FormAssembly Essentials
FormAssemblyReviews from AWS customer
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A very useful tool
What do you like best about the product?
A versatile tool.
I have been using Formassembly for many years for customer satisfaction assessment and for collecting applications and reports. Every time I have received very enthusiastic feedback about the online form solution from my customers. I am really satisfied.
I have been using Formassembly for many years for customer satisfaction assessment and for collecting applications and reports. Every time I have received very enthusiastic feedback about the online form solution from my customers. I am really satisfied.
What do you dislike about the product?
Unfortunately, the new pricing policy has discontinued the pay per report former policy
What problems is the product solving and how is that benefiting you?
Customer satisfaction assessment and for collecting applications and reports
Recommendations to others considering the product:
Restart the "pay as you go" price policy
Full featured tool for form creation and integration with 3rd party tools
What do you like best about the product?
Ease of use of form builder and integrations to 3rd party applications
What do you dislike about the product?
Still some use case limitations, but they're working on that!
What problems is the product solving and how is that benefiting you?
Creating easy-to-use custom forms for Salesforce
Form Assembly
What do you like best about the product?
Form Assembly makes it incredibly easy to make web forms. It takes little/to no coding skill to create a form and add it to your web page.
What do you dislike about the product?
It is difficult to customize fields to get them to look the way that you want to.
What problems is the product solving and how is that benefiting you?
We now collect Leads using Form Assembly and they are inputted directly into Salesforce. We now don't have to upload them form a spreadsheet.
Great for sharing data with Salesforce
What do you like best about the product?
I've used a few form builders in the last ten years, and I find Form Assembly to be the most equipped to handle complex forms and still maintain a good integration with Salesforce. I have built dozens of forms for the organization where I work, and we used them daily to easily submit data online. We have both internal and external forms.
What do you dislike about the product?
My only complaint is that the dynamic picklist is only available in the higher-priced plans. When I edit my picklists in Salesforce, I have to remember to go back to Form Assembly, add them to my selection, and then re-connect it to the Salesforce Connector. That can get quite tedious.
What problems is the product solving and how is that benefiting you?
We have internal forms that staff members can use to submit reimbursement requests or invoice payments. Being able to submit these easily online and then automatically create the expense items in Salesforce for our accountant has been great for efficiency. This benefits the finance team as well as the staff members who are able to be reimbursed quicker.
Versatile and affordable solution
What do you like best about the product?
You can customize your own flows with as many custom object as you need
What do you dislike about the product?
Wish the forms were more responsive and themes could be edited more simply
What problems is the product solving and how is that benefiting you?
Helps us seamlessly integrate data into Salesforce
Recommendations to others considering the product:
If you have a good understanding of how your Salesforce objects are related you can easily create customized workflows.
Great, Intuitive Tool for Connecting to Salesforce
What do you like best about the product?
Easy to set up form and connect to SFDC.
What do you dislike about the product?
Large response volumes cause API problems.
What problems is the product solving and how is that benefiting you?
We collect customer information and survey responses to streamline business processes and create leads. The lead creation has been extremely helpful. We also use it on our website to collect cases from our user, and route them to our customer service team.
Creating forms and surveys is very straightforward. It is easy to conditionally show and hide fields, and add some other logic. Mapping the fields to Salesforce is also intuitive. On occasion our connectors can get a little complicated, since there are several conditions we need ot check to avoid creating duplicates.
Our web design team usually adds styling to the form after it is embedded into a web page. So I do not have much experience with adding styles to the form. The few times I have added it, it was simple and easy to use. There have been a few difficulties because we embed our forms on our web pages, which limits a few (not many) of FormAssembly's features.
The only difficulty we have had is when there is a large response volume to a survey in a short period of time, the connector to our Salesforce instance has hit API limits. But when the volume is low enough, or spread out across a length of time, it works well.
Creating forms and surveys is very straightforward. It is easy to conditionally show and hide fields, and add some other logic. Mapping the fields to Salesforce is also intuitive. On occasion our connectors can get a little complicated, since there are several conditions we need ot check to avoid creating duplicates.
Our web design team usually adds styling to the form after it is embedded into a web page. So I do not have much experience with adding styles to the form. The few times I have added it, it was simple and easy to use. There have been a few difficulties because we embed our forms on our web pages, which limits a few (not many) of FormAssembly's features.
The only difficulty we have had is when there is a large response volume to a survey in a short period of time, the connector to our Salesforce instance has hit API limits. But when the volume is low enough, or spread out across a length of time, it works well.
Awesome product that's easy to use and full of capabilities
What do you like best about the product?
I love the latest version of Form Assembly because its much easier to use and loaded with a lot of capabilities allowing us to do new and innovative things.
What do you dislike about the product?
Not applicable because I'm a believer in the product and use it on a regular basis for recruiting students.
What problems is the product solving and how is that benefiting you?
Capturing lead data, verification of existing data, and internal forms allowing easy data entry.
Recommendations to others considering the product:
The product is loaded with potential. With that, we highly recommend that you centralize the creation of forms to ensure consistency and data writes to the correct location.
FormAssembly Equals Unparalleled Power and Ease
What do you like best about the product?
I love that FormAssembly integrates with Salesforce, but that it is so powerful on it's own. FormAssembly is absolutely a standalone powerhouse. We use FormAssembly for paid for registrations, free data collections, applications, multiple organizations, and it's all branded and well integrated with Salesforce. Our reporting power is limitless with this combination. We find that FormAssembly has saved us insane amounts of time and money.
What do you dislike about the product?
I wish that the thematic elements were more easily to manipulate, but there are so many that it doesn't bother me to have to dig a bit for them. I wish FormAssembly reporting was more consistent and user-friendly. I can always get the information I need, just sometimes not within the reporting page. I also wish when errors were encountered by people that it more readily notified me; we used to have this setting and now I can't find it.
What problems is the product solving and how is that benefiting you?
We've reduced our paper use by over 50,000 sheets of paper and we've enabled the ability to track our participants across many years, a feature not previously possible.
Recommendations to others considering the product:
Take the time to watch the webinars! A lot of tips and inspiration to be found there. I have frequently been able to beef up our FormAssembly experience after watching one.
Form Assembly is great, the Salesforce connector is invaluable
What do you like best about the product?
Salesforce connector
Salesforce Prefill
The ease of building a form and flexibility for accommodating many different use cases.
Salesforce Prefill
The ease of building a form and flexibility for accommodating many different use cases.
What do you dislike about the product?
Lack of ability to template connectors.
Would like more global, admin level abilities
Would like more global, admin level abilities
What problems is the product solving and how is that benefiting you?
Getting data from our customers/clients/constituents into Salesforce.
Recommendations to others considering the product:
If you want to connect to Salesforce, this is a fantastic option.
Robust tool that is fairly easy to use
What do you like best about the product?
There is a lot of flexibility in the form design and function. The repeatable form section in particular works quite well, and makes team sign ups about as easy as possible.
What do you dislike about the product?
The payment processor options with Form Assembly integrations are a little limited. For instance, we were using Stripe until we found out that they don't have an ACH integration for FormAssembly only a credit card integration. Now we use iATS but that presents other challenges. It would be nice if FormAssembly worked with these companies to create more integration options.
What problems is the product solving and how is that benefiting you?
The biggest problem we've solved is the registration and RSVP forms for our non-profit's learning community events, and we've been able to automatically capture these RSVPs in Salesforce via FormAssembly.
Recommendations to others considering the product:
Have a very clear use case and plan that you want FormAssembly to solve and make sure it can accomplish that in a demo.
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