FormAssembly is an enterprise data collection and automation platform designed to enable organizations to capture clean, compliant data from the start. With the latest edition of the platform, FormAssembly Atlas, and its built-in AI assistant, Fai, forms and workflows build themselves, connect to Salesforce and other systems in just a few clicks, and ensure every record is structured, secure, and ready for automation or AI. In short, FormAssembly is designed to…
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GetFeedback
Score 6.9 out of 10
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GetFeedback from Momentive is a customer feedback solution designed to be easy-to-use, and measure the voice of the customer so companies can take action and provide an exceptional experience.
The big differentiator for me with FormAssembly has always been the Salesforce integration. I have yet to find an alternative form builder that makes building integrations with Salesforce any easier than FormAssembly. I like the look and feel of Typeform forms better than …
We've actually selected both. FormAssembly gives us much more flexibility from a Salesforce integration perspective...but we like the look and feel of GetFeedback better so we tend to use that when the integration isn't as important.
FormAssembly is awesome for certain situations. Website integration is particularly smooth, and integrations with platforms like FormAssembly are widely available. For us, this makes FormAssembly a vital tool for high-volume training with participants under high-workload conditions, because it reduces friction for participants as they complete the forms while saving time for our staff who handle data entry. Conversely, the process of setting up forms and their integrations feels heavy-handed for some of our smaller events with fewer participants.
The Salesforce integration is fantastic. I have seen it evolve over the years and it is clear there is some considered investment going on here. In its first guise, the integration was fine at pushing survey response data to objects of your choosing. More recently, the integration has introduced a managed package, which has brought a really flexible object structure to what GetFeedback, by SurveyMonkey writes to. In a nutshell, you get a Survey -> Response -> Answer three tiered structure, meaning that you don't have to configure every time you mix up your survey design to b more complex. Finally, the forthcoming managed package is now being updated to bring a nice home page with it, with some nice top down analytics. This is great stuff and brings a lot of hope for the future of the platform. That Salesforce use it as their preferred surveying platform over their own on platform one is telling.
Embed survey responses into an email to allow for easier data capture from customers.
Automatically creates GetFeedback records in SFDC, which allows for greater visibility and better integration of reporting. This also drives a number of calls to action with internal teams via SFDC workflows and Gainsight.
Very customizable look and feel of the survey to stay on corporate brand.
we could always use more styling options when it comes to the form builder
in our past use of the form builder when adding attachments to a form, there was an upload limit of 35MB. It would be great if this limit was increased.
The only real challenge I've encountered is that they don't have a simple way to use a defined drop-down list that is in our CRM.
I wish I could get a custom icon for ratings vs. just stars, hearts, circles or numbers. That was not a deal breaker, but it would be kind of cool to have.
The process of creating a URL (distributing a Salesforce Aware Survey) to embed in an email template is a little complicated and takes some practice, especially for a novice admin that, at the time, didn't have much experience in adding modifiers and merge fields.
FormAssembly continues to meet our needs, and the product functionality continues to grow, providing us with new opportunities to utilize the software. We've built many forms and associated processes on FormAssembly. It would require a large effort to migrate to another platform. We have invested a lot of time in learning FormAssembly.
I've already explained in detail why this rating is so high. It's very user-friendly; a green Salesforce admin can get set up and start using it right away. And if they need support, the support page provides documentation and screenshots to describe any questions they may have. They like it a lot!
It is incredibly straightforward to use. Setup time is hours to days. When it is up and running, you can forget it exists. The Lightning Platform integration then starts to provide many options around creative use of the tools. It becomes more about where you can extend to your hearts content. Lightning App developers will have a great time here.
While it's not a true development package and misses some features like ingestion of external data for lists, etc... the product is fast, stable, easy to use, and will suit the needs of anyone needing online form functionality with SalesForce and other connectors available for your marketing needs.
The few times, and I mean few, I have had to reach out to the support staff they were very helpful. I was also lucky enough to meet the developer at a users' conference. His willingness to hear what I had to say was impressive. After understanding his background coming from the CRM world I knew that he knew what we as users needed in the way of integration.
Form Assembly allows for advanced data mapping, pre-filling forms with Salesforce data, and working with custom objects. FormAssembly excels in Salesforce Integration, as it is highly specialized and deeply integrated. Often considered the industry leader for Salesforce forms, Formstack has strong integration, but may not offer the same level of granular control as FormAssembly.
GetFeedback has a professional appearance and dynamic content UI that is more trustworthy than other solutions. Additionally, the transitions and branding of GetFeedback are user-friendly on any device making survey response easy to manage. Finally, Salesforce integration is made not only easy but encouraged with a comprehensive ability to customize survey content.
Our response rate for our lead qualifying survey has been hovering around 55%. That doesn't mean that they complete the entire thing, but at least we are getting some answers back. It also allows us to weed out any leads that are outside of our scope of work. The survey when answered in its entirety gets a lead 13 steps down our customer journey map.
The automation of sending out the recruiting survey has allowed our recruiting manager to focus on qualified applicants and has completely eliminated the duplicate data entry of key information that the hiring managers required for determining if a candidate should be scheduled for a phone interview. Over the past year of using this survey we received 145 survey back. That is 145 manual emails that no longer had to be sent out by staff. You do the math on that time savings.
The new hire training feedback has allowed internal trainers to understand how to better tailor each session to on-board future employees in a more effective manner. With over 33 different training modules you can imagine how intensive our on-boarding process can be and if we can understand what works and what doesn't this only adds to the effectiveness of each trainer.
