TrustRadius Insights for Formstack Forms are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Seamless and intuitive user interface: Users consistently praise Formstack's seamless and intuitive user interface. They find it provides a positive experience for end users, with the lack of coding knowledge required and minimal learning curve making form creation and management accessible to a wide range of users.
Easy-to-use form builder: Many users appreciate how easy it is to use Formstack's form builder. Even those without explicit training find the process fairly easy, thanks to features such as moving different parts of the form, changing question order, and managing options within forms, which add flexibility and customization options.
Integration capabilities with other platforms: Users highly value Formstack's integration capabilities. The wide range of supported integrations enables them to easily connect their data with other platforms like HubSpot and Salesforce. This seamless data transfer and workflow management are seen as strong advantages. Additionally, the integration with Google Docs simplifies collecting and managing form data, enhancing collaboration and data organization.
We use Formstack for various reasons. We've created a makeshift CRM that our sales team uses to log customer interactions, which is integrated with another data analytics software. Our Marketing team uses it to capture customer information. We also use it internally for surveys, sign-ups, and other similar things.
Pros
Easy to build.
Adaptable
Solid Base-Level Integrations.
Cons
Expanded integration.
Style options aren't the easiest to follow.
Need more advanced options to build forms that don't require coding.
Likelihood to Recommend
Formstack is great for those who want basic forms that can be built without much training/assistance.
VU
Verified User
Manager in Marketing (Wholesale company, 51-200 employees)
I use Formstack Forms currently for the agency's public survey. This is a requirement for our agency's accreditation. While Formstack accomplishes the goal of a survey it could be a little more innovative.
Pros
Formstack Forms has great analytics
Is user friendly
Offer various types of form templates
Cons
Room for improvement include their customer service, you have to put in a ticket for any type of communication
Training is lacking
It can also be pricey
Should be more innovative
Likelihood to Recommend
For surveys and basic forms it is suitable for the purpose that the program was purchased but, the analytics is their best feature hands down. This software would be good for a smaller agency perhaps, but our agency operates in the public sector and getting for the buck comes into play because every purchase must be planned and approved by the county commission and it does not always result in a positive experienence.
Embedded forms for multiple use cases such as newsletter subscription, lead generation, scholarship applications, evaluations, etc. The ease of creating forms in a user-friendly interface that is also supported with a high level of security, user authentication, and data protection was important in the decision to go with Formstack. It was so easy to train new staff to use and even create options like custom dropdown lists, logic branching, checkboxes for GDPR compliance, etc. Reuse and duplication of forms was easy, as was customizing the look and feel for the embedded form depending on the host website branding. Being able to easily edit text in a form without complex tickets or lengthy wait times enabled the team to respond to user behavior such as low completion rates. We were also able to easily test the effect of A/B testing, changing up form field types, etc. by paying close attention to the analytics. While I personally did not use partial completes, that seemed like an attractive feature that stood out over the competition. We did encounter some issues with the forms not displaying correctly on mobile but that may have been an issue with the site it was embedded on. With consistent testing, we were able to bypass this. issue.
Pros
Simplified data collection.
Clean, attractive, user friendly interface.
Data security.
Cons
Templates to collect info in a form and use for evaluations. I did this through a tedious process manually but can see great use for it.
Likelihood to Recommend
Suited for marketing teams to be able to control forms with ease, including integrations into CRMs or Marketing Automation software. Less suited for complex preference center management kind of use cases.
We contracted with Formstack to help us run a large annual survey project that required more ability to build in page and question logic and better reporting and analytics than the free online tool we had previously used. We have discussed rolling out Formstack to our staff generally, but have not done so to this point due to the relative ease of the free online tool we use and the simplicity of most of our surveys.
Pros
Analytics--being able to track bottlenecks, abandonment, and time to complete.
Page and question logic was good.
Cons
When discussing the scope of engagement, Formstack indicated a partnership with another company that would allow us to aggregate the survey data with our internal data. That partnership was oversold.
We were looking for a way to capture data in a table form. They could accommodate a small table, but not a large one, resulting in us having to modify the layout.
Likelihood to Recommend
There is no question that we gained significant functionality in terms of analytics and page and question logic by choosing Formstack over the free survey tool we had used previously. The feedback from users who had taken the survey was that it was user-friendly and looked much more professional. There were some discussions in the sales phase that did not accurately represent the functionality, and while they were extremely accommodating to our changes based on user experience, and training was phenomenal, it wasn't conveyed at point of contract that the service we were provided as part of that contract was limited to an hour of edits, and that our additional time was at an additional cost. Finally, the fact that they connected us with another software that was supposed to make our data integration easier made it appear that they either didn't understand the scope of our project request or they didn't have a good handle on the other company's capabilities.
We use Formstack for a variety of needs where information is required to process requests such as purchasing, IT support and professional development requests. It is used mostly by operations but IT uses it as well. It allows us to keep track of all types of requests easily and provide feedback to users.
Pros
Easy to set up
Easy to track in the portal
Flexible to fit organization needs
Cons
The interface is not engaging.
More features available like the recent addition of Recaptcha
Terminology can be confusing
Likelihood to Recommend
Formstack is a flexible tool for an organization to gather and track data required to support the work your organization does. It is particularly useful in tracking supply and equipment requests, internal work orders and time requests. There are other tools that work better for IT support requests and have a better user interface.
The whole organization. We use it to track applications, conferences, and nearly everything internal when it comes to online paperwork.
Pros
Allows for unique situations. As a school, we don't have the luxury of being cookie cutter. Neither do our forms.
Support. If we don't know how to do it, their support team has been very helpful and actually attempts to understand the issue on hand.
User friendliness. In our field we have a phrase: "what if you get hit by a bus?" With Formstack, you can "get hit by the bus" and someone else can jump in and still keep things running (this is used as a phrase for illness, not termination).
Cons
The overall look. I couldn't get it on brand until I used the embed section and had the website take it over.
There are times that the integrations haven't worked, and the only way we'd know is when we log in. There is now a field to notify you if this happens, but that does't help us if the third-party is down.
I would like to see the unique field and the required field work together better. We want to force someone to select a spot, but have many spots at varying times. If you fill out one section and make the unique spaces required, that shuts down the form - and any remaining, supposed to be unaffected, areas.
Likelihood to Recommend
I would use it for Admissions, HR, and Administrative purposes. It automates and streamlines processes like no other. However, I would not recommend it for someone unaware of the third party integrations. You can pull a CSV, but that can become burdensome. If you know Google Sheets, you can create a filter to make the data manageable. For someone who knows how to do this, Formstack is wonderful; if you don't, be prepared to feel lost on data until you get the hang of it.
Most of our organization uses Formstack for inter-departmental and operational forms (forms that need to integrate with multiple systems, forms that are on websites, forms that need to be stood up for repetitive use, etc.) and it handles these forms extremely well. We do, for ease of use and to keep systems clean, use another third-party form creator for departmental use.
Pros
Integrations with other systems
Ability to create forms extremely easily
Well laid out dynamic field filters.
Cons
User based settings (saved lists) that don't effect other users.
Proxy in as users (to help fix issues that they have due to permission limitations or departmental integrations)
Likelihood to Recommend
We use it for Pardot Form Handler integration to allow us full control over the forms. We also have some forms that link to multiple systems for logging and access to data. These work great as it doesn't depend on a third-party app (Zapier/IFTTT) for most of the integrations.
We use Formstack for all of our lead capture across our whole website. Since implementing Formstack, we've seen an average lead conversion rate of around 20 - 30% -- and these aren't just any leads, these are warm, marketing qualified leads.
Pros
I love how easy Formstack is to use.
Building forms is a breeze , the support is great, and we love that it integrates seamlessly with Unbounce to give us quality, high converting lead pages.
Formstack has helped us refine and define our lead capture process and following up with qualified prospects has become even easier.
Cons
This wouldn't be the case for everyone, but we would love to see an integration with our CRM, Nutshell, without using Zapier.
Likelihood to Recommend
If you're considering Formstack, I would recommend signing on for a free trial first so you can play around in it and see how easy it is to create forms and how your team could use the product most effectively. Feel free to make your own form templates with your brand's colors to really visualize how the forms could look and function.
Formstack is being used across our entire organization as our online forms solution. It is heavily used by enrollment services and has replaced all paper forms that were previously in use. The approval functionality makes it easy for us to distribute completed forms to the proper approvers and allows final approvers the opportunity to review all decisions made. Very helpful and efficient!
Pros
Intuitive and simple forms editor.
Approval process works really well in our environment.
Integration into website is seamless.
Cons
Formatting within the editor can sometimes be a challenge.
Likelihood to Recommend
Works beautifully within a student services environment as a forms solution. Allows for creativity on use and has been instrumental in data collection from students.
Currently used by the compliance management department, primarily of occupational health and safety documentation and data collection. Utilizing Formstack for these processes creates significant efficiencies in both compliance data collection and processing for industry and regulatory audits. By utilizing digital data collection we are able to push compliance information into the field as well as direct compliance information to relevant stakeholders both internally and externally. This adds value to clients in the management of their own compliance requirements as well as our own internal compliance requirements.
Pros
Their form builder tool is exceptionally easy to use so form creation and editing is easy to manage.
Their data analysis tool is also easy to use and useful for generating compliance data reports
They have been very responsive, in the past, to suggestions for improvement as well as in resolving minor issues
Their user interface experience for end users is seamless and we rarely experience negative responses from end users
Cons
Formstack offers a feature to allow for automated reminders to complete required forms on a recurring basis. This feature has not functioned effectively thus far.
I would like to see the capacity for hand written note taking in a form field. Other form builders offer this function
Likelihood to Recommend
Actually, for our purposes, in compliance management, Formstack is extremely well suited, particularly now that they have implemented the ability for offline form submission.