FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Good Product
What do you like best about the product?
Form Assembly is easy to use and you can create many different types of forms.
What do you dislike about the product?
Connecting it to Salesforce can be a bit involved.
What problems is the product solving and how is that benefiting you?
Registration forms for our programs.
FormAssembly Integration with Salesforce
What do you like best about the product?
Ease of connecting forms in FormAssembly to Salesforce with the use of connectors
What do you dislike about the product?
None that I can really think of at the moment
What problems is the product solving and how is that benefiting you?
Program registration and payment processing
Recommendations to others considering the product:
If you are looking for an easy way to collect data such as program registration, surveys from a website directly into Salesforce you should consider forms assembly
Form Assembly Application with Salesforce
What do you like best about the product?
the integration with salesforce and the ease of the program. Forms are easy to create. Love that you can create from a Salesforce Object or from scratch. You can also have it prefill.
What do you dislike about the product?
The change is customer service - it was easier to chat live with someone now its hard to get via chat and always have to send email and wait and then the emails get lost and information gets lost in translation. Also the extra cost if you want to have upgraded support is not the greatest for non profits.
What problems is the product solving and how is that benefiting you?
People completing registrations and updating their information in Salesforce.
Recommendations to others considering the product:
More staff to chat live as it seems its very difficult to get someone.
Great Program for the Price
What do you like best about the product?
Salesforce integration is relatively easy and pretty extensive-- Our organization uses this feature a lot. We are also happy with the pricing, considering how many features the program has, and availability of a nonprofit discount.
What do you dislike about the product?
I wish they would beef up the analytics features-- Would love to see more detailed data analysis within each form. It would be helpful if the analytics could also be exported more easily.
What problems is the product solving and how is that benefiting you?
The automation with Salesforce, Google Drive, and PayPal has been incredibly valuable in saving time and ensuring accurate data entry into our systems. The forms are also very user-friendly and can be used for a lot of different purposes, from evaluations to program applications.
Recommendations to others considering the product:
help.formassembly.com is an incredibly helpful resource for those considering purchasing Form Assembly, as well as for those who are learning how to use it.
Form Assembly is Great!!!!
What do you like best about the product?
Easy to use, seamless integration, saves lots of developer work. Very little issues.
What do you dislike about the product?
Would be nice to be able to read information directly from SF for pick-list values and be able to write IF statements on text boxes.
What problems is the product solving and how is that benefiting you?
All of our students are required to accept an Offer of Admission. The integration w/ SF is seamless and all fields we need are automatically updated. Saves time of importing lists or manual data entry.
Good features but with some hidden that are not easy to realise or figure out.
What do you like best about the product?
The layout and the ability to layout as I would like.
What do you dislike about the product?
Not being able to make calculations e.g. in time.
What problems is the product solving and how is that benefiting you?
Information on members that helps us to keep in touch and keep track of important dates, that's why I need to be able to calculate times, like age.
Recommendations to others considering the product:
Really easy to use and manipulate especially when you get the hang of it. The sample templates are many and good and helps with learning.
Powerful tool!
What do you like best about the product?
Easy form builder; customizable formatting with CSS, easy repeatable sections. Offers multiple connectors to payment processors and CRM. The salesforce connector is one of the more powerful ones on the market-- can upsert any accessible object, offers formulas to manipulate data, and good logic. There are pre-fill connectors for some platforms and passing data into forms is relatively easy with URL encoding.
What do you dislike about the product?
Repeating sections on form builder need some beefing up. You should be able to set defaults, pass data from earlier in the form, etc. Being able to apply logic like conditional display of fields and defaults to more field data types would open up a world of possibilities a well.
Building more e-signature features would be great as well-- right now it's very basic and a bit clunky for the user.
Salesforce connectors:
The biggest is definitely that you can't access salesforce data via a lookup and then use it in your logic later in the connector, especially things like the Account ID on contact , formulas in field mapping & skip variables, etc. (You can do this with a 2-step higher priced prefill form, but that's not good UX or cost-effective for small orgs). Access to system fields like Created Date & Last Modified are vital in building logic on any integration.
I also want the ability to choose to overwrite data in field mapping on a field by field basis or based on logic like ISNEW. The convolutions to simply set a lead source only on new records is kind of crazy.
Building more e-signature features would be great as well-- right now it's very basic and a bit clunky for the user.
Salesforce connectors:
The biggest is definitely that you can't access salesforce data via a lookup and then use it in your logic later in the connector, especially things like the Account ID on contact , formulas in field mapping & skip variables, etc. (You can do this with a 2-step higher priced prefill form, but that's not good UX or cost-effective for small orgs). Access to system fields like Created Date & Last Modified are vital in building logic on any integration.
I also want the ability to choose to overwrite data in field mapping on a field by field basis or based on logic like ISNEW. The convolutions to simply set a lead source only on new records is kind of crazy.
What problems is the product solving and how is that benefiting you?
Almost all our clients use it for signup forms, surveys, etc. Most also go a step farther with donation forms, event registration. I've also built out a complicated student and parent application for after school programs, including e-signature.
Recommendations to others considering the product:
Use support! They are helpful and often have solutions you haven't thought of.
Overall Powerful Tool but needs to be udpated
What do you like best about the product?
Overall easy to learn and use. The connection to Salesforce is great!
What do you dislike about the product?
Adding questions to a form is easy but designing a form is difficult, SF connectors need improvement for ease of use.
What problems is the product solving and how is that benefiting you?
Collecting data, having people register for events, the Salesforce integration is very good.
Great form tool for Saleforce
What do you like best about the product?
We love working with Form Assembly for our form integration tool with Salesforce. We are a consulting shop (www.cloudnerd.com) and have implemented Form Assembly for over 30 Salesforce organization. Great tool and very solid integration with Salesforce, especially with business rules and logic (order records are created, linking records together, creating multiple related records, etc..).
The form creation interface is intuitive to use and easy to create to fomrs.
The form creation interface is intuitive to use and easy to create to fomrs.
What do you dislike about the product?
The options for custom designing form with your own CSS could be more robust. Also, if you are a power user of Form Assembly it would be nice to have a different tier of support to contact more quickly to resolve issues or answer technical questions.
What problems is the product solving and how is that benefiting you?
We create forms for lead gen, lending applications, financial wealth management client surveys, customer service and more. Very flexible for all of these solutions.
Recommendations to others considering the product:
Great product for creating and managing forms. Support will take some time but they have good documentation to help.
FormAssembly has good functionality and easy to use
What do you like best about the product?
I mainly use FormAssembly for people who are connecting it to Salesforce. It is easy to use and connect to Salesforce fields.
What do you dislike about the product?
There are some field types in Salesforce that are hard to map to and depending on how you want to structure your questions it can be easier with certain fields (like picklists and check boxes) that other more complex fields.
What problems is the product solving and how is that benefiting you?
Sign up forms for events, surveys and other forms needed for asking customers questions. It is easy to get information from customers into Salesforce for easy reporting and follow up.
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