FormAssembly

FormAssembly for Training Applications and Grantmaking

Kommentare: Overall, FA is a highly functional and customizable tool to use in conjunction with Salesforce NPSP. There is a steep learning curve to be able to use all the functionality, but FA has good training and documentation, as well as customer service who help out when we hit a wall. We couldn't do what we do without it.

Vorteile:

The functionality: FA allows us to prefill the forms with relevant user data, customize forms so we get exactly the information we need, transfer the data captured to Salesforce, review and score applicants within the form and then transfer scoring data to a Salesforce dashboard for selection process.

Nachteile:

It is incredibly frustrating that FA hasn't implemented an auto-save feature for form users! Although we do instruct users to use the Save and Resume feature, we still have issues due to international internet instability and people losing data.

FormAssembly Review

Kommentare: We use FormAssembly to do everything, from event registration to large-scale annual surveys.

Vorteile:

FormAssembly has a pretty easy to use integration with Salesforce that has made our lives easier when it comes to reducing time on data entry. There are also many features in fairly low priced tiers in FormAssembly, which makes scaling survey operations without spending a lot of money easy.

Nachteile:

Not all of the text fields are change-able, so sometimes getting the form to look exactly like you want takes time and/or is not possible (e.g., changing the font in question subtext)

Survey tool with Logic!

Vorteile:

I love the Form logic options that this tool offers. You can easily have it skip questions and whole sections based on the answers the respondent gives.

Nachteile:

The UI isn't very wow inspiring like other Form tools that I have used. It is very functional though.

Great survey tool!

Kommentare: FormAssembly is a great tool to use to design, build, and send surveys to customers. It is able to connect with CRM software to be sent automatically as well, and the responses are automatically recorded in the CRM. FormAssembly also has reporting capabilities, which make it useful to see metrics on each question/response, response rate, etc.

Vorteile:

I like Form Assembly's user interface - it is very easy to design a survey and connect with Salesforce (speaking from a back-end point of view). There are many types of question formats to choose from (picklist, multi-select checkbox, open-ended) and validation rules that you can implement to make sure the end-user is filling in the information correctly.

Nachteile:

After setting up the connection with Salesforce, it was a bit difficult for my client to go in and edit form fields as necessary - they ended up breaking some things. The complexity could be toned down and made more everyday-user friendly.

Wish I had found this sooner!

Vorteile:

The form builder is very user friendly, especially compared to past systems I have used.

Nachteile:

Some functions aren't particularly intuitive.

Simple form publisher gives non marketing/web design staff the ability to create and publish forms

Kommentare: Easy to use and set up. Was up and running within hours. Seamless integration into the CRM saved time and resources on data entry.

Vorteile:

Easy to use with a drag and drop interface. Easily connects to our CRM (Salesforce) to create new records instantly. Branching logic allows you to build a single form for multiple audiences. Hidden fields allow for tracking and segmentation in the CRM. Ability to collect payment, save forms and return to them and many more. Customer service is responsive via email and even social media. User community is willing to share best practices, ideas, and help problem solve.

Nachteile:

Would like to see more reporting ability directly out of Form Assembly. Within a form where the field is a date field, I would like the ability to restrict users from selecting certain dates (like weekends for appointments, etc).

Best form tool for using with Salesforce

Kommentare: FormAssembly is my go-to tool when I need to create a form that can push data into Salesforce. It offers great flexibility as to how the data gets pushed into salesforce and also allows you to pull data from Salesforce to have it populate the form as someone is filling it out.

Vorteile:

Easy to Setup and use Great and responsive support Flexible integration options with Salesforce Ability to prefill forms with data before form loads Good documentation Many options for publishing forms

Nachteile:

Error messages don't provide enough information at times to figure out what is wrong

Very poor customer service and rather expensive

Kommentare: Great integration with salesforce, verry poor support, somewhat limited as soon as you are trying to connect to platforms that are not supported out of the box and some of the platform supported have limited support

Vorteile:

Does what it says on the tin. supercharged form builder that simplify integrations with a lot of tools.

Nachteile:

Support is non-existant. An account manager follows you until you sign up, but past that point, you are on your own. If you have an issue with billing, you are on your own. The support redirects you to a different department with a dedicated email address and you can send as many emails as you want, you won't receive a response. Escalating does not help; you will not receive a response either. On top of that, the product is rather pricey. the market is full of similar tools and it seems that it is mostly popular amongst Salesforce users who are used to paying a premium for everything. That would be fine if the support was reflecting that...

Versatile form builder but has a learning curve

Vorteile:

There's a lot to learn with FormAssembly. It's a lot of poking around, self-teaching and trial and error. That said, I use FormAssembly's customer support quite a bit and am pleased to say that they are phenomenal to work with. They're always willing to walk you through troubleshooting or point you to a resource that can assist.

Nachteile:

FormAssembly isn't the most intuitive. It takes a while to learn the tool and menu bars. Though the functionality is high, I feel the forms we build always look a bit plain and amateur. They offer templates, but I feel designers that know CCS could take this software to the next level. Lastly, a tiny quirk: If you highlight all of the text in a text box and you hit delete, sometimes it backs you out of the form and doesn't save your progress. It's minor but frustrating.

Gathering important information made easy

Kommentare: Organized data input from external sources.

Vorteile:

I love that I can create surveys on Form Assembly that make it very easy for the people completing the surveys to fill out. I get all of the information that I need in a clean and organized way!

Nachteile:

If you make a question that is multiple choice, "radio buttons," and want to have multiple questions with the same answer options, it is possible. However, if you later want to go back and edit the questions present, or add one, the answers get completely screwed up. Unless you delete and re-enter the questions and answer choices, the formatting will be completely off.

Formassembly feedback from a super user

Kommentare: Our main issue was connectivity with our Salesforce CRM and Formassembly managed to assist us in data capture and streaming line processes.

Vorteile:

The integration with Salesforce since this is the most important feature for us.

Nachteile:

It would be great to have a draft mode for when you are changing forms that are in production, allowing a user to validate the changes before deploying it. Currently we clone the form, make the changes, validate it and then return to the form to apply the changes

Easy to use and quick to set up

Kommentare: Great for spinning up quick surveys, sign-ups and evaluation forms

Vorteile:

Forms are super easy to set up. You can put one together in less than an hour, even with no experience. It also has handy built in plug-ins for secure authentication and payment methods

Nachteile:

Form Assembly doesn't do complex forms or work flows well

Robust and flexible form designer

Kommentare: As a nonprofit we rely extensively on volunteers for several dozen initiatives throughout the year. Previous to FormAssembly we would use paper-based or email-based registrations which then had to be manually transcribed into our CRM system. This was a terrible waste of time for users tasked with this. FormAssembly enabled us to convert all of those forms and processes to the web and the form data is stored in our CRM directly, thus enabling users to focus on higher level tasks.

Vorteile:

Ease of building forms either as stand-alone solutions or integrated via Connectors to Salesforce.com Very responsive and knowledgeable customer service.

Nachteile:

Depending on use case, Connectors can be quite complicated and not easy for a novice to figure out even by reviewing existing forms.

Easy to Use Custom Form Builder

Kommentare: A powerful tool to have in your belt. My team and I use this tool for both internal and external facing forms. The easy to use form creation interface makes creating forms relatively easy and straight forward.

Vorteile:

I have used this software to create custom forms for use with Salesforce. It allows users to create custom forms that plug directly into Salesforce with relative ease. The drag and drop interface allows users with little coding experience the ability create rich and connected forms. Forms function very reliably and integrate well into Salesforce. Record creation on post-form submission in Salesforce is one of my favorite features.

Nachteile:

Visually, the forms can leave something to be desired without extra customization. Documentation can be lacking in certain areas.

Great for custom forms

Vorteile:

Getting feedback from our customers on various items

Nachteile:

I have not found anything I particularly dislike about FormAssembly

Better since the recent update

Vorteile:

The look and feel of forms has dramatically improved since the latest builder update. Overall, forms are easy to build and customize for different user journeys.

Nachteile:

Even though the forms look better, there still isn't a lot of room for creative customization. Sometimes getting the flow correct can be difficult for more complex journeys, but once it's complete you don't really have to worry about it.

Assess your needs first

Kommentare: The employees I've interacted with have all been delightful and friendly. The software is largely reliable. I only urge a potential customer to beware if their use case is non-typical.

Vorteile:

The connection to Salesforce is seamless. We had no trouble at all with importing data from the submissions or with pulling data from Salesforce into our forms with their "pre-connector."

Nachteile:

I would not recommend this if you plan to embed the forms into a Drupal 8 site using the FormAssembly module. FA did not author and does not offer support for the Drupal module. FA also does not provide support for custom javascript, which is unfortunate if you want to do anything more complex than simple form logic.

Great tool

Kommentare: So far, it works great.

Vorteile:

This is great tool, especially when you don't know coding and you need to build a form and integrate with salesforce. We have built many forms so far and it works wonderful.

Nachteile:

There may be some more feature. To be specific, there should be a way to customize the error message when the form is filled incorrectly by the user. Right now, the error message the form generates is not user friendly.

Great simple forms!

Vorteile:

Form Assembly is great for building basic forms that integrate seamlessly into Salesforce and are able to take payment.

Nachteile:

We had some issues with forms not accepting payment and were not notified right away, which was missed money!

Perfect for Events

Vorteile:

When capturing basic information it is very easy to work with. There are many different options available when creating fields.

Nachteile:

When it comes to conditional features it can be a bit tricky to navigate. One small error can cause the whole form to break.

The best form solution with great Salesforce integration

Kommentare: If you want a form solution, you have to go with Form Assembly. The Salesforce integration is powerful and it can be used for so many things.

Vorteile:

Great features, dependable, powerful, easy to use.

Nachteile:

They just raised their prices

Endless possibilities

Vorteile:

So easy to customize and make into a variety of use cases. Love that it integrates directly with Salesforce, giving us the capability we could not do out of the box with Salesforce.

Nachteile:

A bit overwhelming at first to learn the terms and how to integrate, but support was there to assist.

Wonderful software that allows you to create forms for quickfire campaigns.

Vorteile:

I like that this product easily integrates with our accounting program. Also, it allows various campaigns and appeals to be created to maximize fundraising responses.

Nachteile:

Attaching metadata can be a bit difficult, it would be helpful if there were more information on tagging metadata in the knowledge-base.

Easy to setup and automate form workflow on landing pages

Kommentare: The overall experience has been positive and their cs team is quick to resolve queries. Would recommend form assembly

Vorteile:

Very easy and simple to use. Quick form creation. Using it on our LPs and the form are doing well. Connecting with Salesforce is a big plus.

Nachteile:

Multiple users can use same account, it shouldn't be major problem. Apart from this i haven't found any major drawbacks. It's very useful tool

LOVE FORMASSEMBLY

Kommentare: I have had only wonderful experiences with Form Assembly. Great GREAT Customer service. They work with non profits which is a super plus!

Vorteile:

Great Customer service, great intregration with salesforce, reasonable fee

Nachteile:

didnt find it sooner