FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Solid data intake option integrated with Salesforce
What do you like best about the product?
I have been using FormAssembly for several years to collect participant data for several program initiatives. Form Assembly allows you to create customizable forms and create completion actions that include integration with Salesforce (creating new records and updating records, creating attachments etc) as well as integration with other platforms, such as Google Drive
What do you dislike about the product?
More advanced features are not easy to learn, such as formulas, documentation could be better.
What problems is the product solving and how is that benefiting you?
Create custom data intake forms, use validation rules for fields
FormAssembly Useful Once You Get a Hang of It
What do you like best about the product?
The Salesforce connectors, including prefill connectors, make it easy to gather and store data.
What do you dislike about the product?
The connectors aren't always the most user-friendly. They take some getting used to.
What problems is the product solving and how is that benefiting you?
Survey data collection, application submissions, grant requests, and more. We use FA in all parts of our business
It's not bad. Expensive.
What do you like best about the product?
Easy. No coding skills necessary. I was able to immediately use the product.
What do you dislike about the product?
It's expensive. We want a connection to authorize.net but for our small nonprofit it's not cost effective.
What problems is the product solving and how is that benefiting you?
We use it for a membership form on our website and it's integration with Salesforce.
Compile client responses to refer back to again and again
What do you like best about the product?
I like that Form Assembly allows me to share a link for my clients to easily fill out, without the need to log in, or create accounts. It also keeps all of the information I need in organized and easy to find formats.
What do you dislike about the product?
Occasionally, I get feedback from clients who are unable to submit their forms. And working remotely, the best solution we can work with is to ask our clients to send us screen shots of their responses directly to us.
What problems is the product solving and how is that benefiting you?
It’s wonderful for collecting all sorts of data and helping to sort it. Whether we are looking for a median age range, country, or other demographic. It comes in handy for grant reporting as well.
Recommendations to others considering the product:
Perfect for collecting information from many different individuals
Great product for integration with Salesforce!
What do you like best about the product?
Form builder is simple to use and very customizable. The backend backend integration is straightforward and I love the ability to prefill forms from Salesforce data.
What do you dislike about the product?
I would like to see payment connectors a little more configurable.
What problems is the product solving and how is that benefiting you?
Data collection is more streamlined and have eliminated the need for manual entry. Web forms have enabled online capture of data when COVID has prevented in person presentations.
Very well thought-out, but with some caveats
What do you like best about the product?
-I love how customizable it is – it’s so easy to adjust the look and feel of the form with either a theme or CSS.
Functionality-wise you can do more with Javascript. As compared to Formstack, the ability to use Javascript is a huge plus here. They even give users example snippets of code.
-Their support is AWESOME – super responsive by email and chat. They have gone above and beyond for me on multiple occasions and the reps are more like partners.
-The prefill connector pulls data from Salesforce in a seamless manner by passing variables such as record IDs into the URL. In Formstack, you have to pass every field you want into the URL; FormAssembly just queries the database and “prefills” fields instead. This also allows for scalability; you can use one form for multiple purposes by conditionally showing or hiding information.
-The repeater option – which allows you to a) pull in data from multiple records and b) create or update multiple records is very clever. We have used this to pull info from child objects on a one-to-many relationship – for instance, dates and times for modules (child) of a virtual event (parent). Or create many records at once (for instance, for guest lists for a benefit). You can even remove the submit button and use it to display information from your database using the pre-fill connector.
-E-checks in FormAssembly/Authorize give us more payment options and flexibility for our donors. We created a form that allows us to collect money from a pledge, passing in the donation ID. Then the form updates fields on the record when the person pays.
--Sub-point: You can save and pass Authorize.net transaction IDs into Salesforce records!! This is something Formstack cannot do.
-The CSV import of picklist items that populates other fields. We used this to load the entire US school database into a form and populate fields like name, district, and address.
Functionality-wise you can do more with Javascript. As compared to Formstack, the ability to use Javascript is a huge plus here. They even give users example snippets of code.
-Their support is AWESOME – super responsive by email and chat. They have gone above and beyond for me on multiple occasions and the reps are more like partners.
-The prefill connector pulls data from Salesforce in a seamless manner by passing variables such as record IDs into the URL. In Formstack, you have to pass every field you want into the URL; FormAssembly just queries the database and “prefills” fields instead. This also allows for scalability; you can use one form for multiple purposes by conditionally showing or hiding information.
-The repeater option – which allows you to a) pull in data from multiple records and b) create or update multiple records is very clever. We have used this to pull info from child objects on a one-to-many relationship – for instance, dates and times for modules (child) of a virtual event (parent). Or create many records at once (for instance, for guest lists for a benefit). You can even remove the submit button and use it to display information from your database using the pre-fill connector.
-E-checks in FormAssembly/Authorize give us more payment options and flexibility for our donors. We created a form that allows us to collect money from a pledge, passing in the donation ID. Then the form updates fields on the record when the person pays.
--Sub-point: You can save and pass Authorize.net transaction IDs into Salesforce records!! This is something Formstack cannot do.
-The CSV import of picklist items that populates other fields. We used this to load the entire US school database into a form and populate fields like name, district, and address.
What do you dislike about the product?
-The fact that this is based in Javascript can cause problems.
--Learning curve or requirement to hire implementation team. Javascript is not normally in the skillset of a Salesforce admin, but it is a good skill to have.
--The user’s browser must have Javascript enabled in order for the form to work properly. FormAssembly recommends adding a snippet of code that shows up when Javascript is not enabled, but this snippet should come with the platform in my opinion. There is inherent risk here otherwise.
-On forms where you accept payment there is no native plugin for discount codes.
It’s also hard to discount to $0 and hide the credit card fields – you need Javascript for this.
-The post submission connector is clunky at times. If I’m making an update, I’d love to be able to reference an existing value in Salesforce and then decide what to do – for instance, if it’s filled out already, don’t overwrite it with the new value. Also, there are some cases when the update/insert option doesn’t work for my use case and I have to do an update/insert in multiple steps instead.
-I wish that FormAssembly had a Google Drive integration; any time I want to save in a Google Drive I have to use Formstack.
-The e-signature function is very sleek but there’s not a great way to report on signatures that have been “verified” through email; you have to go into each record to do that.
-The WordPress plugin does not allow you to add fields into the URL, so we have had to use iFrames.
--Learning curve or requirement to hire implementation team. Javascript is not normally in the skillset of a Salesforce admin, but it is a good skill to have.
--The user’s browser must have Javascript enabled in order for the form to work properly. FormAssembly recommends adding a snippet of code that shows up when Javascript is not enabled, but this snippet should come with the platform in my opinion. There is inherent risk here otherwise.
-On forms where you accept payment there is no native plugin for discount codes.
It’s also hard to discount to $0 and hide the credit card fields – you need Javascript for this.
-The post submission connector is clunky at times. If I’m making an update, I’d love to be able to reference an existing value in Salesforce and then decide what to do – for instance, if it’s filled out already, don’t overwrite it with the new value. Also, there are some cases when the update/insert option doesn’t work for my use case and I have to do an update/insert in multiple steps instead.
-I wish that FormAssembly had a Google Drive integration; any time I want to save in a Google Drive I have to use Formstack.
-The e-signature function is very sleek but there’s not a great way to report on signatures that have been “verified” through email; you have to go into each record to do that.
-The WordPress plugin does not allow you to add fields into the URL, so we have had to use iFrames.
What problems is the product solving and how is that benefiting you?
We are a nonprofit doing event signup in FormAssembly. We collect data on constituents such as programmatic contacts and donors. We also use it to process payments.
Awesome for Custom Online Form Hosting
What do you like best about the product?
Flexibility to Customize forms to fit various needs. It is convenient and easy to use. It is very stable and rarely do we encounter any problems at all.
What do you dislike about the product?
In-frequent glitches to synch with email inbox. FA disconnects from my email inbox on rare occasions and I will have to wait for Customer service to resolve issues. This can usually take a couple of days to resolve. We also have issues with our forms going to the spam folder and leading to missed responses and reactions.
What problems is the product solving and how is that benefiting you?
Glitches to inbox synch. Customer service was very helpful in resolving issues although issues encountered were usually complex to resolve. It was also confusing having numerous Customer Service reps working on my issue and my issue kept being elevated to higher levels. Overall they were very responsive and worked to resolve all of my issues.
Recommendations to others considering the product:
Get a detailed overview of its functionality and how to manage content. There are a vast majority of functions on form assembly which you need to make sure to take advantage of. I use it for lead capturing, surveys and polls, custom interactive form building, etc. FA has been reliable and we never almost need any type of management or support after everything is set up. I also must mention that it is very intuitive to use on both the front and backends and anyone can jump in without any prior experience using a software like this.
Great item!
What do you like best about the product?
Easy to use and very versatile. When I need help, I can google it and find a guide.
What do you dislike about the product?
A little tricky to get human help from customer support.
What problems is the product solving and how is that benefiting you?
We use it for our Salesforce data entry and also to run surveys.
Recommendations to others considering the product:
Good! Would use again.
Great Product
What do you like best about the product?
User Friendly
Customizable
Easy integration with Salesforce
Great way to populate your database and dispense information.
Customizable
Easy integration with Salesforce
Great way to populate your database and dispense information.
What do you dislike about the product?
Moving items can be comber some at times
What problems is the product solving and how is that benefiting you?
Population of our database with applicant information.
Recommendations to others considering the product:
Save often
Great form automation tool with Salesforce integration
What do you like best about the product?
The seamless and intuitive Salesforce integration for all forms. Being able to map any and all fields with our Salesforce instance saves time and data entry mistakes. FormAssemblys ability to integrate seamlessly really allows it to step up above other form creators in the market.
What do you dislike about the product?
UI and set up of forms and automation can be slow and time-consuming. More predictive selections and better copy/paste features would make everything a bit less repetitive. Setting up custom URLs is an example of a monotonous task that should be better executed by FormAssembly.
Something else missing is just better form customization. Not a huge loss because there is some small amount available, but a better template set up and management would be preferred. Seems like even the best possible form customization results in a mediocre form display. Their site says "Use our super-intuitive Form Builder to build your form. You can make it as simple or complex as necessary. Spruce up the design by adding custom CSS, or using one of our pre-defined themes." However it is that CSS part that could use some upgrading for those users who are not as great at CSS.
Something else missing is just better form customization. Not a huge loss because there is some small amount available, but a better template set up and management would be preferred. Seems like even the best possible form customization results in a mediocre form display. Their site says "Use our super-intuitive Form Builder to build your form. You can make it as simple or complex as necessary. Spruce up the design by adding custom CSS, or using one of our pre-defined themes." However it is that CSS part that could use some upgrading for those users who are not as great at CSS.
What problems is the product solving and how is that benefiting you?
No major issues, but FormAssembly has allowed many of our reps to skip the information population in Salesforce by allowing customers to fill out a form for auto-population. They also just rolled out a PDF attachment that allows you to attach the form and any uploaded documents to the salesforce record that is a small bit buggy, however, this is still an incredibly useful feature. It allows my team to operate purely out of Salesforce while having FormAssembly run everything in the background.
Recommendations to others considering the product:
Set aside time to fully understand the possibilities before getting started on any task. This will help prevent douplicated efforts.
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