FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Very functional with Many Pluses
What do you like best about the product?
We switched to FormAssembly from Formsite because of its greater flexibility integrating with Salesforce. Overall, the switch has been easy (though a little time-intensive at first) but we believe it will save us time down the road.
What do you dislike about the product?
The site is not always as user-friendly as I would like it to be -- but there are tons of resources and service assistance.
What problems is the product solving and how is that benefiting you?
We use FormAssembly for our application processes -- the automation frees up time for review and other nonprofit admin tasks.
Great Salesforce Integration but connector and interface can be improved
What do you like best about the product?
Form Assembly integrates well with Salesforce.
What do you dislike about the product?
The inability to look up a related object or stylize forms for Facebook posts. Also, better Google Analytics support would be helpful
What problems is the product solving and how is that benefiting you?
Newsletter sign-up, job application intake, web petitions.
Experience using form assembly
What do you like best about the product?
Versatile and ability to integrate well into SalesForce to pull in data from forms.
What do you dislike about the product?
Having a harder than I'd like finding developers that have used it in the past and are experts at it.
What problems is the product solving and how is that benefiting you?
We used FA for TEDx organizers from around the world to apply and receive a TEDx license.
FormAssembly: Magic with a Submit Button
What do you like best about the product?
FormAssembly combines all of the usability of a drag-and-drop editor with the flexibility of custom development, to create forms that are tailored to your needs and incredibly powerful in their functionality. We use FormAssembly forms for just about everything, from our application process, to contact management, to post-event surveys. Because it allows you both to pull and push data to Salesforce seamlessly, it provides a quick tool for automating complex transactions with our Salesforce instance.
What do you dislike about the product?
There really isn't much to dislike about FormAssembly given the extensive set of features you included in even the most basic license plan. The only thing for prospective users to consider is that the learning curve might be a little steeper than less sophisticated technologies (i.e. Google Forms). Much of this steepness comes from the robustness of the platform, though, and FormAssembly's comprehensive documentation and their stellar support team help alleviate much of this challenge.
What problems is the product solving and how is that benefiting you?
As mentioned above we use FormAssembly for almost all of our business use cases, but the primary function it has been most helpful for is our application and review process. We have built our entire application process on FormAssembly forms, and this allows us to present the questions in one format on our application and store our applicant responses in a totally different format in Salesforce. Because FormAssembly also allows you to dynamically prefill forms with data from Salesforce, we've also been able to conduct our entire review process through FormAssembly as well, which has allowed us to invite community members without Salesforce licenses to participate in the process as well. This combination of features enables us to optimize both the usability of our forms and the efficiency of our data storage and analysis.
Recommendations to others considering the product:
While it takes some time to learn enough of the platform in order to take advantage of all of the features, it really is the most robust bespoke form solution out there. I also invite you to reimagine the "function" of a form builder. Because of all of its connectors and integrations, we've found that surveys are just the tip of the iceberg when it comes to FormAssembly use cases.
A game-changer in back office efficiency!
What do you like best about the product?
The connection to Salesforce is flawless and the form has continued to work over the last 2 years through updates to both systems, without issue. It provides a great initial impression to perspective clients that we are technologically savvy and serious about our onboarding process.
What do you dislike about the product?
At the time that I had signed up (early 2016?), they only offered live chat customer service, which took some getting used to. Especially since I was still learning the system, however everyone was so good, my concerns dissipated quickly over that and it worked out really well.
What problems is the product solving and how is that benefiting you?
Before FormAssembly, a prospective client would fill out our "Family Information" form via fillable PDF or printed copy and return it to our office. Then a member of our staff would have to take that information and manually enter it into Salesforce, which introduced human error because inevitably certain parameters would be incorrectly set or checkboxes missed - not to mention it's double entry, a huge waste of time. With FormAssembly, the client enters their own information from any device and then get immediately added to Salesforce with all the correct formatting. This has been huge for efficiency at our small firm!!
WISH
What do you like best about the product?
Ability to create unique forms. For example when we receive donations or payment for music class we can automatically send a receipt with applicable balance.
What do you dislike about the product?
Nothing at this time. We have just begun to explore all that form assembly can do got us.
What problems is the product solving and how is that benefiting you?
Adding sales force to workn in tandem with forms to interact with families who want to attend Chicago West Community Music School
Recommendations to others considering the product:
Take the time to explore the sofeware
Form Assembly is great and easy for users!
What do you like best about the product?
Form Assembly is intuitive. You don't need lots of training to start building your own forms and using them!
What do you dislike about the product?
Sometimes the data that you get from form assembly is lacking. For example, if I change the answers to a question in one of my forms, the historical data from the previous answers disappears.
What problems is the product solving and how is that benefiting you?
We use form assembly forms through TargetX (a Salesforce platform). It's great for our students who are registering for events or our counselors who input student information using a form.
Great platform with a lot of capability
What do you like best about the product?
I love that we can use FormAssembly for a variety of projects. It is a solution for surveys, membership tracking, and so much more.
What do you dislike about the product?
Because the platform is so customizable, it makes it fairly complicated to learn. I also wish we could organize the forms into folders.
What problems is the product solving and how is that benefiting you?
We needed a system to track our membership that would talk with Salesforce and grow with us, and this solved that issue. With our custom forms, we are able to onboard new members, have parents sign it using the esignature feature, and track what our members were doing once they were in our facility.
Powerful software that connects with Salesforce but needs some visual improvements
What do you like best about the product?
Integration with salesforce is very powerful and allows you to automate a lot of things. However there's quite a steep learning curve when you are new to both platforms.
What do you dislike about the product?
The formula editor is very buggy and there's no way to preview and test forms with any live data. Also, the responsiveness of the forms needs some work, there should be a better way to integrate the forms into your website without writing a ton of custom css to override the default FormAssembly styles. The support documentation could also be more in-depth.
What problems is the product solving and how is that benefiting you?
No longer having to submit donations manually through a batch has been extremely helpful. We've automated a lot of process with our database now.
Recommendations to others considering the product:
Make sure you have staff capable of using enterprise software, it's not the easiest thing to use especially if you want to do more complex integrations.
Deploy FormAssembly for easy Salesforce integration
What do you like best about the product?
FormAssembly is directly integrated with Salesforce both ways : lead capture forms drop into Salesforce, custom landing pages or contact preference forms are pre-filled with Salesforce contact data, and it also works well on mobile !
What do you dislike about the product?
FormAssembly is very rich : don't run in to create a one-shot form; take time to learn by re-using templates or forms from one project with another.
What problems is the product solving and how is that benefiting you?
One place for forms and landing pages, without fiddling with your own custom CSS and all that stuff
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