn't make sense and I want to be able to edit as I go just like any other text editor...
What problems is the product solving and how is that benefiting you?
Data collection, email collection (of course).
Benefits are that we can produce unlimited forms for unlimited responses and the mapping to Salesforce generally works as intended as well as connection to Mailchimp.
Benefits are that we can produce unlimited forms for unlimited responses and the mapping to Salesforce generally works as intended as well as connection to Mailchimp.
By far my favorite form tool
What do you like best about the product?
The available connectors. Salesforce, Stripe, Authorize.net, the HTTPS connector is also very easy to set up for other applications. The formula features are very easy to work with and their documentation is on point. I have only needed the assistance of their support team for a setup maybe twice, and the team did not fail to give me a solid solution. The many ways to publish your forms, and use CSS to further develop the customer experience are extremely useful and user friendly.
What do you dislike about the product?
To me, the lack of integration with Zapier is the biggest downside to FormAssembly at this time. If they address this issue, the application itself will be unstoppable.
Also, the mobile views and mobile versions of the forms are still a work in progress. Some of the design features or themes applied to the form don't translate well to a mobile user.
Also, the mobile views and mobile versions of the forms are still a work in progress. Some of the design features or themes applied to the form don't translate well to a mobile user.
What problems is the product solving and how is that benefiting you?
I have primarily used FormAssembly for donation processing, data intake, and surveys. The form has made donation processing seamless and consistent throughout many platforms. The main benefit from a nonprofit standpoint was the ability to activate multiple connectors within one form. Sending financial data to the payment processor, customer data to the CRM, and engagement data to marketing tools - all through one form submission.
Over 50 forms Created! - intuitive design, easy to manage integrations
What do you like best about the product?
I've used this tool to create over 50 forms, integrating them all with our Salesforce CRM. I'm so glad FormAssembly could handle the level of complexity I needed. The user interface is clean and easy to navigate, the integration setup is straightforward, and I appreciate that I could use some HTML to add some branding/styling.
What do you dislike about the product?
Hmm. I don't have much on the "dislike" front. As with any software, there is a learning curve, but their online resources are good and their support team responsive for those occasional times when I have gotten stuck.
What problems is the product solving and how is that benefiting you?
I work at a Higher Education institution, in admissions/marketing, and we use FormAssembly forms for all of our digital lead generation forms, as well as surveys, plus complex forms students need to fill out before enrolling. This tool has been reliable the whole way. If anything, we keep finding new ways to expand our use of it.
Game-changing functionality for our Data Collection
What do you like best about the product?
As a heavy Salesforce org, we rely upon FormAssembly's flexible SF Integrations for routing our data where it needs to be. Without FormAssembly we would not be able to paint the complete picture of our reach with teachers and schools around the globe!
What do you dislike about the product?
Ocaassioanly, we do have issues with the form builder UI, sometimes it is difficult to place things without it bumping other items around and it often takes several tries to get something where you want it. Once in a while we also find that having to refresh the API connection on Forms that have not been edited in several months and that suddenly have a high submission rate is something that's easy to forget and causes submission issues for the participant. For example, a survey we use once a year needed its API connection to Salesforce refreshed, and when it received submissions, the submitters were routed to a generic FormAssembly technical issues screen, which made it difficult for our admins to determine what the cause of the issue was.
What problems is the product solving and how is that benefiting you?
We use FormAssembly to collect and update client data for contacts and opportunities, and use FA as our primary survey tool, allowing us to route all survey data into a series of custom objects in Salesforce for our own custom analytics, a truly game-changing tool!
Great Product
What do you like best about the product?
The ease of creating forms...you don't need to know coding to create nice looking forms.
What do you dislike about the product?
Can't think of anything right now that I dislike
What problems is the product solving and how is that benefiting you?
We use the forms across campus even in those departments that aren't in Target X. We set up forms a few years ago for housing to use. At present, other than all of the Admissions forms and applications, we are running our Registration Day sign ups and survey through it. I really like the fact that if someone on campus needs a form, we can create one for them to use that doesn't have to be connected to our CRM.
Great for Salesforce
What do you like best about the product?
The easy integration with Salesforce and switching to different sandboxes if needed.
What do you dislike about the product?
Searching the logs can be a bit tricky when trying to debug.
What problems is the product solving and how is that benefiting you?
Custom form creation that validates and updates Salesforce
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