Formstack for Salesforce helps users create dynamically prefilled forms, automating document generation and streamlining digital signature collection without leaving Salesforce. In this way, the solution helps companies ensure customers never fill the the same information twice, with no manual data entry and uploads required.
+ I strongly believe that this tool helps when a firm has good user count (depends on business model) as most of these tools are data friends. More data - more valuable insights+ Best fit if someone who is looking for deeper insights of individual page - Not suggested for very fewer visits of a website. Suggested toimprove better visit count
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- Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.
Provides heatmaps that shows you the elements on your site that are and aren't performing well.
Provides scrollmaps so you can see how far down a page users are scrolling and which content never gets seen.
Screenshots show you how your website looks across a variety of different devices.
Provides a type of clickmap called confetti that enables you visualise clicks by segments - device, new/returning visitors, campaigns and other metrics.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The largest thing we've struggled with is the Optimizely integration. I've contacted customer service a few times to get it properly setup. Customer Service is always friendly and helpful; they provide clear steps to get it setup. Unfortunately despite clear instructions, they are tedious, and if not completed in the correct order, the integration with Optimizely does not work. My success rate with the integration is less than 55%.
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mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging.
we need a broader range of pre-built templates within Formstack
Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack
It's a great tool considering how inexpensive it is. If used correctly and you have a plan for tracking your websites, this tool can make a world of a difference. If you are not going to sit down and take the time to make a plan for how to use this tool, I would say it is not worth your time. Yes, you can look at items on your website that need to be changed, but without a consistent plan, other important items that need changing can be lost in the mix. Make sure you have enough time and energy to invest in this and it will be well worth it
Crazy Egg is extremely easy to set up and use, and very well done from a user experience standpoint. It is really helpful that I can give stakeholders access to the interface and get them interacting with it with minimal training. The A/B testing is the easiest I have ever used, with minimal performance impact to the website.
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It's slow to post data, and slow to get a snapshot to finally be active (i.e. not pending). Not intolerable, but would be nice to see data within a couple hours. Often have to wait to the next day.
I think support is an area where Crazy Egg is lacking. I would love to have a quarterly check-in with a Crazy Egg rep to understand what kinds of changes have been made to the platform and what is on the horizon. I also think a quick consulting sessions with a rep could be extremely beneficial, as I'm sure there are ways to use the tool that we haven't even thought about yet that would be extremely insightful for our team.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I will say that I didn't evaluate or select Crazy Egg, it's been a legacy tool that has been at the company before me. Honestly, we're not even sure of all of the features/functionality that we can use. Me, as a UXR, I think there are some other tools that would help me more in gaining visibility into what our users are doing on our website. I've evaluated other tools that are more aligned with UXR. However, if we properly paired it with experimentation, this might be more of a valuable tool for us.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Formstack has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but Jotform is more elaborate
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Its reliability (not scaleability, as the question asks for, sorry) is pretty good but through our testing we know that some clicks do not get recorded. It doesn't bother us a lot because we look at the aggregate of thousands of visits, but we do know it misses things. As for scaleability, it's about right. You really don't want zillions of clicks per snapshot - the screen just turns to 100% dots and you lose the ability to differentiate different screen areas. We find that 25,000 clicks for a page gives us a really good view.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
