TrustRadius
FormAssemblyFormAssembly Review!2018-12-20T16:18:31.948ZFormAssembly is currently being used by our entire organization. It is an excellent tool that captures just about everything we need it to. More specifically, our application process, post-event surveys, registrations, and billing. The process is so seamless and the interface is extremely user-friendly. We’re using this to simplify data entry among our entire organization. One reason that we wanted this is that the interface is very mobile friendly and so any employee or customer can view this on a mobile device on the go.,Cost is a big strength as there is no cap on responses or surveys amounts.
Templates are easy if you are a beginner but also customizable if you are more advanced which provides great flexibility to our team.
Mobile friendly!,Analytic reporting could be improved. For example, when having surveys sent out and completed, we are unable to filter or analyze the data further and we usually export to excel to do this.
Backing up forms! We have learned to back up all forms for this software goes through glitches where you will lose all your data completely.
The learning curve will be steeper than with other similar products such as Google forms. Because of this, it is often Hard to train new employees on.,8,Excellent integration with Salesforce which most of our clients already use as well as our teams.
Custom reporting needs to be improved. This would help growing organizations with diverse client bases.
Storing all data In one place has proved valuable to our teams!,Google Forms,Axtria SalesIQ, 123FormBuilder (formerly 123ContactForm), Acquia Platform,Customer SurveysVerified UserRobust Form builder2018-11-06T20:28:30.136ZWe have created almost 30 FormAssembly forms since we subscribed to the app. It is the best form builder app we have used. Many, but not all, of our forms, are integrated to Salesforce.com as well. The API connector to Salesforce is robust and can connect to most objects and fields. My department creates for all departments. In general, FormAssembly addresses the ability to gather information from volunteers that sign up for our many annual volunteer events.,Salesforce.com API integration
Intuitive form builder interface
Mobile phone, tablet and desktop browser rendering tools,It may not be Salesforce Lightning Experience compatible - at least for us - in terms of linking to Lightning Experience Notes
Saving a form edit can be confusing depending on where in the form the edit is made
It would be nice to add a background image so that the desktop browser doesn't have so much white-space around the form.,10,The biggest positive impact is that it replaced a labor-intensive effort by end-users that had track individual email responses to gather the same information that the form gathers for us now.
It has streamlined end-user tasks freeing them up to focus on other higher-level tasks.
Depending upon the specific form requirements, it is user-friendly for those filling out the form.,,Andar/360, Salesforce.com, Salesforce Marketing Cloud Email Studio,Customer SurveysWilliam ReeseThe Best Form Solution for Salesforce2018-06-20T17:51:34.702ZWe use FormAssembly for all our forms that feed into Salesforce. It does a great job of capturing client information and putting it where we want it in Salesforce. FA gives us a lot of flexibility and power to take complex forms and applications.,Integration with Salesforce
Dependencies and complex forms
Prefilling forms and displaying data.,The price is a bit higher than other options.,10,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.,Formstack and 123FormBuilder (formerly 123ContactForm),Employee Surveys
Customer Surveys
Research StudiesDale GishSalesforce integration heavyweight2017-12-05T22:45:52.030ZOur Information Systems team is using FormAssembly to quickly deploy forms for a multitude of data capture needs. We are using FormAssembly's enterprise solution and implementing Salesforce Authentication and Salesforce Connectors across multiple organizations we maintain internally. This allows us to embed FormAssembly forms in Salesforce Communities, to the point where FormAssembly forms have become the primary way users enter data in 2 of our Communities solutions.
On the flip side, forms can be rapidly built out for basic requirements where responses don't need authentication -- for instance, a recent request for an interest form was quickly fulfilled by a team member who had never used FormAssembly and didn't have any code experience. We have launched payment forms in a similar fashion using Authorize.net connectors.,Declarative connectors for Salesforce, payment processing, etc.
Form logic customization
Layout customization
CSS and Javascript embeddding,Customization of Save/Resume functionality
Populating radio/checkbox/drop-down fields based on a Salesforce record query
Change management tools (deploy changes from a test form to a production version),8,Big impact on time-to-value! Building a form in FormAssembly takes a fraction of the time it would take to write code.
Engaging for system admins -- FormAssembly puts a lot of power in their hands, and helps them feel productive.,Salesforce, Formstack, Skuid and SurveyMonkey,Salesforce Community Cloud, Trello, BalsamiqMatthew SoutherFormAssembly - king of SalesForce integrations!2017-12-05T16:11:13.710ZWe utilize FormAssembly for many different purposes, but the primary one is sales. Our forms are what our customers see first, and it's how we get both preliminary leads as well as detailed customer data. On the flip side, we utilize FormAssembly to update our existing client records and for ongoing surveys, questionnaires, etc. From a sales perspective it does an amazing job. It's very flexible, easy to implement/change, and is nimble. SalesForce integration is killer - tons of different ways to conditionally send values to SalesForce and the mapping feature works REALLY well. You can conditionally create cases, add attachments, trigger rules, etc - very nice. At this point I can't imagine running my business without FormAssembly, I recommend them regularly.,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.,I've always thought their Theme builder was a little bit lacking. It works, but it doesn't feel quite as smooth as the rest of the form builder.
I wish there were stronger in-form calculations, similar to something like calculoid.com.
Sometimes formatting feels wonky when you choose a form-level format, then update specific fields. I wish there was some sort of "outline" tool for formatting specifically, so you could easily see what formats were being applied to each field. Sometimes I spend way too much time on formatting.,10,We used to use Joomla built-in forms on our site... oh wow, what an upgrade. FormAssembly is miles ahead. We've saved so much time - we get better, cleaner responses and our users don't have to waste time.
Updating our existing client records using FormAssembly is a godsend. It's super easy to direct our clients to the proper places.
We get creative, sometimes. We've built in a feature for our Excel reports that automatically pushes a response through FormAssembly, into SalesForce - so that when salespeople complete an Excel report, then can quickly/easily update SalesForce without logging into anything. Thanks for the workaround, FormAssembly!,,RingCentral, FoxitPhantom PDF, MailChimp,Customer SurveysNick Bencivenga
Unspecified
FormAssembly
18 Ratings
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