FormAssembly Essentials
FormAssemblyReviews from AWS customer
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Membership & Engagement Coordinator
What do you like best about the product?
I like the easy-to-use interface and the completely customizable FormAssembly-Saleforce connection.
What do you dislike about the product?
FormAssembly asks me each time if I'd like to use the new interface... yes!
What problems is the product solving and how is that benefiting you?
Getting information reliably into Salesforce!
Fantastic Salesforce Integration!
What do you like best about the product?
The salesforce integration has been vital. Also the interface for form creation is a breeze to use. The setup of salesforce connectors is very intuitive.
What do you dislike about the product?
The templates and themes are not as attractive or easy to use as I would like. It should be easier to integrate company headers or logos to a form.
What problems is the product solving and how is that benefiting you?
Data collection and retention. Easier and more effective research survey execution
Great customer service and product!!!
What do you like best about the product?
The ability to create a form so easily, and have it integrated with Salesforce for prefill and data collection is excellent!
What do you dislike about the product?
Some formulas and ways to use complex fields can be easier to be found within the knowledge base.
What problems is the product solving and how is that benefiting you?
This provides a simplified way for our customers to submit letters of intend before actually having to place a large product order.
Recommendations to others considering the product:
Give it a try, you won't be disappointed!
A great form product for donation and inquiry forms
What do you like best about the product?
Our organization leverages forms mainly for our donation form and client intake processes. With FormAssembly the ability to customize the look and feel of the forms are important, but also the integration to Salesforce its the primarily reason why we selected FormAssembly to other competitors.
What do you dislike about the product?
The theming for complex forms requires some one on staff with specific skills sets which our office does not possess. Therefore for complex form design we have to leverage outside consultants to assist in design which can be costly.
What problems is the product solving and how is that benefiting you?
The main business problems FormAssembly is solving is connecting our constituents (clients, volunteers, and donors) with our organization and with the Salesforce integration it allows us to automatically push those form results to the appropriate individuals to take action.
FormAssembly uses with Salesforce
What do you like best about the product?
The best way for us to capture customized data based on user input and import that into Salesforce. We use it for order forms, feedback, quote requests, contact info updates and more.
What do you dislike about the product?
The "WYSIWYG" interface for those that don't know HTML can be a little limiting or cumbersome to use for design purposes.
What problems is the product solving and how is that benefiting you?
Low-cost and customizable collection of data from end users, imported directly into our Salesforce org. No need for API development.
I've had a good experience with FormAssembly
What do you like best about the product?
The user interface for adding and moving questions
What do you dislike about the product?
Sometimes the Salesforce connection can be confusing and dependent too much on formulas.
What problems is the product solving and how is that benefiting you?
Instead of asking for information in an email and having to compile myself, we use a form in FormAssembly and can wait to collect all info then manipulate in the way we'd like.
Designing Online Forms Can't Get Much Easier.
What do you like best about the product?
FormAssembly provides our agency with a flexible and easy tool to quickly roll out responsive forms. The intuitive design makes adding questions and enhancing the form with logic a quick task. For forms that fit into a longer process the ability to link FormAssembly to Salesforce through Connectors is a huge productivity enhancement by allowing users to skip Excel altogether.
What do you dislike about the product?
Managing form themes could be more intuitive. Our users complain that it is difficult to quickly create new forms that look modern or match existing branding. Background images can be difficult to use without some experience with html or css.
What problems is the product solving and how is that benefiting you?
FormAssembly has become a secure way to collect data from customers in our grant and incentive programs. It allows for our data to be moved into Salesforce and create contact, account, and application records that were entered by hand in days past. Our years of experience with FormAssembly allows us to use the platform in a variety of use cases with very few technical problems.
FormAssembly Assessment to Date
What do you like best about the product?
I like that it is user friendly from the point of designing the form and the creating the connectors with Salesforce. I also like that you can send forms back to users to edit or complete if they have forgotten their passwords.
What do you dislike about the product?
I do not like the responses view page because it makes it difficult to find older responses. I wish you could customize more of the emailed templates as well. Like the email verification reminder email template.
What problems is the product solving and how is that benefiting you?
We have implemented an online financing application using FormAssembly. Theis new form has allowed us to increase the number of submittals we are processing each month.
Excellent Form Tool w/ Salesforce Connectivity
What do you like best about the product?
The ease of building forms. The learning curve is not very steep and complex forms with multiple conditional rules don't become disorganized in the builder.
What do you dislike about the product?
Only negative would be that client-facing forms can have a basic look to them. The themes help, but it's difficult to build something "on brand".
What problems is the product solving and how is that benefiting you?
Internal organization has improved dramatically and documentation has less errors.
Recommendations to others considering the product:
They are investing in their support and documentation as well as the product.
Great Product
What do you like best about the product?
The Salesforce integration is excellent.
What do you dislike about the product?
The form-builder interface could be more user-friendly, and can slow down on complex forms.
What problems is the product solving and how is that benefiting you?
We've been able to automate a ton, by sending form data directly into Salesforce. Our event registrations zap cleanly to Salesforce, allowing us to report from there. Rules and repeating fields/sections let us build very complex forms that provide a great user experience.
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