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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SurveyMonkey Apply
Score 6.6 out of 10
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SurveyMonkey Apply (formerly FluidReview) is designed to track grant and scholarship applications and emphasizes the organization of applications and tools to support their careful review, as well as a customizable workflow to ease the work of applicants, and a customizable dashboard to provide total visibility and sense of control for administrators.
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.
If you are looking for a software that let's you create online forms seamlessly and also minimizes your company's work flow then this is the correct way to go. It has allowed us to get accurate response and also has helped us save enough time compared to when we're still using other softwares.
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.
SurveyMonkey Apply has the best customer service I've ever experienced in a company. They are easily accessible, super helpful and friendly, and they will work until they are able to find a solution.
The platform for building an application on SurveyMonkey Apply is simple for the user. It's set up with such a clean format that is appealing to the eye and incredibly user-friendly.
The application system also has a lot of flexibility, making it easy to customize your applications as needed.
An average administration may not have the technical capabilities to adapt and shape it for themselves. While SurveyMonkey Apply has an option for tech support for a price, it is not something always easy for the admin.
There is no way to cross reference users by Social Security Number or other identifier. In other words, a single applicant with multiple email addresses could potentially apply and receive benefits as the users are tied to email address not email address and SSN.
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.
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.
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.
We think that Submittable is the top platform available and will continue to use it for our clients. The start-to-finish platform makes our workflow smarter and more efficient, leading to better decisions and bigger impact. We are always looking for new programs and when we landed on Submittable, we were sold.
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.
