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.
- 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.
If we could select 0/10 we would... We would not recommend anyone using this product as it excludes a very important user group, disabled users. If you use this product you will be failing ADA and WCAG 2.1 (EU Directive for public sector websites and mobile apps). In my opinion, you will be vulnerable to lawsuits.
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
Styling and positioning of the 'Feedback' button could be improved with more options provided. Right now it seems very basic.
Triggered surveys and popups would also benefit for more styling and control over how the survey is presented to users. Sometimes it can be hard to match your brand to the out-of-box options available. I've seen more flexible versions of this in other providers.
Notifications of negative feedback (delivered via email) could be improved. We like to try and take immediate action and the notifications haven't always made this possible. I'd also like to see more notification options added to triggered campaigns and surveys.
The interface to configure the questionary is quite easy to use. It helps to give autonomy to marketing teams. Once the initial setup is made (integrating a basic javascript code on your website), you can easily deploy any questionary on any page of your website. Usabilla is a very flexible tool overall.
If we could select 0/10 we would... If Usabilla were to fix their accessibility issues we would consider keeping our subscription to them, but as it stands this does not seem possible as Usabilla does not seem interested in making the platform accessible.
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
I have Hotjar, Sprig, and Usabilla in my workplace. Usabilla unfortunately has the most limited feature set of the 3 options. The difficulty of administering a Usabilla survey on mobile is a big blocker for my projects. Sprig and Hotjar both allow mobile and allow video recordings (either of a user's screen or a user's webcam for impromptu interviews).
