FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Easy from start to finshe
What do you like best about the product?
I really enjoy how easy it is to use FormAssembly. From the creation of a form, to navigating the "Help" section, to the webinars, and then to the collection and presentation of the results.
What do you dislike about the product?
I wish with the predefined questions set, there was more description between each type.
What problems is the product solving and how is that benefiting you?
No asking questions to my clients about data I already have able to bring into the form via the Salesforce connector. The benefits is that its quick and easy for the users and also clean data for me. A win win solution in my eyes!
Simple to Use, Lots of Possibilities
What do you like best about the product?
It's an easy-to-use system with a user friendly interface. However, unlike most simple systems there are many ways to leverage FormAssembly.
We use FormAssembly to track events, memberships, and surveys with Salesforce. We've been able to use custom logic so that certain options only appear to certain levels of donors, sponsors, and members. As a small nonprofit, this customization in this pricing tier has allowed us to develop a solution we didn't think possible.
Additionally, any time we have had an issue, their support has been quick to reply and help.
I wouldn't recommend this tool to somebody without Salesforce, but if you're looking for a native Salesforce app, you can't do any better in my opinion.
We use FormAssembly to track events, memberships, and surveys with Salesforce. We've been able to use custom logic so that certain options only appear to certain levels of donors, sponsors, and members. As a small nonprofit, this customization in this pricing tier has allowed us to develop a solution we didn't think possible.
Additionally, any time we have had an issue, their support has been quick to reply and help.
I wouldn't recommend this tool to somebody without Salesforce, but if you're looking for a native Salesforce app, you can't do any better in my opinion.
What do you dislike about the product?
While most of it is simple to use, there are some areas that require more complex technical knowledge. You can easily skirt around this as we have, but if you're an API knowledgable person, you'll have an even easier time leveraging the full power of the tool.
What problems is the product solving and how is that benefiting you?
We use FormAssembly for surveys, memberships, sponsorships, and event attendance. Now, all of our events and attendance information is fed into Salesforce rather than an external system. We had used Eventbrite previously, but the link to Salesforce was clunky. Outside of a Salesforce connector, we've also connected PayPal. This allows for donors to pay for membership, sponsorships, or tickets directly through the FormAssembly form they're filling out. And, by using the pre-fill and conditional logic features, we're then able to tailor the form they see based on information entered into the "look-up" form.
Formassembly is fantastic
What do you like best about the product?
Formassembly has a powerful integration with Salesforce that allows for the automation of complex processes.
What do you dislike about the product?
The form builder itself is a bit buggy and I sometimes have to refresh the page or delete and recreate field to get it to work.
What problems is the product solving and how is that benefiting you?
We have been able to cut down on data entry and migration using Formassembly to free up our staff to use their time more valuably.
Recommendations to others considering the product:
It can take some time to become familiar with the Salesforce connector, but once understood there’s really no limit to what you can create/automate.
Great system to collect information
What do you like best about the product?
The feature that has been the most helpful for our organization is the Salesforce and Stripe connectors. This saves us a lot of time syncing data.
What do you dislike about the product?
Nothing immediately comes to mind for dislikes. We have had some issues with various errors, but their support is always really helpful in fixing them.
What problems is the product solving and how is that benefiting you?
One of our main uses is for our membership payments. By using FormAssembly we are able to take payments and add users to Salesforce all in one step.
Recommendations to others considering the product:
If you need a system to collect info and share it with other services, FormAssembly is a great choice.
Pretty Great Service!
What do you like best about the product?
I like how well Salesforce and Stripe and FormAssembly work together. This makes things in my org so much easier than if they were less connected.
What do you dislike about the product?
I don't love that FormAssembly is so minimally able to be customized for style. My users' biggest complaint is that they don't want to look at the forms -- we all know they work, but it would be amazing if we could have more (easy) customization options.
What problems is the product solving and how is that benefiting you?
We are allowing all of our event registration and data collection to happen through FormAssembly. This saves a huge amount of time in uploading and cleaning data. This has decreased the number of duplicate contacts we end up with -- which was previously a HUGE issue. In addition to this, FA is being integrated on our website, so it makes things so easy for our participants.
Recommendations to others considering the product:
If you're looking for a way to gather information from folks and store it within a CRM that FA works with, FA is an amazing choice!
Able to do everything I need and some things I didn't know I needed!
What do you like best about the product?
I appreciate how easy it is to connect Form Assembly to our instance of Salesforce.
What do you dislike about the product?
I wish that Form Assembly had more robust reporting features rather than just downloading the data to analyze in an external system.
What problems is the product solving and how is that benefiting you?
Our survey platform integration was very expensive, but we have been able to replicate many of the survey collection questions in Form Assembly, allowing us to cut down on those extra expenses.
Helps meet our org's needs but technical experience required
What do you like best about the product?
Ability to link to our Salesforce database and send out (and track) individualized surveys that are linked to existing data
What do you dislike about the product?
The interface is not super user-friendly; Need a high level of technical expertise to successfully create forms and link them with Salesforce without the help of external sources.
What problems is the product solving and how is that benefiting you?
We really appreciate the benefit of having form responses easily linked to existing participant data.
Recommendations to others considering the product:
I recommend having someone in house with technical expertise.
Amazing tool for rapid, professional iteration of web based forms. A must in 21st century.
What do you like best about the product?
Formassembly combines the utilities of ease of use alongside sophisticated technological capabilities. You can basically create and craft any web form, with complex, conditional logic and formulaic calculation in a secure environment and tie back to mission critical systems. It allows any person, regardless of skill or background, to create stunning and meaningful experiences for the end user.
What do you dislike about the product?
There are no downsides to this software. Rare to say in technology, but I have yet to see a limitation on what it enables you to do.
What problems is the product solving and how is that benefiting you?
Complex conditional logic along with multipage screen forms. Also the ability to have repeatable sections that can properly populate data model into systems like salesforce declaratively. This can't be done easily in salesforce's native flow tool.
Recommendations to others considering the product:
Don't think about this one. It's a must have tool in your CRM implementation toolbelt.
FormAssembly is a timesaver!
What do you like best about the product?
Ease of use, complex features built in with simple drag and drop activities. Connectors are very easy to configure
What do you dislike about the product?
very few areas like lack of outof box support around handling salesforce error messages
What problems is the product solving and how is that benefiting you?
Web to case, Web o Lead
Excellent tool that we can't function without
What do you like best about the product?
We can use Form Assembly as the ONE tool for everything- registration, surveys, payment, connection with our CRM. Their customer service is fantastic. The tool is easy to use and solves so many pain points for us.
What do you dislike about the product?
There are no downsides. It's seriously worth every penny! I can't say enough about how amazing Form Assembly is.
What problems is the product solving and how is that benefiting you?
Because Form Assembly handles payments, keeps information classifieds, and charges a flat monthly rate, we use Form Assembly for all of our needs. We use Form Assembly to build our registration stores, handle our donation and membership, receive RFPs, send out evaluations, collect and update profile data, and process sponsorships and their payments.
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