FormAssembly saves TIME!
Overall Satisfaction with FormAssembly
We used FormAssembly for Event and Contact sign-up forms and training requests. FormAssembly is so easy to connect with Salesforce data and values can be pre-populated with existing values in Salesforce. It helps keep our data clean and integrated since everything connects back to Salesforce.
Pros
- Performs look ups that connect to our Salesforce instance to avoid duplicate records
- Connects data back to Salesforce and creates an error log in case the submissions need to be reviewed
- Can perform multiple functions in one form such as, look up a contact or create a contact, connect him/her to a campaign, create an attachment for the contact record or connect to any other custom object using the Connectors
- FormAssembly Support is reliable
Cons
- When I using the Log to review any errors I wish there was an easier way to navigate it such as (1) more responses visible on the screen, and (2) when a response is resent, it appears again at the first page and the initial submission moves down one (you need to have done this in order to understand). If the submissions had date/times next to them for initial submission and each resend, that would be super helpful
- I'm having a hard time locating which version of FormAssembly I'm on and determining the modules that we own. I wish that was more obvious.
- FormAssembly Support is great but sometimes a customer service number can do wonders. I think that's something to consider.
- It saves TIME! We spend a lot of time on the creation and QA of each form so, my co-workers have a great end-product and our members have a great user experience.
- The time that we save also increases employee efficiency because that time and attention can be devoted to other tasks.
- We use FormAssembly for surveys/polls, so this gives us data to support any decisions that we make.
I haven't used these features.
I don't have experience using any other application that has the same/similar functionality.
Do you think FormAssembly delivers good value for the price?
Yes
Are you happy with FormAssembly's feature set?
Yes
Did FormAssembly live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of FormAssembly go as expected?
I wasn't involved with the implementation phase
Would you buy FormAssembly again?
Yes
FormAssembly Feature Ratings
Using FormAssembly
4 - Salesforce Admins
- Contact Information
- Training Request
- Newsletter Signup
- Training Requests
- Event sign-ups
Evaluating FormAssembly and Competitors
- Integration with Other Systems
Salesforce Integration
FormAssembly Implementation
- This was more of an Admin tool so, no change management. I wasn't involved in the implementation of it.
FormAssembly Support
| Pros | Cons |
|---|---|
Support understands my problem Support cares about my success | Slow Resolution Poor followup Problems left unsolved Not kept informed Escalation required Difficult to get immediate help Slow Initial Response |
I'm not sure
The FormAssembly support that I used to get via chat was amazing. Things have changed in recent year.
Using FormAssembly
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Connectors
- Customizations
- Logic can be confusing

Comments
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