FormAssembly Essentials
FormAssemblyReviews from AWS customer
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FormAssembly makes it easy!
What do you like best about the product?
FA makes building forms easy and quick. It also allows users to build forms in the format of the anticipated medium - computer, tablet, mobile.
What do you dislike about the product?
The connectors, while OK, could be more user-friendly as it is when building the questions on a form.
What problems is the product solving and how is that benefiting you?
Event registration, query forms, applications. All are connected to other systems.
Form Assembly Use
What do you like best about the product?
I really like the WSIWYG aspect and the conditional fields
What do you dislike about the product?
I dislike it when Form Assembly is unavailable.
What problems is the product solving and how is that benefiting you?
We are using it to process requests from students. They really appreciate the intelligent forms.
Excellent for Salesforce customers
What do you like best about the product?
Powerful two-way Salesforce integration and love the ability to include custom CSS and/or Javascript at the form level (vs it being global and affecting all forms).
What do you dislike about the product?
I would like to see better ability to prepopulate fields using a prefill connector (such as Salesforce).
What problems is the product solving and how is that benefiting you?
It has allowed us to capture leads and the ability to prefill forms with lead information from Salesforce help eliminate duplicate lead submissions for people looking to provide up-to-date information.
A great form tool built on the Salesforce platform
What do you like best about the product?
Great conditional logic in the integration - you can do so much matching with existing or new records!
What do you dislike about the product?
Don't have a ton of experience yet with styling the forms, but the user interface is a bit wonky.
What problems is the product solving and how is that benefiting you?
Volunteer applications, membership, surveys
Recommendations to others considering the product:
Be prepared with how you will integrate with Salesforce in advance.
FormAssembly
What do you like best about the product?
It is so easy to design and deploy surveys!!!
What do you dislike about the product?
To be honest, we don't have any complaints.
What problems is the product solving and how is that benefiting you?
For Salesforce, we need a way to survey customers and easily bring that data back in our CRM. It is so easy to do this.
The Ideal Salesforce Integrated Web Form
What do you like best about the product?
Insert, Update, and conditional record manipulation in Salesforce based on the data provided. Formula functionality allows you to calculate values prior to insert.
What do you dislike about the product?
The Formula syntax took some getting used to.
What problems is the product solving and how is that benefiting you?
We had a process that would create or update anywhere from 1 to 5 contacts and parent accounts, a custom object, and relationships between the entities. In about 4 hours, we had an easy to complete a web form that provided an easy method to fill in all the required information.
Form Assembly - the cog in the connected web
What do you like best about the product?
I love all the API connections it has, and the ability to trigger data and external apps both on the front-end and back-end. Best integration with salesforce that I've seen.
What do you dislike about the product?
Not much, support it great. I wish the ability to make the forms prettier / better design was built out more.
What problems is the product solving and how is that benefiting you?
Online donation, workshop registration, surveys, website registration.
Recommendations to others considering the product:
Worth it.
Form Assembly Review
What do you like best about the product?
I like best the integration with Salesforce
What do you dislike about the product?
Salesforce integration requires advanced coding skills and expertise.
What problems is the product solving and how is that benefiting you?
Data fragmentation.
Data is more centralized in one system.
Data is more centralized in one system.
Recommendations to others considering the product:
Requires a dedicated staff member with the expertise to implement.
Great Product
What do you like best about the product?
Easy to use, excellent integration with Salesforce
What do you dislike about the product?
I have no complaints about FormAssembly though some nonprofits were unhappy with the price increase that happened in early 2017
What problems is the product solving and how is that benefiting you?
Clean integration with Salesforce
Only form tool we can find for getting info to Salesforce reliably
What do you like best about the product?
Super-customizable, documentation is getting better, support is friendly and responsive.
What do you dislike about the product?
Salesforce connections still require quite a bit of experience with both Salesforce and the FA connector language. Not for layperson use.
What problems is the product solving and how is that benefiting you?
Scholarship applications into Salesforce, event registration and surveys, contact and subscription forms into Salesforce Marketing Cloud. Saved tons of data entry time.
Recommendations to others considering the product:
Get a serious Salesforce expert to set up your first few connectors, they're easy to copy. Don't trust the autocomplete when matching dropdown form fields to Salesforce picklist options. Double check EVERYTHING.
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