Lightning Tools Lightning Forms vs. Survicate

Overall, there are many use cases for which Lightning Forms provides a slick, easy to develop and extremely useful solution. Request forms that need to be actioned and inspection forms are the scenarios that we have used them for so far, which have seen a lot of success. We have decided that other scenarios that are perhaps more sensitive, for instance forms that may contain special category data relating to our customers, are less appropriate given the permissions/licensing constraints of both SharePoint and Lightning Forms.

Survicate is well suited for very basic intercept polls and is less suited for more complex surveying tasks (e.g., anything more than basic skip-logic or surveying niche cohorts) and longitudinal surveying (e.g., comparing responses from the same or similar cohorts year over year).

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• Simple user interface - users of the forms intuitively aware of how/where to input information. This is in part due to being able to show or hide different questions or areas of the form, and making them required or not, based on previous answers.
• Low/simple code - building complex forms with automation and multiple dependencies or lookups is relatively easy once you get started. You have the power of JavaScript to use and do some quite clever things if you can get to grips with it - a lot of solutions are only a Google away.
• As it is based on SharePoint, it integrates perfectly with the rest of the M365 suite. Things like PowerAutomate enhance its functionality even further.

• IMO, the strengths of feedback lite is what it is called for - 'lite"... it is basic, simple, and easy to set up and use.
• Especially should be mention that it is easy to set up, and you can have it working in less than a few hours.
• Reliable - I don't remember even one "problem" or an issue we experienced with it.

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• The styling of the form can sometimes be slightly awkward to use depending on what you're looking to do. For instance, if I was looking to highlight fields that users have missed (left empty), I would need to set up a validation for that question and then set a style for that particular field for when it is invalid. When you have a large and complex form with lots of dependencies, this is awkward.
• Support for complex and niche issues is slightly lacking in my experience. I submitted a helpdesk ticket for help with a strange issue I couldn't figure out, which took several weeks to get a response to. Because it is niche, it's more difficult to find an answer by searching the internet. Luckily, knowing there is likely to always be a fix if you find the right place/use the right formula, I manage to resolve the issue with some trial and error.
• It is disappointing that Lightning Forms does not integrate with the MS Lists app. Having the ability to access the form through the list app would add in a lot of useful functionality, including a better experience for users when taking photos to add as attachments.

• In my opinion, inconsistent and visually unappealing survey visuals (e.g., NPS and cSAT questions look completely different from each other, creating a disjointed visual experience)
• Poor customer service (in my experience, issue resolution can take weeks)
• Lack of clarity around API & other technical capabilities requiring engineering assistance
• Very limited maximum response limit per month

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We use Survicate for now, over 7 years, and the tool is being constantly improved. New features and products has been introduced over the years. The team listens to our feedback we sometimes share, and improve the product based on that. We really appreciate being supported by the Customer Success, all the insights and help we got from them. And even though they introduced many new features over the years, the tool still remained super easy to use, even from new employees that join our team

It is very user friendly both to me who is building the content (with little background knowledge of coding etc., other than what I have picked up from using products like PowerAutomate, PowerBI, a bit of html etc.) and to end users of varying levels of IT proficiency. This has been extremely important as we have used the forms to make relatively large process changes, and need to have our users on board and seeing that it is actually easier than it was before.

It's rare to use products that offer wide range of features, and yet are really ease to use. Over the years, the product has changed a lot, they introduced numerous new features, but the product remained really simple to use. We know it, because new employees who join our team, have no problem in starting to use Survicate on their own, without and dedicated training. The UI is really clear.

Some support has been okay, but in one instance of a fairly complex problem, the support team were not able to provide me with a fix within a few weeks, before I was able to find a workaround myself.

We had a lot of issues during implementation that required help from Survicate's engineers. In my experience, it took us over 4 weeks to be fully up and running due to lag times in communication.

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Setup was simple. One-time installation for our website and inside the product. We used Google Tag Manager to implement Survicate. So within 2 hours, we were able to run surveys, and also all attributes and events were passed to Survicate, so that we were able to use them to trigger surveys

We were using Microsoft Forms, SharePoint Lists and PowerAutomate to attempt to do much of what we are currently doing. Functionality is very limited in comparison. The ability to make questions required based on previous answers was a massive improvement from normal SharePoint List forms and has greatly improved the quality of data. Also just the very visual display and customisation is much better.

Considering the simplicity of the need, and the cost of such solution (~600$/yr), I don't think there was very deep research for any alternatives. The main alternative was embedding a feedback tool "organically" into our site, that option was taken off the table, for strategic considerations.

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• We changed the process by which site colleagues report repairs on behalf of customers. Instead of emailing them into a shared inbox, they now report them using a lightning form. We have seen a great improvement in the time taken for our team to log the repair issue from the time is arrives with them.
• We anticipate that streamlining our void property reletting process by using a SharePoint kanban board view with lightning forms (providing a single platform for all things void) will reduce avoidable days vacant and therefore reduce our void loss.

• We had a business need - to collect feedback on our support knowledge base content. Feedback Lite fulfills this need, with simple, easy to use, solution.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info