FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Digital web forms - Powerful Salesforce integration with workflows, Pre-fills & Payment Connector
What do you like best about the product?
How easy it is to create a form and map it to a salesforce data set. The Salesforce integration is my favorite part, it was very easy to set up. (I'm biased, I'm a Salesforce pro) But the customizations you can make on the form, and then how you can have those form entries trigger other salesforce automation was a game changer for our customer intake process. We also have web forms and a payment form where you can receive online payments with a web form! The customer support was always responsive and super helpful when exploring potential use cases. We use the form daily, and hope to increase the overall use.
What do you dislike about the product?
I can't think of any. I'm not sure if there would be any limitations on the UI or if you wanted to customize anything, but I don't have complaints.
What problems is the product solving and how is that benefiting you?
Capturing all customers who come into our three different locations. We were not doing this before, and now everyone is automatically entered as a new contact into Salesforce (if they're not already in). Formassembly can know if a contact is already in Salesforce, so it won't create duplicates if you set up the form and map it to salesforce correctly. We also easily setup a web payment form to collect online credit card payments, which is helping out back end team.
Revolutionize and Automate Mundane Tasks Using FormAssembly!
What do you like best about the product?
Revolutionize and Automate Mundane Tasks Using FormAssembly!
FormAssembly makes it easy to accomplish these goals. From a stellar interface to amazing customer support and everything in between. It was incredibly easy to implement into our workflow and brought us tremendous value in how we use it.
FormAssembly is used daily and many times per day utilizing patient facing questionnaires, evaluation of services, etc. In the future we plan to use it for patient scheduling. It was incredibly ease to integrate with our system.
FormAssembly makes it easy to accomplish these goals. From a stellar interface to amazing customer support and everything in between. It was incredibly easy to implement into our workflow and brought us tremendous value in how we use it.
FormAssembly is used daily and many times per day utilizing patient facing questionnaires, evaluation of services, etc. In the future we plan to use it for patient scheduling. It was incredibly ease to integrate with our system.
What do you dislike about the product?
I haven't encountered any downsides yet.
What problems is the product solving and how is that benefiting you?
FormAssembly saves my staff from having to call patients on the phone, collect information, then spend time putting that data into our system. FormAssembly takes the data from the patient and brings it directly into our system providing invaluable time savings and value.
User friendly platform
What do you like best about the product?
I use FormAssembly in my job on a daily basis.
Salesforce integration is straight forward and easy to use. If there are errors, it is clear to see where the integration failure was for an easy fix.
The AI generated feature is easy when creating choices.
Easy to navigate the different fields when building out forms.
The ability to clone forms without losing their formatting is a huge plus (other platforms tend to lose some of the formatting or change the fields)
Customer support is great and they get back to you in a timely manner
Salesforce integration is straight forward and easy to use. If there are errors, it is clear to see where the integration failure was for an easy fix.
The AI generated feature is easy when creating choices.
Easy to navigate the different fields when building out forms.
The ability to clone forms without losing their formatting is a huge plus (other platforms tend to lose some of the formatting or change the fields)
Customer support is great and they get back to you in a timely manner
What do you dislike about the product?
More opportunity for custom CSS (for example, changing the font of a form without compromising the layout of it)
I hope that FormAssembly will update their notification emails to respondents to allow a PDF attachment, rather than just the text in an email confirmation. That is the only downside of FormAssembly that other platforms have (e.g. Formstack).
I hope that FormAssembly will update their notification emails to respondents to allow a PDF attachment, rather than just the text in an email confirmation. That is the only downside of FormAssembly that other platforms have (e.g. Formstack).
What problems is the product solving and how is that benefiting you?
Salesforce integration - the responses submitted are efficiently being put into Salesforce for ease of reading the applications and connecting them to the appropriate accounts.
Very excited for things to come.
What do you like best about the product?
I have always appreciated the support team at FormAssembly. Beth, our account rep, is great to work with. The Dev team is always improving their product with new and improved features. I am very excited about what is coming. When I was assigned to learn this application, I found it easy to learn and use.
What do you dislike about the product?
Being on the legacy platform, the visible working space was hard to work with. But now after the revamp, the working area is looking great.
What problems is the product solving and how is that benefiting you?
FormAssembly is helping us with Speed To Lead. Being integrated with Salesforce, we can acquire all the relevant data and start campaigns immediately.
FormAssembly Review
What do you like best about the product?
What I like most about FormAssembly is it's customization aspects and how it is able to integrate seamlessly with other systems.
What do you dislike about the product?
The only thing I could complain about this system is when human error comes into play and I can't build out a validation rule.
What problems is the product solving and how is that benefiting you?
FormAssembly is providing us with a way to administer forms while also collecting the information the forms provide and automatically transferring it to our CRM platform.
The most powerful tool that I use day to day in Salesforce
What do you like best about the product?
Clear documentation, fast and friendly chat support, easy implementation and well documented updates. Regular additional training and update information available through the company. Does some real magic that we love to utilize the system for.
What do you dislike about the product?
Email support is difficult, especially compared to chat support (which is phenomenal). The tool is incredibly powerful, so it feels complicated at times. I feel at times that I want to carve out a day to work in FormAssembly, but my schedule doesn't allow the big blocks of time that are required for bigger efforts. It is hard to take a big effort in FA and carve it up into tiny pieces.
What problems is the product solving and how is that benefiting you?
Reduces the need for my employees to do data entry and gives them the power to do the auditing side of data entry.
FormAssembly helps to feed people in Eastern Massachusetts
What do you like best about the product?
Almost unlimited flexibilty to meet needs of data collection.
Submitting data to objects Saleforce is super easy and flexible when using formulas.
Ability to 'brand' the web forms to match our corporate brand at www.gbfb.org.
Support is great as are the on-line help documents.
Submitting data to objects Saleforce is super easy and flexible when using formulas.
Ability to 'brand' the web forms to match our corporate brand at www.gbfb.org.
Support is great as are the on-line help documents.
What do you dislike about the product?
At this time we have not found any showstoppers with any of our form designs.
Missing a Connector to NetSuite
Missing a Connector to NetSuite
What problems is the product solving and how is that benefiting you?
As a food bank we interact daily with the 500+ food pantries to collect data from them that allows us to better serve them.
Reliable and would recommend
What do you like best about the product?
Reliability and connects well with our CRM and website-building tool.
What do you dislike about the product?
It is pricy, but after seeing how reliable, the price is right.
What problems is the product solving and how is that benefiting you?
we were previously using WP forms which did not connect to our Salesforce wich cause loss of revenue and time
Form Assembly makes gathering information a breeze
What do you like best about the product?
I like that we can make each form unique and customizable to our events. We can change background images, colors, just about anything we want with a few simple clicks.
What do you dislike about the product?
I wish some of the connection pieces between the form and our CRM would save across forms. Something along the lines of a basic connection setup and then have the option to tweek it as needed would be wonderful!
What problems is the product solving and how is that benefiting you?
FormAssembly gives us a hands-free approach to collecting lead and prospect information, as well as gather what is needed for event registrations. The fact that the data drops right into our CRM is priceless!
Great flexibility and excellent customer service
What do you like best about the product?
It's a really flexible tool - the added complexity means an exponential set of options, in comparison with more intuitive programs. The help documents are incredibly helpful and include screenshots and gifs, and there are sample codes for common scenarios, etc. Where the help documents don't meet my needs, I've found the customer service team to be really responsive and helpful and have sent screenshots and recordings, as well as refer me through to other colleagues for more help. If you give them permission, they will go into your account and clone the form with issues, so that they test where it's going wrong. You can't overestimate the added value of having this level of support available.
What do you dislike about the product?
It took a little while to learn. We have used Smart Survey in the past, which is more drag and drop and intuitive for most people. It also requires basic coding if you want to put responses from different fields into the same Salesforce field, for example. Or if you want to create any conditional rules. So it isn't easy to pick up for your average office worker. Sometimes, when sending info through to Salesforce, error messages are shown to the end user, which isn't ideal, so be careful how you set up connectors.
What problems is the product solving and how is that benefiting you?
We wanted a flexible tool to build online forms for gathering data and sending it to Salesforce - lead generation, newsletter sign-ups, application forms, forms for other types of info, donation forms connected to Stripe. Form Assembly does all these things with built-in connectors to both Salesforce and Stripe (amongst others which we haven't really used). It has allowed us to make sure that all the metadata we wanted was fed into the CRM-system, for example, instead of having a Mailchimp newsletter sign-up form, we have a Mailchimp integration and we can ensure that we record how, when, where and the wording of the contact consent directly into Salesforce, which then triggers Mailchimp subscribe actions. Likewise, with donations, we now have a seamless integration with Stripe and Salesforce allowing us to send through metadata based on responses, which has reduced the manual import/export of lots of information. Our application forms used to be Microsoft Word documents which people emailed to us and were manually entered on Salesforce. This is now an automatic process saving countless hours of processing time.
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