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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Sogolytics
Score 9.0 out of 10
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Sogolytics (formerly SoGoSurvey) is an online survey software solution that helps users create surveys quickly. The free package includes basic features for building surveys and the paid package includes advanced features.
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.
One of the most significant benefits of using Sogolytics is its robust reporting capabilities. The platform allows us to generate comprehensive reports with clear visualizations, making communicating our results to funders easy. This has greatly enhanced our transparency and accountability, demonstrating the effectiveness and impact of our programs.As a nonprofit organization, we are incredibly grateful for Sogolytics' support to organizations like ours. The platform's accessibility and user-friendly interface have made it an indispensable tool in our efforts to provide quality programs to schools and students in need.
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.
Providing users the ability to follow along a specific question example (eg. placeholder text in questions that users can see what the answer might look like)
Better media management and implementation (eg. placing images/videos/gifs/etc. as standalone assets in the survey)
Making the images added into a survey responsive to the screen they are being viewed on (eg. any images added to a survey do not adjust to the size of the screen, consequently showing up very small on mobile/tablet view)
Exporting the survey to Word looks horrible - we'd love if the survey could be exported the way it looks when live into a similar-looking Word document or template
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.
Everything on the platform is laid out logically and in a manner that even our less technical administrators can go onto the system and create/manage any surveys or feedback questionnaires. The options for distribution of these surveys are also simple and straight forward with all available choices showing. Our users don't need to know the ins and outs of the system to be able to use it.
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 had an issue whereby I used a free trial that ended, locking me out of my account. I contacted their customer service to help with this issue, which they resolved in under half an hour. I was extremely impressed with their speed and quality of service, which led me to filling out this review!
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.
I evaluated several different products, including SurveyMonkey. SoGoSurvey appeared to have the most features at the best value. Unfortunately, the "free" service didn't satisfy our needs and we had to upgrade during the first survey. I found SurveyMonkey and SoGoSurvey to be very comparable.
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.
Cost. The software is very reasonably priced when judged against its functionality. The cost and risk of deploying paper surveys, coupled with the additional time it would take to input the data before analysis, means we have a lot less to worry about, have saved time and money.
Data and reputation. Security of data is important to us. Using this software has enhanced our credibility with clients. We're serious about data security and this software shows that we are.
Ethics and reputation. We are also serious about achieving the highest ethical standards in research, and nothing in this software impedes our ability to meet these standards.
Speed. The online training, all of which has been 1-2-1, helped me get to grips with the software and deploy it quickly. The quality of training is very high indeed.
