Great way to expand form functionality for marketing automation
September 05, 2018

Great way to expand form functionality for marketing automation

Josh Summerhays | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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Overall Satisfaction with Formstack

We used Formstack as part of our customer onboarding process, so primarily within a product and marketing context. We wanted to survey our new free trial users to segment them and deliver the most relevant training content possible. We embedded a multi-step survey after the free trial signup that branched according to certain high-level responses. This allowed us to better understand who was signing up for our product and how we could help learn our platform.
  • Formstack allowed us to customize the look and feel of our forms to match our branding. It was easy for our engineers to integrate the forms within our onboarding process to deliver a seamless experience.
  • Formstack integrates well with HubSpot, our marketing automation platform of choice.
  • Formstack offered us a lot of flexibility in the types/formats of questions we could deploy (open-ended text, multi-choice, single choice, etc.). This made it easy to get data the way we wanted and facilitated getting that data into HubSpot.
  • Setting up our multi-step form took some getting used to. Some of the branching logic configuration wasn't as intuitive as would be ideal.
  • Since we were pushing data directly into Hubspot, I found it cumbersome to deal with data storage limits within Formstack. I would get frequent notices that new responses were not being stored in Formstack and that I needed to upgrade or delete data. I got tired of that.
  • More/easier support for custom fonts would have been a huge plus. We were able to customize the form's appearance, but had to make some concessions in that regard.
  • HubSpot
We were able to push critical data from each new customer into the HubSpot CRM and deploy that data in automation sequences that deliver tailored educational content to help each customer learn how to use our system for the specific use cases they had in mind.
This wasn't a particular point of emphasis for me, though our engineers were highly concerned with maintaining PCI compliance and data security. We had no concerns with Formstack's ability to maintain data security.
  • Customer Surveys
Formstack is great for creating lead generation forms since it integrates so well with third party marketing automation platforms. You get more options for your forms than are standard with, say, HubSpot. One of the drawbacks that you need to be aware of is regarding design. If you are very concerned about the forms being able to match very specific branding and typography, you will not get what you need. Custom fonts are possible, but it takes more engineering work than is ideal. If you are a small team or don't have development resources to help you set it up, you're gonna have to compromise on the visuals.

Formstack Forms Feature Ratings

Survey templates
9
Themes
5
Custom logo/branding
7
Changes to live survey
9
Multiple question types
9
Survey logic flexibility
9
Data export
8
Standard reports
9
Custom reports
8
Access controls
9
Compliance
9