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FormAssembly

FormAssembly

Overview

What is FormAssembly?

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…

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Recent Reviews

TrustRadius Insights

FormAssembly is a versatile form builder app that is highly regarded by users for its ability to solve various business needs. Sales teams …
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FormAssembly Enterprise Review

6 out of 10
August 28, 2014
Used primarily for our whole organization, FormAssembly provides the ability to take form data and pull it into Salesforce.com CRM. It has …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 16 features
  • Custom logo/branding (10)
    10.0
    100%
  • Multiple question types (10)
    10.0
    100%
  • Response tracking (10)
    10.0
    100%
  • Changes to live survey (9)
    10.0
    100%

Reviewer Pros & Cons

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Pricing

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Basic

Contact Sales

Cloud

Enterprise

Contact sales

Cloud

Government

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Cloud

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.formassembly.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Features

Survey Format & Appearance

Features related to the type, look & feel of surveys.

9.4
Avg 7.8

Survey Content

Features related to the content (media, question types, answer types, etc) of surveys.

10
Avg 8.6

Survey Logic

Features related to survey flow, or the logic that directs survey question order.

10
Avg 8.3

Survey Reporting & Analytics

Features related to reporting & analytics for survey results.

9.5
Avg 8.2

Survey Administration & Security

Features related to administration & security for survey tools and data.

9
Avg 8.4

Survey Distribution

Features related to the distribution of surveys.

7.9
Avg 8.1
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Product Details

What is FormAssembly?

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, combined with inbuilt security features, help organizations protect sensitive data and support regulatory compliance.


KEY FEATURES

  • Drag-and-drop, customizable form builder
  • Salesforce integration allows users to create, update, or lookup any standard or custom Salesforce objects, and prefill forms
  • Integration with more than 30 other solutions
  • Advanced security features available, including HIPAA, PCI DSS Level 1 Certification, encryption at rest, and others
  • FormAssembly Workflow helps customers eliminate inefficient data collection with a visual, no-code workflow builder. Users can map the flow of data to carry out complex processes.

FormAssembly Features

Survey Format & Appearance Features

  • Supported: Online surveys
  • Supported: Survey templates
  • Supported: Survey library
  • Supported: Themes
  • Supported: Custom logo/branding
  • Supported: Single page survey
  • Supported: Progression bar
  • Supported: Responsive design

Survey Content Features

  • Supported: Multimedia content
  • Supported: Drag-and-drop editor
  • Supported: Changes to live survey
  • Supported: Question bank
  • Supported: Question design help
  • Supported: Multiple question types
  • Supported: Matrix questions
  • Supported: Translation/multi-lingual

Survey Logic Features

  • Supported: Survey logic flexibility
  • Supported: Response requirement/validation
  • Supported: Skip logic
  • Supported: Conditional questions
  • Supported: Question branching
  • Supported: Piping logic

Survey Reporting & Analytics Features

  • Supported: Response tracking
  • Supported: Data export
  • Supported: Real-time results
  • Supported: Standard reports
  • Supported: Custom reports
  • Supported: Visualizations

Survey Integrations Features

  • Supported: CRM Integration
  • Supported: E-commerce integration

Survey Automation Features

  • Supported: Notifications and alerts
  • Supported: Follow-up emails

Survey Distribution Features

  • Supported: Email distribution
  • Supported: Cross-channel distribution
  • Supported: Custom survey URLs
  • Supported: Embeddable surveys
  • Supported: 360 Degree feedback
  • Supported: Anonymous responses
  • Supported: Unlimited questions per survey
  • Supported: Unlimited responses per survey
  • Supported: Respondent restrictions

Survey Administration & Security Features

  • Supported: Multiple users
  • Supported: Access controls
  • Supported: Compliance

FormAssembly Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

FormAssembly Video

Simple online form builder.

FormAssembly Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Security

FormAssembly Downloadables

Frequently Asked Questions

Formstack Forms, Jotform, and Titan Forms are common alternatives for FormAssembly.

Reviewers rate Custom logo/branding and Changes to live survey and Question design help highest, with a score of 10.

The most common users of FormAssembly are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(41)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

FormAssembly is a versatile form builder app that is highly regarded by users for its ability to solve various business needs. Sales teams rely on FormAssembly to capture preliminary leads and detailed customer data, streamlining their sales process. The software's flexibility and ease of implementation make it an essential tool for businesses, allowing for quick updates to existing client records as well as the creation of ongoing surveys and questionnaires.

One of the standout features of FormAssembly is its seamless integration with Salesforce. Users have praised the integration for its conditional sending of values and effective mapping, which greatly enhances their sales efforts. It has become the go-to solution for all forms that feed into Salesforce, ensuring accurate capture of client information with fewer clicks. Furthermore, Information Systems teams find that FormAssembly enables them to rapidly deploy forms for data capture needs, providing a nimble solution for data management across multiple organizations.

FormAssembly is not limited to sales purposes alone. It is widely used across organizations for surveying, web-to-lead processes, and registration processes. The software's advanced functionality, such as repeating rows, conditional values, and calculations, allows users to create complex forms and applications without extensive coding knowledge. For instance, payment forms can be easily built using Authorize.net connectors, making online donation platforms possible.

Additionally, FormAssembly finds application in sectors such as education and marketing. Educational institutions use it to collect information from student beneficiaries and manage online donation platforms effectively. Within Salesforce, FormAssembly is integrated into applications like TargetX, facilitating event creation and bridging data gaps.

Overall, FormAssembly provides a powerful solution for capturing data accurately and efficiently. Its integration with Salesforce and user-friendly interface make it a valuable asset in various use cases across industries.

SalesForce integration: Many users have praised the SalesForce integration, with some stating that it is robust and versatile. Users appreciate the ability to map specific fields with form values and utilize detailed formulas. The option to bypass assignment rules on a per-form basis and create customized logic for various actions such as creating cases or leads has also been highly valued by reviewers.

Simplicity of form creation process: Reviewers frequently mention the simplicity and intuitiveness of the form creation process. Over the years, the platform has improved its drag and drop interface, making it quick and easy to edit forms. The ability to assign values to fields simplifies conditional form building, which has been well received by users. Overall, reviewers find the form builder to be very well done and easy to use.

Customization options for viewing responses: Many users appreciate the customization options available for viewing responses. They highlight that it is possible to choose which columns show up in the response window, making it easy to find records at a glance. Additionally, they like the option to quickly download all responses to Excel for efficient management and organization of form data.

Theme Builder Lacking: Some users have found the Theme builder to be lacking and not as smooth as the rest of the form builder, impacting their ability to create visually appealing forms. They have expressed a desire for a more intuitive and user-friendly interface for theme customization.

Limited Customization of Save/Resume Functionality: Users have mentioned limitations in customization options for the Save/Resume functionality, which may restrict their ability to tailor it to their specific needs. They would like more flexibility in customizing the save and resume features to align with their organization's branding and requirements.

Difficulties with Form Styling: Users have expressed that form styling needs improvement in order to make forms look slicker and more modern. They suggest that enhancing the customization options for form styling would allow them to create visually attractive forms that match their brand identity.

Based on user reviews, the common recommendations for using FormAssembly are as follows:

  1. Conduct due diligence and map out all business use cases and workflow processes before using FormAssembly.
  2. Consider the enterprise option and join the VIP program for larger companies with multiple teams.
  3. Utilize the trial version of FormAssembly and use the tool directly through their site instead of within Salesforce.
  4. Use FormAssembly for collecting information from customers and integrating it into a website.
  5. For more complex applications, creative solutioning may be required.
  6. Explore the customization and code features of FormAssembly for advanced functionality.
  7. Get a detailed overview of FormAssembly's functionality and manage content effectively.
  8. Start with a free trial of FormAssembly and reach out to support for assistance.
  9. Consider FormAssembly for integrating Salesforce with a forms system and customizing data exchange.
  10. Choose the right pricing tier for individual needs and have a robust IT department for training.
  11. Utilize FormAssembly for its robust form-building capabilities and integration with different software.
  12. Centralize form creation for consistency and correct data writes.
  13. Learn CSS and connectors for better-looking forms in FormAssembly.
  14. Save work often and take time to fully understand the possibilities of FormAssembly.
  15. Use FormAssembly for integrating Salesforce and designing easy-to-use forms.
  16. Utilize the helpful documentation and sign up for a trial of FormAssembly.
  17. Have an administrator who has adequate time to learn and utilize FormAssembly to its fullest extent.
  18. Understand how Salesforce objects are related for customized workflows.

Overall, users find FormAssembly valuable in a wide range of use cases, consider it cost-effective, recommend it for integrating with Salesforce, and suggest exploring customization options to maximize its functionality.

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