The FormAssembly Data Collection Platform transforms the way organizations collect, connect, and protect data. It features a no-code form builder that simplifies the process of collecting data in the most complex environments. Multi-stage workflows automate manual processes and business-critical integrations – including Salesforce, Google, and Microsoft – provide a connected data ecosystem that ensures data is where it’s needed, when it’s needed. Its operational standards,…
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Qualaroo
Score 6.2 out of 10
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Qualaroo Insights allows you to survey or nudge site visitors at various stages of their visit, to gather insights and generate sales leads.
FormAssembly is an excellent tool for creating personalized web forms that integrate with Salesforce. It is a very powerful tool and although it is user-friendly, there is a learning curve. It would be less suited for very simple forms that do not integrate with other systems, as there are probably simpler tools available for that purpose.
It makes it easy to move from design to development. We collect highly targeted feedback without organizing a meeting to discuss every iteration, saving time and effort. The comments are open-ended and unorganized. But with survey Nudges, we can ask additional questions about design UI/UX.
SalesForce integration is really nice. You can map to specific fields with form values, or you can use detailed formulas. You can also choose to bypass assignment rules on a per-form basis, and create customized logic for when cases are created, when leads are created/merged, etc. It's very robust.
Form creation in general is very simple. They've gotten good over the years of creating an intuitive, drag and drop interface that's quick to edit. I like that you can also assign values to fields so conditional form building gets easy.
I like that you can customize how responses are viewed in the response window. Choose what columns show up so you can find records with ease, and with just one glance. OR you can download everything to excel in a snap too.
Qualaroo’s question engine connects fragmented data points spread across all the customer feedback gathered from varied sources.
Qualaroo allows us to connect with our customers’ questions directly so that we can focus on the most important ones on priority.
The insights we get from Qualaroo surveys help us prioritize which hypotheses to formally run as an experiment first, and which to implement straight away.
I wish the dashboard was a little more interactive so that you can do some deeper analysis - things like filtering out people who answered a certain way
I wish the building of the survey "nudge" was easier and more visual - it's a bit clunky and hard to reorder questions.
I wish there was a way to add more logic into questions, as you have to duplicate questions to get around this which can make the building process difficult
One major point for us is our migration to a completely Microsoft infrastructure. IN addition to that, the afore mentioned need to ingest external data resources means that we do have our eyes open toward the landscape so that we can fill these needs. This in no way indicates a move away from FormAssembly: their support is first rate, and so far the product has always stood up to the tests we've put it through.
The micro-survey landscape is evolving very quickly and it seems like there is a new entrant almost every month. I'm generally happy with Qualaroo (we got what we expected) and I like the folks on the Qualaroo team (support is fast and friendly and rarely needed), but there haven't been real improvements to the platform in the last eight months. We will be re-assessing Qualaroo's features and price versus other competitors when our current contract is up.
We know the value of consumer feedback and believe that users actually want to be a part of the process. With Qualaroo, we have learnt that people like answering certain types of questions, especially if you ask them something about themselves — like what they want most and their motivations behind purchases — they can’t resist typing a response.
I've never experienced an outage where Qualaroo was unavailable. I don't think I've even gotten notices for scheduled down/maintenance time. The platform is always available.
Our developers complain that Qualaroo is just one of several similar site add-ons that slow down our site performance. I'm skeptical that Qualaroo has any measurable impact on our page load times, but don't have any hard evidence either way. The Qualaroo admin interface and reporting mechanisms are all quick and reliable.
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.
I have only contacted customer support twice, and they have managed to solve my problem every time. There is a slight waiting time between the query and resolution, but other than that I don’t need to contact them time and again to understand things since their help section is sufficient most of the time.
Qualaroo doesn't offer full-blown online training, at least not that I've used or needed. The online help documentation is adequate and Qualaroo-sponsored webinars are informative.
Have your technical team set up the "Identify" feature right out of the gate - this is a "fire and forget" feature. Once it's set up, your data is much more valuable. Also, if there are very specific kinds of page targeting you might imagine doing, have a technical person set up and test at least 2-3 examples of using Qualaroo's regular expression features to achieve this targeting. With a couple good examples in place to work from, it becomes much easier to create your own regular expressions for custom targeting.
When we were researching options 2 years ago, FormAssembly beat other form tools hands down based on Salesforce integration features. The ability to declaratively set up prefill and post-submission data connectors supporting complex hierarchical data relationships was huge there. We also valued the ability to authenticate Salesforce users on the form. This allowed us to ensure that only authorized individuals could make updates to their records (and not other people's records) via the form. Since we embed it so heavily into Salesforce, we often compare FormAssembly to Salesforce's native Visualforce and Lightning Component frameworks when deciding how to fulfill a data capture requirement. Unless something very custom is called for, we very often choose FormAssembly first for the flexibility it gives us to build and iterate in the early phases of a new program.
Qualaroo makes it very easy to launch a quick survey based on templates or custom questions with an intuitive user interface. It is also very flexible and can be easily integrated with AB testing thanks to the advanced options. Reports are getting better but analytics wise it's still not up to the refinement level of SurveyMonkey but it does beat the latter in terms of UI experience. When compared to SurveyGizmo, the flexibility on surveys is what stands out and how easy it is to create different survey flows.
Qualaroo's simplicity has its down sides when it comes to scaling. Managing multiple nudges across multiple domains, at least in the Pro edition, is challenging. The active nudges all appear as a single list on the admin home page, automatically grouped by domains. Archived nudges are on a separate tab. It would be helpful to have a folder system to organize nudges. Also, once you have multiple active nudges that are targeted to different sections of your site using regular expressions, it's difficult to keep track of what is appearing where. It's also difficult, if not impossible, to figure out where you may have competing nudges. And there's no ability to assign reporting or configuration access to other members of your team. The Pro edition has a single login, which must be shared if you have multiple staff who want to use Qualaroo.
FormAssembly allows staff to gather better data and not have to do so much manual entry. This allows staff to focus their energies on other mission critical items.
FormAssembly helps to improve data quality by reducing duplicates and enforcing data quality.
Qualaroo has proven to be extremely useful when it comes to improving conversions.
We deployed Qualaroo on our website to survey visitors and uncover their pain points about our landing page.
Using the feedback, we made several critical changes to our page, including the visibility of the CTA button, information on the page, and the quality of pictures. Since the implementation, there has been a significant increase in conversions, and our visitors have been getting a lot more value from the landing page.
